Sweet Academy

Do you wish to learn more about how to use Sweet?
Below, you’ll find some guidance!

Features from the latest release

Sweet Fall Release 5.1 2024
Sweet Systems logo black

Watch our highlights from Sweet Fall Release 2024

Sweet introduces several new customization features allowing you to further optimize your Sweet solutions. We present

  • The List Component Preview
  • The Theming feature
  • Document management
  • And more!

1 min

See the hightlights

Academy List component
Sweet Systems logo black

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

Learn how to create a customized list

Custom Theming feature
Sweet Systems logo black

Theming: Customize the user inteface using custom theming

Learn how to change the standard theme to your own colors and logo using the new Theming feature. A new PRO feature in Sweet CRM and Forms.

Available from version 5.1

2 min

Learn how to change theme

Forms QR code
Sweet Forms logo

QR code: Get the QR code for your Sweet Forms

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 

Learn how to find the forms QR code

Videos and guides

Filter by platform

Sweet Forms

Sweet Forms started kit
Sweet Forms logo

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

Forms starter kit
Swet Forms build lead form
Sweet Automation Sweet Forms logo

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

Lead process
Sweet Forms introduction
Sweet Forms logo

Create your first Sweet Form

Get an introduction to Sweet Forms and learn how to create your first form!

5 min

See how Sweet Forms works

2024-11-08

Sweet Forms question types
Sweet Forms logo

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

Learn how to use all question types

2024-11-04

Form visibility rules
Sweet Forms logo

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

Learn how to create visibility rules

2024-11-05

Sweet Forms logo

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

Learn how to set up validation rules

2024-11-07

Sweet Forms publish settings
Sweet Forms logo

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

Learn how to share and publish your form

2024-11-07

Forms send email notification
Sweet Forms logo

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

Learn how to configure e-mail notifications from form

2024-11-28

Forms Scrive e-signing Swedish Bank ID
Sweet Forms logo

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

Learn how to set up e-sign with Swedish BankID

2024-09-02

Sweet Forms and Roaring integration to prefill information (1)
Sweet Automation Sweet Forms logo

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 

Learn how to prefill forms

2024-09-10

Forms QR code
Sweet Forms logo

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 

Learn how to find the forms QR code

2024-10-28

Sweet Forms Finish text and redirect video
Sweet Forms logo

Manage finish page and redirects

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 

Learn how to redirect and design finish pages

2025-02-06

Sweet Forms logo

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 

Learn how to design an automated lead form

2024-12-03

Sweet Forms: Create logic with events and JavaScrip
Sweet Forms logo

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 

Learn how to add logic to forms

2024-09-13

Form flow guide
Sweet Forms logo

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 

Learn how to use Form Flow

Sweet Forms Import and export form templates
Sweet Forms logo

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 

Learn how to use templates

2024-09-12

Automation and Forms collect answers and build flow
Sweet Automation Sweet Forms logo

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

Build selection in Automation based on Form answers
Sweet Automation Sweet Forms logo

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

Forms add custom CSS
Sweet Forms logo

Style with CSS

In this video, you’ll learn how to enable a customized form CSS to style your form.

2 min

Learn how to style form with CSS

2024-08-30

Forms and General texts
Sweet Forms logo

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

Learn how to use general texts

2024-09-02

Forms set up e-signing
Sweet Forms logo

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

Learn to set up a form with e-sign

2024-09-02

Sweet Automation

Swet Forms build lead form
Sweet Automation Sweet Forms logo

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

Lead process
Introduction to Sweet Automation
Sweet Automation logo

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 

Get the introduction

2025-01-21

Load flow Selection
Sweet Automation logo

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 from incoming email
Sweet Automation logo

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 

Learn how to read e-mails into a flow

2025-01-22

Sweet Automation File, Sweet and tag action
Sweet Automation logo

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 

Learn how to import contacts from file to Sweet CRM

2025-01-28

Sweet Automation Sweet notification action
Sweet Automation logo

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 

Learn how to create notifications

2025-01-29

Load flow from file
Sweet Automation logo

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 

Learn how to use a file as data source

2025-01-22

Find Sweet Automation flow participant
Sweet Automation logo

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 

Learn how to find flow participants

2024-09-12

Automation and Forms collect answers and build flow
Sweet Automation Sweet Forms logo

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

Build selection in Automation based on Form answers
Sweet Automation Sweet Forms logo

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

SA basic selection query
Sweet Automation logo

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 

Learn how to create a basic selection

2024-10-30

SA basic selection query
Sweet Automation logo

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 

Learn how to create an advanced selection

2024-10-31

Build flow in Automation with e-mail marketing
Sweet Automation Sweet Forms logo

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)

Learn how to build an e-marketing flow

2024-09-09

Flow settings general
Sweet Automation logo

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 

Learn the general action setting 

2024-09-09

Get selection results using the API
Sweet Automation logo

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 

Learn how to get selection results from API

2024-11-01

Get or extract data from flow or selection using API
Sweet Automation logo

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 

Learn how to get information using the API

2025-01-09

Sweet CRM

Academy List component
Sweet CRM logo

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

Learn how to create a customized list

2024-10-31

Academy List component
Sweet CRM logo

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

Learn how to create a customized list

2024-10-30

Selection list - Work with cases in selection list
Sweet CRM logo

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

Learn how to use the selection list

2024-08-30

Sweet Automation Sweet notification action
Sweet Automation logo

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 

Learn how to create notifications

2025-01-29

Sweet Automation File, Sweet and tag action
Sweet Automation logo

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 

Learn how to import contacts from file to Sweet CRM

2025-01-28

Custom Theming feature
Sweet CRM logo

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

Learn how to change theme

2024-10-24

Connections

Sweet Forms and Roaring integration to prefill information (1)
Sweet Automation Sweet Forms logo

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 

Learn how to prefill forms

2024-09-10

Forms Scrive e-signing Swedish Bank ID
Sweet Automation Sweet Forms logo

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

Learn how to set up e-sign with Swedish BankID

2024-09-02

Load flow from incoming email
Sweet Automation logo

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 

Learn how to read e-mails into a flow

2025-01-22

Build flow in Automation with e-mail marketing using Spotler Mailpro Webpower
Sweet Automation Sweet Forms logo

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)

Learn how to use e-marketing 

2024-09-09

Get selection results using the API
Sweet Automation logo

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 

Learn how to get selection results from API

2024-11-01

Get or extract data from flow or selection using API
Sweet Automation logo

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 

Learn how to get information using the API

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 form

Application template with

  • Swedish BankID e-sign (a connection is needed)
  • Validation rules on format
  • Mandatory fields
  • CSS styling
  • Form key
  • Answer keys
Get template

Application without e-sign

Application form

Application template with

  • Validation rules on format
  • Mandatory fields
  • CSS styling
  • Form key
  • Answer keys
Get template

KYC for insurance (SV)

KYC försäkring

Know Your Customer template with

  • Standardized KYC questions for insurance businesses
  • Validation rules on format
  • Mandatory fields
  • CSS styling
  • Form key
  • Answer keys
Get template

JavaScript examples

JavaScript

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
Get template
ISO27001 certificate logo

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.