Sweet Academy
Do you wish to learn more about how to use Sweet?
Below, you’ll find some guidance!
Features from the latest release


List Component: Learn how to set up your own list using Sweet CRM data
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.
This is a preview version
7 min
Videos and guides
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Sweet Forms

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

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 (ep 1 of 3)
Learn how to get form answers in Sweet Automation
Watch part 2 – Create the selection query
Watch part 3 – Build e-mail flow
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 (ep 2 of 3)
Learn how to create a form selection
Watch part 1 – Collect form answers
Watch part 3 – Build e-mail flow
2024-09-04
Sweet Automation


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

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

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


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 (ep 1 of 3)
Learn how to collect the form answers in Sweet Automation
Watch part 2 – Create the selection query
Watch part 3 – Build e-mail flow
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 (ep 2 of 3)
Learn how to create a form selection
Watch part 1 – Collect form answers
Watch part 3 – Build e-mail flow
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.
Watch part 1 – Collect form answers
Watch part 2 – Create the selection query
10 min (ep 3 of 3)
2024-09-09

Get selection results 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
2024-11-01

Get information from Sweet Automation 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

Learn how to 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.
7 min
2024-10-31

Learn how to set up the List Component using Sweet CRM data
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.
Approx 10 min
2024-10-30

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
Connections

Connect data sources using the API to make selections
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
2024-11-01

Get information from Sweet Automation 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.