Switch Form Type in Email Builder

Switch Form Type in Email Builder

Email and SMS Marketing/Campaigns| Forms Surveys & Quizzes
June 25, 2025•1 min read

Crafting the perfect email takes a lot of trial and error, so we want to make changing details as easy as possible. So, we’ve made a few changes to the form element management, making switching back and forth easier. Let's check it out!

⭐️How Will These Changes Affect You?:

  • Dropdown Selector: Now you can select a new form type without adding a new element, simply selecting your desired type from the dropdown menu.

    a

  • Saved Settings: Switching back to the previous type will restore the form settings from your current session.

    b

⭐️How To Switch A Form’s Type?

If you need to switch a form in one of your email campaigns, follow these steps!

  1. Navigate to the Email Builder within the Marketing section and edit a campaign that includes a Form element.

    1

  2. Click the Form element to open its settings on the left side.

    2

  3. Select your new form type from the menu.

    3

  4. Edit your form as needed.

    4

This makes it easier to compare form types and ensure your email is cohesive, using the current session’s saved settings for increased convenience, and making comparison more effective. We hope you enjoy it!

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Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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