Defining Personalization Data for Your Form

To begin personalizing data for your form, click Actions on the side navigation bar, and select Create Form. (Not seeing this choice? Refer to the Side navigation bar changes topic.)

You can augment your form data by selecting personalization data sources containing profile information pertinent to recipients viewing and submitting information via your form.

Select a folder, select one or more personalization data sources, and input your selections into the box on the right.

Tip: Click Clear to remove any of your selections.

Next Step – Selecting Your Form Document

Learn more