How do I Add a Custom Header to a Form?

When using a custom form in your Client Relationship Builder, you have the option to add a custom header to your form. You are also able to add different headers to different forms for seasonal purposes or even to focus on different clients.

To do this first click on your form icon in your control panel, then choose the option for form editor.

From here, select which form you would like to add the header to by clicking on the form name.

Within your form, choose the gear icon to access your settings and click on custom header.

You can upload the header in a JPG or PNG format. Maximum dimensions are 1500 pixels wide by 865 pixels high. Choose the option for add files to choose your image.

Once uploaded, your custom header will appear at the top of your selected form.