Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders,
discounts, vacation time,
etc.
To streamline the manual
approval processes that you already have and make them more efficient, and easier to manage,
you can automate the repetitive approval processes by building appropriate forms and setting up an approval process. You can
configure
multiple levels of approvaland add designated approvers from your organization, who will get notified when new form entries are received for
reviewand approval. You can
trigger email notificationsfor each stage of the approval process, and choose to
process integrations set up for your form only on the approval of the form entries. This
automation can ensure a systematic approach that will prevent delays and establish uniformity across team members.
How do Form Approvals work?
For example, consider a Leave Request application from your employees that requires multi-level approval:
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.
Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.
Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.
Visualize your visitor's behavior with color codes
Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.
Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.
Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.
Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.
Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.
Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.
Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.
Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.
Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.
Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.
Discover your favorite integrations with PageSense
Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.
Upon receiving form entries from your respondents, you can create reports to sort and consolidate the entries that need to be approved by applying filters. You can set approvers to review the records and approve or deny them. This will streamline the ...
Under General Settings, you can customize certain attributes of your form, get your respondent's location details, set up the desired date format and time zone for your forms, include CAPTCHA options to control spam entries, and more. You will find ...
Under Manage Form Attachments, you can choose to save your form attachments in third-party cloud storage services. Only file attachments uploaded by respondents when they submit form entries or edit form responses (if you have enabled the option to ...
Embedding your form on your website or blog is another way of reaching out to people. Use the code we have provided to embed your forms anywhere on your webpage. You can embed your form using: iframe: This option allows you to embed the form as a ...
UTM Tracking helps you identify the source from which your respondents visited your website and submitted an entry through an embedded Zoho Form. After defining the tracking parameters, you must copy the code generated by Zoho Forms containing ...