Form Handler

Smart Form Handler

This module does not utilize visual layouts; instead, it processes form submissions and executes the corresponding actions as specified. Multiple form handlers can be created in the B2i portal to handle multiple forms on your website.

Example Use Case:
Several clients required an eligibility questionnaire to evaluate whether applicants met the specific criteria for their clinical study. A questionnaire form was created on the company website. As applicants submitted the questionnaire, JavaScript was used to review each answer to determine if the applicant met the study requirements. Two B2i form handlers were implemented to take the appropriate actions based on whether applicants met or did not meet the necessary eligibility requirements. Eligible applicants were directed to a study approval webpage, sent a study approval email with further details, added to the B2i CRM and tagged as approved for the study, lastly the company was sent a notification email of the applicant approval with full details.