Automatic Time Zone Capture makes scheduling and messaging simpler by automatically detecting and recording the time zones of leads when they submit a form or survey. It removes the need for manual time zone entry, which keeps your workflows running smoothly and ensures messages reach contacts at the right time.

Accessing the Form or Survey Builder

Navigate to the Sites tab from the left sidebar menu. Choose to create a new form or survey from scratch, use a template, or edit an existing one.

Creating or Editing a Form/Survey

Within the builder, add the necessary fields to your form or survey.

Enabling the Time Zone Feature

In the Settings menu, scroll down to locate the time zone feature toggle under Survey Settings. Toggle on the Enable Timezone option.

Click on the "Save" button to apply the settings. Then, select the "Back" button to return to the main menu.

Viewing Submissions

To check the details of submitted forms or surveys, click on the Survey/Forms tab in the top menu bar and select Submissions. Choose a form or survey from the list to view its details.

Scan the fields to see the time zone of the contact who submitted the form or survey.

Automatic Time Zone Capture is a helpful feature for businesses working across multiple time zones. By automating time zone detection, it ensures your messages are delivered at the right time, every time, which improves client satisfaction and keeps your workflow running more smoothly.

Primary Benefits

  • Precision in Communication: Messages are delivered at the right time, in line with each contact's local time zone.
  • Effortless Contact Management: The CRM automatically captures and organises contact time zones, removing the need for manual data entry.
  • Enhanced Workflow Efficiency: With time zones captured automatically, managing communications across different regions becomes more straightforward.

Practical Examples and Use Cases

  • Global Webinars: When participants register for a webinar, their time zones are automatically captured. This ensures reminder emails or SMS messages are sent at the right time, boosting attendance and engagement.
  • International Campaigns: Schedule follow-ups or promotional messages based on the recipient's local time, improving response rates.
  • Customer Support: Automatically route support requests to agents available in the same time zone, reducing delays.

Troubleshooting Tips and FAQs

Q: What if the time zone doesn't seem to be captured correctly?

  • A: Check that the feature is enabled in your form or survey settings. If problems continue, double-check the form's configuration and the submission data.

Q: Can I manually adjust the time zone for a contact?

  • A: Yes, you can manually update a contact's time zone from their contact card if needed.