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Step 1: Adapt the Form Options for Customer Data Update

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  1. Log in to app.penbox.io.
  2. Navigate to the Forms section and locate the Customer Data Update form template.
  3. Review and adapt the form options to fit your campaign's purpose:
    • Enable or disable specific sections of the form to match the data you need to update (e.g., contact information, address, marital status, etc.).
    • Customize any text or placeholders to make the form more relevant to your customers.
  4. Save your changes.

Updated 6 days ago