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Last updated on
October 18, 2024

Getting started

Serviceform will help you in increasing lead generation on your website and your conversion rates with its power-packed tools.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Getting started with Dynamic form

Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:

Creating an account

In order to start using Serviceform tools, you first have to create an account by following steps below.

1. Head over to Serviceform signup page

2. Sign up using your email address and password directly or use your Google / Microsoft account to create your account

Please refer to the visual guide below if you wish to read the instructions in detail

1. Head over to Serviceform signup page. You will land on a page like this!

Document image

There are 3 ways to create your (free) account :

1. By entering your email address and password directly

2. By clicking on ‘Continue with Google’

3. By clicking on ‘Continue with Microsoft

 If you choose step #1, Please enter your email address and password and click on the Sign up button.

Sign up

If you choose step #2 or step#3, click on the continue button.

Document image

If you have multiple accounts either on Google or Microsoft, you can choose the account you wish to move forward with.

This is where you’ll land after signing up! The New Dashboard 3.0

Servicform dashboard

Now you’re all set! You can start creating your FREE tools!

Changing the password

Click on Settings

1. Click on Change Password

2. Type your current password and new password in the respective fields & click Save changes

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on the ⚙️settings icon on the left column.

Settings Icon - change password

2. Click on Change password

Change Password

3. Type your current password and new password in the respective fields & click Save changes

Change password - popup
Reset the password

Follow these simple steps to request a new password in your Serviceform account.

1. Click on Forgot your password

2. Enter the email address associated with the account you wish to recover and click Reset password

3. Click on Reset my password button on the email and you will be redirected to the Password Reset page where you can create your new password.

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on Forgot your password

Forgot your password

2. Enter the email address associated with the account you wish to recover and click Reset password

Forgot password - popup

3. You will receive a Password reset email from Serviceform, if you didn't receive the email, please check your spam/junk folder.

4. Click on Reset my password button on the email and you will be redirected to the Password Reset page where you can create your new password.

Password reset email
Changing the account language

1. Go to Settings (you'll be under Personal by default)

2. Click on the dropdown under Language.

3. Select a Language you wish to change and click on Save changes

Please refer to the visual guide below If you wish to read the instructions in detail

1. Go to Settings (you'll be under Personal by default)

Setting - language

2. Click on the dropdown under Language.

Language - english

3. Select a Language you wish to change and click on Save changes

Updating the profile picture

Follow these simple steps to add or change your profile image in your Serviceform account.

1. Click on Settings

2. Click on the image icon

3. Select a method you wish to upload your profile image and upload your profile picture

4. Click on Save Changes.

Please refer to the visual guide below if you wish to read the instructions in detail

1. Click on Settings

settings- profile image

2. Click on the image icon

Profile image

3. Select a method you wish to upload your profile image and upload your profile picture

Document image

4. Click on Save Changes.

Document image

Your profile picture is now successfully updated!