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How To Build, Edit, And Utilize Forms

Charie

Using forms can be a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the form builder is a critical piece to being able to best use the system to customize it for your business needs. You can add elements to capture the information you need from your leads.  All style, design, and option tools are conveniently located on the right. Tailor your forms with precision, customizing layouts, colors, and other stylistic elements. .

 

Overview of the Forms Feature

  • Navigate to Forms. You’ll see 3 tabs: Builder, Analyze, and Submissions

  • “Builder” features a list of all your existing forms. You can also create a new form from this page.

  • “Analyze” gives you an overview of the number of submissions, as well as a graph. You can sort by form, choose a specific period, and more.

  • “Submissions” allows you to sort through the submissions for all forms or select a specific form. You can also search for a specific submission by name, email, phone number, or contact ID.

 

Step 1: Creating a Form

  • Navigate to the Builder and click on Builder, then New Form, and then Start from Scratch. 

 

Note: You can also click on edit on an already existing form to edit more, or select a template, by clicking on New Form - Choose from Template. 

 

 

Step 2: Edit your Form by Adding Elements

  • You can edit the name of the form by clicking on the pencil to edit

 

  • Click on the + sign on the left to see all the elements available. 

 

  • Once you see the one you need, click on it, drag it, and drop it in the position where you want it to be.

 

 

Note: You can also add a short label to each element you add. This allows you to assign a brief and focused title or heading to each element in your form. It serves as a quick overview of the content or input expected from respondents.

 

  • If you don’t need this anymore element, then, click on the element, and on the X to delete it. 

  • You also have the option to add your custom fields. Next to the Elements (Quick Add tab), you will see the Custom Fields. 

 

 

 

 

  • This is the list of elements you can add: 

    • Full Name

    • First Name

    • Last Name

    • Date of Birth

    • Phone

    • Email

    • Button

    • Address

    • City

    • State

    • Country

    • Postal Code

    • Website

    • Organization

    • Text

    • HTML

    • Image

 

Note: The Image element now can resize the image in the builder itself. You can also align the image, and add text to images for SEO purposes. 

  • Captcha

  • Source

  • Terms & Conditions

 

Step 3: Add Conditional Logic (Optional)

  • On the left side, you will see the logic icon, next to the “+” to add elements

  • Click on it to start the conditional logic

  • You can use the Redirect to URL, Display Custom Message, or Disqualify Feed options for now.

 

Note: You need to have the custom fields added first to be able to use the conditional logic. 

  • Show/Hide Fields are coming soon!

 

Step 4: Edit your Form by Styling it

  • Go to the right side and click on ‘Styles & Options.’ 

  • Under styles, you can edit:

    • The layout 

    • The form style (background, padding, borders, shadow, etc)

    • The custom field style

    • The label

    • Placeholder

    • Add Custom CSS

    • The background image, which is intended to cover the entire page, provides a visually appealing backdrop for the form. 

    • The header image, which is designed to cover the entire width of the form and remains positioned at the top of the form. This allows you to display captivating images at the top of the form, creating an impactful and visually engaging experience.

    • Toggle the agency branding

 

Note: Please note that the background image feature is currently available only in the new form builder. Users can preview the background image they have set within the form builder by clicking on the preview option.

  • Under “Themes” you will be able to choose from a wide array of professionally crafted themes that suit various styles and purposes.

 

Note: All the themes come already with a background, field style, font, size, button design, etc. Below is an example of what the Casual theme looks like. 

 

  • Under “Options” you can choose the form name, determine what happens upon submission (is there a page redirect or a message), add a Facebook Pixel ID, and enable timezone. You can also toggle on or off the Sticky Contact feature.

 

Note: Activating the timezone option will capture the time zone information of the individual submitting the form

 

Step 5: Integrate the Form

Generate links and embed codes. Connect forms to calendars and integrate them into your funnels and websites. Leads and contacts can fill out forms with ease, while you manage submissions in the system.

  • Once you create a form and save any changes, you can click “Integrate Form” to access a link or embed code. 

  • We have multiple options of integration.

  • Forms can also be connected to a calendar (check out Calendar Settings to learn more about this.)

  • Forms can also be used in Funnels or Websites using the Form Element

  • Once a form is integrated into the system in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in your system.

 

Step 6: Save your Form

  • Although we recommend that you save your form from time to time while you are editing, don’t forget to save it one last time when all the edits are done.

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