Description
1. Training Structure
Required Materials
- Stable internet connection
- Zoho Forms account (trial or business version)
- Up-to-date web browser
- Two screens recommended to follow along and practice simultaneously
Assessment Methods
- Hands-on exercises for each module
- Real-time feedback
- Skills validation quiz
- Final participant demonstration
2. Learning Objectives
General Objective
By the end of this training, participants will be able to create, customize, and manage online forms with Zoho Forms.
Specific Objectives
- Understand the interface and main features
- Design a form based on business needs
- Customize the appearance and options of forms
- Manage response collection and storage
- Share a form and analyze submissions
- Apply best practices for structuring and organizing
3. Training Content & Schedule
Module 1: Introduction to Zoho Forms and Getting Started
Objective: Discover the interface and basic features.
- Overview of Zoho Forms and use cases
- Navigating the interface: dashboard, form creation, and management
- Setting user preferences
- Practical exercise: Explore the interface and create a simple first form
Module 2: Creating and Structuring a Form
Objective: Learn to create an effective and well-structured form.
- Adding and configuring fields (text, multiple choice, date, file, etc.)
- Setting required and conditional fields
- Managing sections and layout
- Practical exercise: Build a complete form with various field types
Module 3: Form Customization and Design
Objective: Adapt the appearance and settings of the form.
- Customizing design with themes and colors
- Adding logos and branding elements
- Configuring confirmation messages and post-submission redirects
- Practical exercise: Customize a form according to a brand’s style guide
Module 4: Sharing and Collecting Responses
Objective: Explore different methods of distribution and collection.
- Generating links and embedding on a website
- Sending via email and QR code
- Managing notifications and alerts
- Practical exercise: Share a form and test collecting responses
Module 5: Submission Management and Data Analysis
Objective: Use and analyze received responses.
- Viewing and exporting data (CSV, Excel, PDF)
- Sorting and filtering submissions
- Creating reports and summaries
- Practical exercise: Analyze responses from a test form
Module 6: Best Practices and Use Cases
Objective: Optimize Zoho Forms for business needs.
- Structuring forms for better readability
- Avoiding common design mistakes
- Case studies and feedback
- Practical exercise: Review and improve an existing form
4. Evaluation & Follow-Up
Participant Assessment
- Skills validation at each module through hands-on exercises
- Skills validation quiz
- Final demonstration: creation and sharing of a functional form
Training Evaluation
End-of-session satisfaction survey
5. Expected Outcomes
For Participants
- Master form creation and management in Zoho Forms
- Know how to structure forms based on business needs
- Collect, analyze, and use data effectively
For the Company
- Improved data collection and processing
- Optimization of internal processes through form digitization
- Centralization and secure storage of collected data
6. Key Advantages of Videoconference Training
- Interactive training with practical exercises
- Step-by-step learning of essential features
- Focus on best practices and form structuring
- Adapted to the specific needs of participants
