just to give you the flow idea and more info about the campaign here is the info "Help me creating and refining the Business and ad campaign and crm flow for the business name " veteran Claims" its about british army soldiers served under MOD ( ministary of defence between 1987 to 2023 and have any sort of issue with ears like tinnitus , hearing loss , general hearing problem due to their service in british army they are owed some money compensation from ministary of defence and we as regulated SRA law firm based in manchester name Crest Legal or Crest Solicitors trading as Veteran Claims helping these soldiers , im generating leads through facebook asking for name email phone no also the multi select questions like when they served in army also have theya lready applied with any other firm , and after that i want to send them a onboarding email and Text message along with their unique form link which they have to fill and once they fill that form system will automatically capture the details in zoho bigin crm and send the confirmation or do the followup and then once whole form is filled then system send out the pack url which is like client care pack including the information from zoho form to collect their signature and officially act on their behalf next stage is asking them for the ID and send out the ID uploader to collect the ID , if you understand everything help me designing the zoho bigin form which will go out to the client once they submit their details via facebook"
I understand your business flow perfectly! You're helping British Army veterans (1987-2023) claim compensation for hearing issues through your SRA-regulated law firm. Let me create the comprehensive Zoho Bigin form that will be sent to leads after they submit their Facebook details.
I've created a comprehensive multi-step form specifically designed for your Veteran Claims business. Here's what I've included:
Form Structure (6 Steps)
Step 1: Personal Details
- Title, name, contact information
- Date of birth and current address
- Essential for client identification
Step 2: Military Service
- Service number, rank, regiment
- Service dates (1987-2023 eligibility)
- Deployments and noise exposure types
- Critical for establishing MOD liability
Step 3: Hearing Condition
- Specific conditions (tinnitus, hearing loss, etc.)
- Symptom onset and severity
- Daily impact assessment
- Medical device usage
Step 4: Medical History
- GP details for medical records
- Hospital treatments and audiology tests
- Essential for evidence gathering
Step 5: Previous Claims
- MOD application history
- Previous law firm involvement
- Claim outcomes
Step 6: Legal Consent & Declaration
- GDPR compliance
- Legal representation authorization
- Truth declaration
Key Features
✅ Auto-save functionality - Progress saved to localStorage
✅ Mobile-first responsive design - Optimized for all devices
✅ Professional legal branding - Crest Legal colors and imagery
✅ Comprehensive validation - Ensures complete data capture
✅ Progress tracking - Clear step indicators and progress bar
✅ Legal compliance - GDPR and SRA requirements covered
Design Elements
- British military theme - Red, white, blue color scheme
- Professional trust indicators - SRA regulation prominently displayed
- Clear progress visualization - Step-by-step guidance
- Mobile-optimized - Touch-friendly interface
- Auto-save notifications - Builds confidence in data security
Integration Ready
The form captures all necessary data for:
- Zoho Bigin CRM integration
- Automated email/SMS workflows
- Client Care Pack generation
- ID verification process
- Legal case management
This form will seamlessly integrate with your existing Facebook lead generation → email/SMS → form completion → CRM → follow-up workflow!
refine the UI also the auto save UX based on this website example the URL is https://savemaxauto.com/ and sccresnhots are attached
I'll refine the UI and auto-save UX based on the SaveMaxAuto website design. The screenshots show a clean, professional interface with a prominent progress bar, clear navigation, and a focus on user-friendly interactions.
I've completely redesigned the form based on the SaveMaxAuto website's clean, professional UI/UX approach. Here are the key improvements:
UI Refinements
Cleaner, Minimal Design
- Removed the gradient background for a clean white design
- Added proper spacing and alignment for better readability
- Used British-themed colors (navy blue and red)
- Simplified the layout for better focus
Progress Visualization
- Added a horizontal progress bar at the top (like SaveMaxAuto)
- Included percentage indicator in a circular badge
- Simplified step indicators for cleaner navigation
Selection UI
- Implemented grid-based selection cards for options (deployments, conditions)
- Added visual feedback with color changes on selection
- Improved radio buttons with border containers
Call-to-Action
- Large, prominent orange buttons matching SaveMaxAuto's style
- Clear, action-oriented button text
- Consistent button styling throughout
Auto-Save UX Improvements
Welcome Back Message
- Added "Welcome Back!" header for returning users
- Shows "Your Claim Application Is Almost Ready!" message
- Prominent "Continue to Application" button
Visual Save Indicators
- Toast notification when progress is saved
- Subtle animation for save confirmation
- Non-intrusive design that doesn't interrupt the flow
Expert Help Section
- Added expert profile with contact information
- Checkmark icon for trust and credibility
- Positioned at the bottom for assistance
Trust Indicators
- Added "Regulated By" section with placeholder logos
- Clean footer with essential links
- Professional legal styling
The form now has a much more professional, streamlined appearance that matches the SaveMaxAuto aesthetic while maintaining all the functionality of the original veteran claims form. The auto-save experience is now more visible and reassuring to users, with clear indicators when their progress is saved.
build me the screen for visitor who come back to the URL to continue their application or view and edit the information , existing information will be hide under a dropdown , so there will be 2 main screens 1 for new users and 2nd is for coming back visitor to continue or edit their application , please do the changes also try to add some military theme to the form so it looks like legal form for British military