When you have a conversation with your customers, do you vary your questions based on their needs? Of course you do. Now, you can do the same thing with Wrike's New Dynamic Request Forms.*
Wrike Request Forms allow you to capture a variety of fields, and manage inbound requests as tasks, projects, or projects from a template in Wrike. Field types include short answers, paragraphs, checkboxes, dates, dropdowns, numerics, file attachments, and an importance field. Now, this latest feature gives you more flexibility to vary questions on a form for different types of customers.
Vary Pages and Questions Based on Customer Needs
New Dynamic Request Forms allow you to capture an initial customer response in a dropdown field, then display additional pages and questions to collect targeted requirements. For example, let's say you have customers who request marketing campaigns from your team. Some need email campaigns, others need social campaigns. You can capture the campaign needed on page 1 via a simple dropdown selection. Then, you can display 1 additional page for each campaign type. (See the first image below. Page 1 captures the initial customer campaign need. Page 2 displays requirements for the Email Campaign, page 3 for the Social campaign.)
This type of question "branching" allows Wrike customers to manage fewer forms, and ask only the most relevant questions to each customer based on their targeted needs.
Instantly Set Requests to Trigger Tasks or Projects
Wrike recently introduced functionality to instantly trigger projects from optimized, preset templates upon receiving requests. This saves time for both your customers and your team because there is no waiting for you to manually delegate the request to your team. You set forms to instantly activate tasks, projects or projects from templates upon receiving requests.
For example: let's say all marketing campaigns are always assigned to the same team. You can instantly set the request form to assign a marketing campaign project from a template, with all tasks assigned to the right team members. (See the "Connections Multimedia" marketing campaign example below, created from a standard marketing campaign project template.) The automation sets the new project name based on the requester ("Connections Multimedia"), and adjusts all task scheduling based on the requester's preferred completion date captured in the Request Form. Your time is saved, and you aren't a bottleneck. You can focus on monitoring the flow of work instead of manually replicating administrative steps.
New Project Created From a Template (example: Marketing Campaign)
Interested in trying out Dynamic Request Forms?
For more information on how to use Dynamic Request Forms or how to turn inbound requests into tasks, projects, or projects from templates, check out this help page article or watch our video.
* Request Forms are a feature available to Wrike Business and Enterprise plans only. To upgrade your account, please contact our Support team or start a free 2-week Business Plan trial now.
