Getting Setup

This section covers signing up for an account and logging in for the first time.

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 Sign up and Login
The first step is signing up for a free trial account. The free trial account is fully functional except for 2 limitation and will allow you to try the complete features of iCapture. See the related articles for complete information about ...
 iCapture Back Office
On your first login to the iCapture Back Office, you will immediately begin by creating your first questionnaire. In the back office you will be able to: Modify your existing questionnaires ​Check pricing and activate your plan ...
 Connect to Integration
iCapture supports multiple integrations. If we do not have an integration pre-built you can always use our Post to HTML Form integration.  The current list of supported integrations include the follow...
 Creating Questionnaires
The first step to creating an iCapture questionnaire is to login to your iCapture Back Office on a Web browser.   Then click the button "Create New Questionnaire". When you create a questionnaire you will follow the...
 Questionnaire Settings
Questionnaire settings is the area you go to if you want change any of the following options. Questionnaire Name - Just like it sounds, rename your questionnaire here. Questionnaire Reset Timer - If you are using any of our plans that...
 Create Your Design
iCapture has both Themes and Screen Savers that can be customized to meet your brand.  Themes allow you to add your logo and customize the screen to colors that are reflected in your brand. Background images are supported along with a tr...
 Auto Reply Emails
Capture the name and email of a new prospect and automate your first follow-up message! Include a link to your website, Dropbox file or any other information to keep building your relationship.In the Auto-Reply email, you control 100% of t...
 Forwarding Data via Email
Forwarding data via email or ACTION NOW! emails are a way to forward your lead information as it happens to a specific person or persons based off what they selected for an answer in the questionnaire. Let's say you have a question about the cus...