QR Codes
How to Create Custom Profile Card QR Codes
and important destinations from one mobile-friendly page. Visitors can save your contact information, submit their own details through an Exchange Contact…
Read guideAdaptive AI · By Adaptation Living LLC
Forms
Create forms, manage submissions, fields, payments, and settings.
95 guides in this area
Step-by-step library
Guides for Forms
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Forms
How to Quickly Add and Edit Custom Fields in Forms and Surveys
Please Note: When a custom field contains the word "score" in its name, the system automatically interprets it as a numeric scoring element.
Read guideMembership/Courses Sites
Embed Media from Third-Party Platforms in Posts
Practical Adaptive AI instructions for “Embed Media from Third-Party Platforms in Posts,” including setup, verification, troubleshooting, and best practices…
Read guideGeneral Setup
XML Sitemaps
A sitemap is a file where you provide information about the pages on your site and the relationships between them.
Read guideForms
Conditional Logic V2 in Forms and Surveys!
Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify…
Read guideFunnel & Website Settings
Create Forms & Surveys Inside the Site Builder
Discover a faster way to build and manage forms and surveys directly inside Adaptive AI’s Funnel and Website builders.
Read guideSurveys
Customize Image Layouts in Forms & Surveys
This article explains how to customize image layouts in Adaptive AI Forms & Surveys using new layout options, image styling controls, focal points, and…
Read guideFunnels and Websites
How to Add a Two‑Step Order Form to a Funnel
Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and…
Read guideForms
Math Calculations in Forms/Surveys
Math calculations let a form or survey compute a score or amount from supported inputs and use the result in the live experience, conditional logic, or…
Read guideForms
Themes in Forms/Surveys
Launch polished, on‑brand Forms and Surveys faster with Themes in Adaptive AI. Themes are ready‑made presets that apply a cohesive design in a single step.
Read guideFunnel & Website Builder
Bubble Style for Radio & Checkbox Elements
Give your Adaptive AI forms, surveys, and quizzes a fresh, modern feel with the new Bubble Style for radio buttons and checkboxes.
Read guideBlog
Create Blog Posts
Adaptive AI’s Blog Post feature lets you create, format, and publish SEO‑ready articles directly from your dashboard, giving your brand a powerful…
Read guideFAQs and Common Troubleshooting Steps
How to Improve Funnel & Website Page Speed
Page-speed work should improve the real visitor experience without breaking forms, tracking, layout, or conversion actions.
Read guideSurveys
One Question at a Time (Survey Builder)
“One Question at a Time” is a setting in the Survey Builder that shows one question per screen when someone is filling out your form.
Read guideQR Codes
QR Code Features Landing Page
The QR Code area supports creating, organizing, and measuring codes for destinations such as pages, forms, messages, calls, email, and payments.
Read guideSEO
Site Audit: Monitor, Analyze, and Optimize Your Website’s Technical SEO
Site Projects in Adaptive AI SEO are your hub for tracking the health and performance of websites (domains).
Read guideWordpress
WordPress Access & Activity Logs
This guide is designed to help users understand the new Access & Activity Logs feature available in their WordPress Admin Panel on the Adaptive AI platform.
Read guideChat Widget
Adding Custom Fields in the Chat Widget Contact Form
Chat Widget is expanding its user experience with mind-blowing support with custom fields in contact form used in SMS/Email and WhatsApp chat.
Read guideScheduling Appointments
View Custom Form Submissions (Appointment Side Drawer)
The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal.
Read guideSmart Lists
Adding Files To Contacts using a Custom Field
This article explains how to add and manage files for contacts in Adaptive AI using a File Upload custom field.
Read guideManaging Opportunities
Conditional Custom Fields for Opportunities
Conditional Custom Fields let Admins control which opportunity fields appear and which fields must be completed based on a deal’s pipeline, stage, status,…
Read guideGetting Started with Opportunities
How to use Custom Fields for Opportunities
Custom Fields for Opportunities give you the flexibility to tailor your CRM to match your exact sales process.
Read guideQuizzes
Map Quiz Results Directly to CRM Custom Fields
Quiz Result → CRM Field Mapping allows quiz results to automatically populate into contact-level custom fields in your CRM.
Read guideManaging Affiliates
Affiliate Pay Per Sale for Forms, Surveys, Calendars
Pay Per Sale commissions for Forms, Surveys, and Calendars allow you to reward affiliates when a tracked contact completes a qualifying purchase.
Read guideBrand Board
Brand Board Colors in the Form, Survey and Quiz Builder
You can use your saved Brand Board colors directly inside the Forms, Surveys, and Quizzes Builders.
Read guideClient Portal
Branded Mobile App Builder: In-app Form and Customizer
This article provides guided steps for launching branded apps. Key features we have covered in this article are color-coded progress tracking, in-app help…
Read guideStatistics
Click Performance in Email Statistics
The Click Performance report gives you a breakdown of all link interactions within a sent email.
Read guideSmart Lists
CSV File Format for Importing Objects
This article will help you format your CSV file correctly before importing it into Adaptive AI.
Read guideForms
Email Validation feature in Forms and Surveys
We are thrilled to announce the launch of the Email Validation feature for our Forms and Surveys module.
Read guideSurveys
Enhanced Consent Checking for Voice AI Outbound Calling (Forms, Surveys, Calendars)
Voice AI outbound calling in Adaptive AI now validates consent across Forms, Surveys, and Appointment Forms/Calendars before dialing.
Read guideWorkflow Builder
Guide to Date/Time Formatter Workflow Action
The Date/Time Formatter action is a versatile tool that allows users to reformat and compare dates or date-times within workflows.
Read guideE-Commerce Store
How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
Weight, dimensions, SKU, inventory, and digital-file settings live on the saved price or variant detail page, not only on the product's first creation screen.
Read guideManaging Affiliates
How to Automatically Level Up Affiliates Based on Performance
This guide explains how to automatically promote affiliates to new campaigns based on performance milestones in Adaptive AI.
Read guideAd Campaign Creation and Management
How to create a conversation form in Ad Manager
A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging.
Read guideAd Campaign Creation and Management
How to create a Facebook form in Ad Manager
In this article we will discuss in detail about the steps to be taken to create a new Facebook lead form, used for the Lead Generation objective of Meta ads.
Read guideGetting Started w/ Payments
How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
Receipts are crucial in business transactions, providing customers with documented confirmation of their purchases.
Read guideForms
How to Use Address Auto-Complete in Adaptive AI Forms and Surveys
Address Auto-Complete is now free and unlimited in all Adaptive AI accounts. This feature makes it easier for your leads and customers to enter accurate…
Read guideSoftware Migration Guides
Jotform to Adaptive AI (Migration Guide)
This comprehensive guide provides steps for migrating your forms, data, and workflows from JotForm to Adaptive AI.
Read guideForms
Payment in Forms (Including Donations)
Practical Adaptive AI instructions for “Payment in Forms (Including Donations),” including setup, verification, troubleshooting, and best practices by…
Read guideSurveys
Save Progress for Forms, Surveys & Quizzes
This article explains how the Save Progress feature automatically preserves respondent data in multi-step forms, surveys, and quizzes, enabling them to…
Read guideGetting Started w/ Payments
Selling products on order forms with available payment providers
Both one-time and recurring products can be sold on 1-step and 2-step order forms for Funnels version 2.
Read guideForms
Sticky Contact in Forms, Surveys, and Calendars
This article explains the Sticky Contact feature in Adaptive AI forms, which simplifies the form-filling process for repeat users by pre-filling previously…
Read guideSoftware Migration Guides
Typeform to Adaptive AI (Migration Guide)
This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Adaptive AI.
Read guideEvents Workflow Triggers
Workflow Trigger - Form Submitted
This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…
Read guideCalendar Integrations
Use Embedded Adaptive AI Calendar Booking for Facebook Lead Ads
Embedded Appointment Booking helps Facebook Lead Ads convert more form submissions into booked appointments by letting leads schedule directly after…
Read guideWorkflow Builder
Workflow Action - Update Contact Field
The Update Contact Field workflow action lets you write new values to standard or custom contact fields—or clear values on custom fields—directly from a…
Read guideQuizzes
Workflow Trigger - Quiz Submitted
The Quiz Submission Trigger enables automated actions whenever a quiz is completed.
Read guideA2P registration
A2P 10DLC Brand Approval Best Practices
When you register your A2P Brand with your Business Profile, Phone System will submit your business information to The Campaign Registry for review,…
Read guideA2P registration
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign approval depends on whether your Campaign information clearly and consistently explains who is sending messages, what is being sent, why…
Read guideAnalytics (Funnels, Websites, & QR Codes)
Analytics for External Tracking
Analytics for External Tracking in Adaptive AI allows you to monitor visitor behavior on externally hosted websites and forms using a centralized analytics…
Read guideCreating Calendars
Calendar Widget Reorder
The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, the Form, and Payments…
Read guideFAQs and Common Troubleshooting Steps
Can Adaptive AI Websites Be Exported?
Adaptive AI websites are built using a proprietary page builder and do not have a supported method for exporting a website for use on another platform.
Read guideChat Widget
Collect Visitor Details Before Live Chat Starts
This article explains how to collect contact information (like name, email, or phone number) from visitors before they can start chatting in your Live Chat…
Read guideConversations
Conversations - Activity Cards
We are thrilled to introduce a feature that redefines how users interact with our platform—Activity Cards.
Read guideMessaging
Conversations Glitching? Here's What’s Going On?
Are your calls and messages acting weird in the platform? Maybe you're seeing different people showing up under the same number — or replies scattered…
Read guideGetting Started with Opportunities
Editing Opportunities
Adaptive AI offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processes.
Read guideGeneral
Email Blocking for Invalid or Restricted Recipient Domains
The platform blocks outbound emails before sending when the recipient email domain is invalid or restricted for security reasons.
Read guideTechnical & Configuration
Email Standards Compliance: Resolving RFC 5322 Violations
Your emails are being rejected by recipient servers because they don't meet the technical formatting standards required by RFC 5322 — the official…
Read guideStatistics
Email Statistics
This article explains how to access and understand email statistics across Adaptive AI, helping you monitor campaign performance and improve engagement.
Read guideStatistics
Email Statistics – Summary Page
This article explains how to access the Summary page, what each metric means, and how to interpret your campaign’s performance data.
Read guideEvents
Embed Events with Code Snippet
This article explains how to embed your Adaptive AI event pages directly into your own websites, funnels, or external platforms using a simple embed code.
Read guideEvents
Events - How to Manually Add Attendees
This article explains how to manually register attendees for your Adaptive AI events without requiring them to complete the public registration form.
Read guideOrders, Subscriptions, and Transactions
Export or Download Transactions as CSV
This document explains how to export transaction records, how the export file is delivered, and how to interpret the CSV format — including multiple line…
Read guideEmail Marketing
Exporting Email Marketing Data
Exporting Email Marketing Data in Adaptive AI allows users to download email performance metrics directly from the Email Statistics dashboard as a CSV file.
Read guideMessaging
File Size Limits for Attachments in SMS and Email
This article explains the file size limits of attachments for both SMS and email sent through the platform.
Read guideFoundational Setup
Getting Started - Automatic Email and SMS Followup
Automated email follow-ups can transform your lead nurturing strategy. Think of this as your virtual assistant, handling responses seamlessly so you can…
Read guideFoundational Setup
Getting Started - Create and Manage Contacts
Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date.
Read guideFoundational Setup
Getting Started - Import Existing Contacts
Your audience is the heartbeat of your business. Quickly import your existing contacts from various platforms into one convenient space and start engaging…
Read guideFoundational Setup
Getting Started - Setup Email, Phone, and SMS
This guide walks you through setting up Email, Phone, and SMS inside Adaptive AI, so you can manage all communications from one platform.
Read guideMarketing & Lead Generation
Getting Started - Setup Facebook and Instagram Lead Ads
directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in…
Read guideSales & Conversations
Getting Started - Setup Facebook and Instagram Messenger
Ever feel overwhelmed jumping between different platforms to answer messages from your customers?
Read guideCalendar Integrations
Hide Third-Party Calendar Details
Private Mode for Synced Events controls whether other platform users can read third-party event details.
Read guideSMTP Providers
How to Add Your Own Email Service (SMTP)
The platform allows you to connect your own third-party email sending service (SMTP) instead of using the default Adaptive AI Phone Email System.
Read guideAffiliate Campaigns
How to create an Affiliate Campaign
Creating your affiliate campaign has never been easier! Whether you're new to affiliate marketing or a seasoned pro, our platform simplifies the process…
Read guidePrivacy Policy
How to Link Your Privacy Policy When Collecting Personal Data
A privacy policy explains how your business collects, uses, and protects personal information—like names, phone numbers, or emails.
Read guideSocial Planner
How to post Recurring Social Posts through the Social Planner?
Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearly.
Read guideE-Commerce Store
How to Set Up an E-Commerce Online Store (Websites)
An online store is a virtual platform that allows businesses to sell products or services to customers globally.
Read guideManaging Affiliates
How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
The Affiliate Portal (also referred to as the Client Portal) is a dedicated platform designed to help affiliates easily track and manage their performance,…
Read guideMessaging
International SMS Compliance: UK & Turkey Regulations
This article covers two active international SMS compliance regulations that affect senders using the platform's Adaptive AI Phone or Adaptive AI…
Read guideManaging Opportunities
List View for Opportunities
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.
Read guideSoftware Migration Guides
MailChimp to Adaptive AI (Migration Guide)
This comprehensive guide outlines the process for migrating from Mailchimp to Adaptive AI, focusing on transferring email campaigns, contact lists, forms,…
Read guideEvents
Multi-Attendee Registration in Adaptive AI Events Guide
Adaptive AI Events now collects attendee information for every ticket in a multi-ticket registration, enabling organizers to track individual participants…
Read guideEvents
Multi-Attendee Registration with Individual Details and Data Copying
Copying Adaptive AI Events supports collecting individual attendee information for every ticket in a registration.
Read guideA2P registration
Registering Your A2P Brand
This article explains how to choose the correct Brand type for your business, what information you need before registering, and how to submit your A2P Brand…
Read guideRentals
Rentals - Creating a Booking
This article explains how to manually create a booking in Rentals. It walks through every field in the Create Booking form, how to add listings, customers,…
Read guideTroubleshooting Email
Send Test Email Error in Campaign's Email step: An error occurred, please try again
A generic test-email error is commonly caused by invalid merge syntax or address formatting.
Read guideTemplates
Set Defaults for Custom Values in Emails
Default values help keep personalized emails complete when contact information is missing.
Read guideDeliverability
Step by Step guide to Creating Custom Unsubscribe Links
This guide walks you through replacing the platform's default unsubscribe link with a custom one that lands contacts on a branded page and automatically…
Read guideMarketing Audit Reports
Understanding the Grades in Your Marketing Audit Report
This document provides detailed information on the visual representation and calculation of scores within the Marketing Audit Report.
Read guideNew Mobile App Experience
Unified Appointment Screen in the Adaptive AI Mobile App
Manage every appointment from one place in the Adaptive AI mobile app. The Unified Appointment Screen brings appointment details, attendees, form…
Read guideMessaging
Using media in SMS campaign - how will it look on receiver's device?
This article explains how media (images or videos) behaves when used in SMS campaigns on the platform.
Read guideSMTP Providers
Using Zoho as your SMTP Provider
SMTP (Simple Mail Transfer Protocol) is what reliably delivers email sent from the platform.
Read guideCreating Calendars
View Calendar & Appointments in User Timezone
You can now choose any timezone to view appointments across the platform. This user-specific setting controls how appointment times appear in Calendar View,…
Read guideWorkflow Builder
Workflow Action - Math Operation
The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and scheduling.
Read guideCalling
Workflow Trigger - Call Details
The Call Details workflow trigger allows workflows to start based on updates to call-related information.
Read guide