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Ready online form model

Contact authorization form

Record permission for contact, sales follow-up, communications or customer service, with clear acceptance and an organized history.

Ready form templateShare by linkAI-assisted creationEvidence and rulesResultsMobile friendly

When to use this form model

This type of form helps standardize information, reduce rework and keep records organized in Ecofyx. Use it on its own or include it in a broader operational template.

Common uses

  • Permission to follow up
  • Consent to be contacted
  • Sales registration
  • Communication with interested people
  • Preference updates

Recommended fields

  • Name
  • Contact details
  • Authorized contact channel
  • Purpose of contact
  • Acceptance
  • Date
  • Notes

Ecofyx resources

  • Keep acceptance records organized
  • Use a public or individual link
  • Filter permissions by channel
  • Export records
  • Track activity in the Feed
  • Add explanatory text to the form

Example form structure

This is an example structure for this form template. You can adapt fields, options, required answers, photos, files, alerts and location rules according to your actual routine.

You can also describe what you need and use Ecofyx to prepare a structured prompt for the AI provider you choose. If you have a photo, PDF, Word file or procedure, provide it to that AI provider and then bring the generated structure back to Ecofyx for review and import.

Form preview
Full nameShort answer
Phone / emailShort answer
Authorized contact channelCheckboxes
PurposeDropdown
I agree to be contactedConfirmation
Use this ready form

Use this form on its own or inside an operational template

This ready-made form can work independently or become part of an operational template with lists, indicators, actions, history, alerts, dashboards and results. Your records remain connected as your routine grows.

  • Share by link: publish one form, a public link, a restricted link or several forms grouped into a routine.
  • Alert triggers: highlight critical answers, absences, nonconformities or out-of-standard situations.
  • Location control: when needed, define a location and make the form available only there.
  • Results: review, filter and export data for analysis, audit or reporting.