Collections | Create a Collection Roster
#Forms Collections are saved groups of Participants or Entities that can be used to track data for the group through recorded TouchPoints.
Updated over a week ago

Follow these steps to create a Collection:

1. On the left side Navigation Bar click "Collections."

2. Click "Create Collection."

3. In the "Select a Collection Type" drop-down, select the Collection Type.

4. Check boxes to the left of all Participants you want to enroll in the Collection.

5. Click "Continue."

6. Give the Collection a name and fill in the Collection Type form (required fields show with a red asterisk).

7. Click "Save."

Please contact Customer Support if you need more information or additional assistance.

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