Sweet Academy
Do you wish to learn more about how to use Sweet?
Below, you’ll find some guidance!
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Sweet Forms
Most popular: Create new form I All question types I Publish settings I Validate answers/ input I Visibility rules
Enable e-signing I Style with CSS I Create logic with JavaScript
Learn Sweet Forms
Get to know how to build you own Sweet Forms in this series of short videos. You will learn our question types, validation and visibility rules as well as how you publish and share your forms.
8 steps
Master automated lead collection
Unlock the power of lead management and automation in this 4-part digital course! Learn how to collect leads effortlessly with Sweet Forms and nurture them using Sweet’s automated workflows together with e-marketing.
4 steps
Create your first Sweet Form
Get an introduction to Sweet Forms and learn how to create your first form!
5 min
2024-11-08
Get to know all form question types
Get an introduction to all question types that you can use in Sweet Form designer, from simple free text questions to code group questions, lists and matrixes.
7 min
2024-11-04
Create visibility rules
Visibility rules allows you to build dynamic forms depending on how the respondent answers the form. It’s very useful when you tend to have a long form, and want to make it as neat as possible for the respondent.
3 min
2024-11-05
Control and validate input using validation rules
Learn how to use validation rules in Sweet Forms to control and validate the input format of your questions.
5 min
2024-11-07
Publish and share your form
In this video, you will learn how to publish your form when you are done editing in Sweet Form Designer. To make your form publicly available you must also enable Public access. We’ll show you how.
1 min
2024-11-07
Send e-mail notification or confirmation from a form
Learn to configure e-mail notifications in Sweet Forms, triggered when starting or completing a form—perfect for quick confirmations or updates.
4 min
2024-11-28
Forms with e-signing and Bank ID using Scrive
Learn how to set up a form with digital signing, also known as e-signing, using the solutions Sweet Forms and Scrive.
5 min
2024-09-02
Prefill KYC form using a data source, here Roaring
Learn how you can use an external information provide like Roaring to prefill information to speed up your KYC. This will decreases or diminish the administrative burden.
4 min
2024-09-10
Get a QR code for your form
Learn how to get a QR code for your Sweet Forms. Easily copy it, download it and print or embed it.
Available from version 5.1
1 min
2024-10-28
Redirects and finish page
Learn how to control what happens after a respondent completes or exits a form. The Redirect & Finish Text feature lets you display a custom message and redirect respondents to specific URL’s based on their actions.
2 min
2025-02-06
Create a form to collect leads from the web
Learn how to use Sweet Forms to effortlessly collect leads from your website! A simple form styled with CSS, redirect and short questions prepared for automating lead nurturing.
5 min
2024-12-03
Learn how you level up your forms with logic using events and JavaScript
Learn how JavaScript in Sweet Forms can be used to enhance functionality and user experience by automating tasks and creating dynamic interactions.
2 min
2024-09-13
How to build a Form Flow
Learn how you can utilize Form flow to bundle many forms and guide the respondent’s through a process. Form Flow is a powerful feature that allows you to link together and navigate between multiple forms seamlessly.
Approx 4 min
Easily use form templates by leveraging export/ import function
Learn how you can utilize templates from Sweet Forms by exporting and importing templates between environments. Or use our library.
2 min
2024-09-12
Get form answers and automate tasks in Sweet Automation
Learn how you can use Sweet Forms to collect information using a digital form, and use Sweet Automation to automate tasks or processes to manage it.
5 min
2024-09-03
Create a selection in Automation based on Sweet Form answers
Learn how you can create a selection query to view a dataset based on Sweet Form answers.
4 min
2024-09-04
Style form with CSS
In this video, you’ll learn how to enable a customized form CSS to style your form.
2 min
2024-08-30
Create reusable text block with general texts
In this video, you’ll learn how to use text from your “General texts library.” General texts makes it easy to manage texts that are reused across multiple forms.
3 min
2024-09-02
Set up form with e-signing
In this video, you’ll learn how to set up a form along with an e-signing provider to provide a form using e-signing/ digital signing. In this video no authentication will be used, but can be customized.
5 min
2024-09-02
Sweet Automation
Most popular: Introduction to Automation I Flow toolbox I Make a selection I Flow action settings I Load flow from selection I Read e-mails into flow I Import data from file I Build e-marketing flow I API: Get flow or selection data I API: Get and filter selection data
Automate your CRM processes
Get a quick intro to Sweet Automation and learn how to automate processes, create selections from CRM data, load participants into flows, and use key tools like actions and connections.
9 steps
Master automated lead collection
Unlock the power of lead management and automation in this 4-part digital course! Learn how to collect leads effortlessly with Sweet Forms and nurture them using Sweet’s automated workflows together with e-marketing.
4 steps
The flow toolbox and actions
Read more about all our flow toolbox components like actions, connections, flow tools and data transformation tools.
2025-03-27
Introduction to Sweet Automation
Get to know the potential of Sweet Automation. In this introduction we’ll navigate through process automation, integrations and insights.
7 min
2025-01-21
Automate the customer lifecycle
Building strong, long-lasting customer relationships is more than just offering great products or services—it’s about creating meaningful experiences at every stage of the customer journey.
2 min
2025-02-10
Load flow using selection queries as data source
Learn how to build a an automated flow from scratch! Loading tasks are used fill a flow with participants/ target groups, these are usually the flow starting point.
3 min
Learn how to load your flow with participants from selection
2024-09-11
Load flow with e-mails from an e-mail service
Explore how Sweet Automation can read e-mails using the load action called “Incoming Email”. Loading tasks are usually the flow starting point.
5 min
2025-01-22
Import contacts from a file into Sweet CRM
Learn how to import contacts from an Excel file into Sweet CRM using Sweet Automation’s File load action, the Sweet CRM action, and Sweet Tag action. This method allows you to easily transfer data, automate updates, and keep your CRM organized.
9 min
2025-01-28
Create your own notifications in Sweet CRM/ Forms
Want to customize and automate system notifications in Sweet CRM and Forms? In this tutorial, you’ll learn how to use Sweet Automation’s Notification Action to create customized alerts for users based on specific rules and criteria.
3 min
2025-01-29
Import data using a file as data source
Learn how to use a file as your data source to import data, or use in your flow. Loading tasks are used fill a flow with participants/ target groups, these are usually the flow starting point.
4 min
2025-01-22
Enable Teams notifications
You can create smart workflows that seamlessly integrate Sweet and Microsoft Teams to create fully customized notifications and alerts.
1 min
2025-02-11
Easily find a flow participant
How do I find a flow participant, when I don’t have the participant ID? In this video you will learn how to search and find flow participants.
1 min
2024-09-12
Get to know the the flow action settings
Learn more about the general flow action settings connected to the actions you can use to build your flow.
3 min
2024-09-09
Get form answers and automate flow tasks
Learn how you can use Sweet Forms to collect information using a digital form, and use Sweet Automation to automate tasks or processes to manage it.
5 min
2024-09-03
Create a selection in Automation based on Form answers
Learn how you can create a selection query based on Sweet Form answers. This is the second part of a series where we use Sweet Form answers to build and automate a set of tasks as part of an automated lead process.
4 min
2024-09-04
Create a basic selection in Automation based on Sweet CRM private persons
Learn how you can create a selection query based on Sweet CRM as your data source using private persons as an example. This is on a basic level, watch the advanced level here.
8 min
2024-10-30
Create an advanced selection in Automation based on Sweet CRM private persons
Learn how you can create an advanced selection query based on Sweet CRM as your data source using private persons and their bank account data as an example. This is on a advanced level, watch the basic level here.
7 min
2024-10-31
Create an automated e-mail flow
Learn how you can build a flow with the e-mail marketing action, in this video as part of a lead flow. This is an automated set of actions where we use Sweet Form as the starting point.
10 min
2024-09-09
Use formatters to validate and filter data in selections
Learn how you can use pre-defined (or build your own) formatters to validate your data, or filter it based on dynamic values or fixed parameters.
3 min
2025-03-24
Get selection results and apply filters using the API
Learn how to leverage the API in Sweet Automation to create powerful filters for data selection. With this feature, you can streamline your data retrieval by applying precise filters directly in selection templates, allowing you to quickly access relevant information for your workflows.
2 min
2025-02-28
Get information from flow or selection using the API
Learn how to get or extract data from a Sweet flow or connected datasource using the API. This is a very easy way to use Sweet’s API to build integrations where you want to get, or extract information from Sweet Automation and use it somewhere else.
4 min
2025-01-09
Sweet CRM
Most popular: Work in case pipeline I Use selection list for filter, actions and updates I Change theme I
Create your own list from integration I Customize notifications (automation) I Import CRM data from file (automation)
Automate your CRM processes
Get a quick intro to Sweet Automation and learn how to automate processes, create selections from CRM data, load participants into flows, and use key tools like actions and connections.
9 steps
NEW: Create custom lists and integrations with Panorama View
Learn how to set up the easy list integration – Panorama View (former List component). This feature enables you to create and display custom lists by visualizing data from any integrated systems or external data source, providing a centralized view of all relevant information.
Available from version 5.2
7 min
2025-03-10
NEW: Use Flow Trigger for on-demand automation
Learn how to use Flow Trigger, a new feature in the form of a button that allows you to trigger automated workflows or integrations on-demand from within Sweet CRM & Forms.
Available from version 5.2
5 min
2025-03-10
Case management work in case pipeline
In this short video, we will learn how to work with cases from the case pipeline in the Sweet CRM platform.
2 min
2024-08-30
Navigate the selection list to search, filter, edit, mass update and share
Learn how to find, select, edit list and list items, mass update and export information from your selection lists. In this example we will look at the selection list of cases.
6 min
2024-08-30
Add new company & contact
Learn how easily you can add and create new companies and contacts in Sweet CRM.
2 min
2025-03-06
Create your own notifications in Sweet CRM/ Forms
Want to customize and automate system notifications in Sweet CRM and Forms? In this tutorial, you’ll learn how to use Sweet Automation’s Notification Action to create customized alerts for users based on specific rules and criteria.
3 min
2025-01-29
Import contacts from a file into Sweet CRM
Learn how to import contacts from an Excel file into Sweet CRM using Sweet Automation’s File load action, the Sweet CRM action, and Sweet Tag action. This method allows you to easily transfer data, automate updates, and keep your CRM organized.
9 min
2025-01-28
Hack the search with % to search for everything
Learn the useful hack to get more search results that “contains” the term you search for and not only “begins with”.
1 min
2024-09-12
Customize the user inteface using theming
Learn how to change the standard theme to your own colors and logo using the new Theming feature.
Available from version 5.1
2 min
2024-10-24
Set up the List Component using Sweet CRM data
In this video, you’ll learn how to set up and use the powerful List Component in Sweet CRM /Forms. This feature enables you to create and display custom lists by pulling in data from Sweet, integrated systems or external partners, providing a centralized view of all relevant information.
Available from version 5.1
7 min
2024-10-31
Set up the List Component using Sweet CRM data (guide)
In this guide, you’ll learn how to set up and use the powerful List Component in Sweet CRM /Forms. This feature enables you to create and display custom lists by pulling in data from Sweet, integrated systems or external partners, providing a centralized view of all relevant information.
Available from version 5.1
Approx 10 min
2024-10-30
Connections
Most popular: Scrive: E-sign I Spotler: E-mail marketing I E-mail: Read e-mails I Roaring: Prefill form info I
Scrive: Set up form with e-sign and BankID
Learn how to set up a form with digital signing, also known as e-signing, using the solutions Sweet Forms and Scrive.
5 min
2024-09-02
Spotler: Create an automated e-mail flow
Learn how you can build a flow with the e-mail marketing action, in this video as part of a lead flow. This is an automated set of actions where we use Sweet Form as the starting point.
10 min (ep 3 of 3)
2024-09-09
Load flow with e-mails from an e-mail service
Explore how Sweet Automation can read e-mails using the load action called “Incoming Email”. Loading tasks are usually the flow starting point.
5 min
2025-01-22
Roaring: Prefill forms using a data source
Learn how you can use an external information provide like Roaring to prefill information in Sweet Forms. This will decreases or diminish the administrative burden.
4 min
2024-09-10
Get selection results and apply filters using the Sweet Automation API
Learn how to leverage the API in Sweet Automation to get selection results and create powerful filters based on your selections. With the API, you can streamline your data retrieval by fetching selection data and apply selection filters, allowing you to get access to relevant information using the API.
2 min
2025-02-28
Get information from flow using the API
Learn how to get or extract data from a Sweet flow or connected datasource using the API. This is a very easy way to use Sweet’s API to build integrations where you want to get, or extract information from Sweet Automation and use it somewhere else.
4 min
2025-01-09
Form templates
Below you find form templates you can use when you want to implement or test a new process using forms. To import a form template you must first download and unzip the file, and then go to Sweet Forms and select “Import form” under the Forms menu. Watch the video how to import a form template here.
Application with e-sign
Application template with
- Swedish BankID e-sign (a connection is needed)
- Validation rules on format
- Mandatory fields
- CSS styling
- Form key
- Answer keys
Application without e-sign
Application template with
- Validation rules on format
- Mandatory fields
- CSS styling
- Form key
- Answer keys
KYC for insurance (SV)
Know Your Customer template with
- Standardized KYC questions for insurance businesses
- Validation rules on format
- Mandatory fields
- CSS styling
- Form key
- Answer keys
JavaScript examples
Create logic and events using JavaScript to:
- Genrate a QR code
- Sum and calculate fields
- Copy text between questions
- Merge two text fields to one
- Download calendar file
- Define approved dates
ISO-certification
Security is of the utmost importance to Sweet Systems and our clients. We are proud to be ISO 27001 certified, confirming our commitment to maintaining the highest level of information security to protect our systems and our clients’ data. With our certification, we always aim to provide a reliable and secure environment for our customers.
