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.
Step 1: Accessing and Navigating the Forms Section
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 time 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 2: Creating a Form
Navigate to the Builder by clicking into an existing form to edit it, or clicking “Create New Form” in the top right corner. You’ll be taken into the form builder.
You can give your form a name by clicking on ‘Options’ and editing the form name field.
Under “Fields” you can drag and drop standard and custom fields into the form builder.
You can click the X on a field you’ve added to remove it.
Using Custom fields, you can completely customize forms with specific fields that pertain to your business. Standard Fields include things like contact information, birthday, etc. Custom Fields can be anything from “What’s your Favorite Food?” to “Annual Income” to “Favorite Movie” and more… you can completely customize custom fields and include text boxes, signature fields, drop-down menus for selecting from a list of options, etc.
Under “Styles” you can customize the layout, colors, add any CSS, and toggle on or off the Agency Branding.
Under “Options” you can choose the form name, determine what happens upon submission (is there a page redirect or a message), and you can add a Facebook Pixel ID. You can also toggle on or off the Sticky Contact feature.
Step 3: Integrating and Using a Form
Once you create a form and save any changes, you can click “Integrate Form” to access a link or embed code. Embed code can be included in a website or funnel page. A link can be pasted into a SMS or email message.
Forms can also be connected in a calendar (check out Calendar Settings to learn more about this.)
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.
NOTE: Check out our "How to Customize a Form or Survey" tutorial for a video and more details on customization of forms and surveys.
VISUAL STEPS:
2. Click on Sites
3. Click on Forms
4. Click on Builder
5. If you want to edit a current form, click edit
6. If you want to Create New Form, click Create New Form
7. Grab the fields you want to populate on the form and drag and drop them on the new form
8. You have the ability to create and add your own 'Custom Fields'
9. When you toggle to a custom field, scroll to the bottom of the form to select "Add Custom Field"
10. You have the ability to select many different Custom Field Options, choose what field you want to create
11. You also have the ability to customize the forms to your branding; go to styles
12. In the styles field, you can select colors, fonts and other awesome features to brand your form to you!
13. Click on Options tab
14. From here, you can name your form (Non customer facing) and you have the ability to redirect upon form submission
15. Click on the drop down for "On Submit"
16. You can redirect to a specific URL or Thank You message
17. Select the drop down
18. Select either "Message" or "URL"
19. Enter the thank you message you want the lead/client to see when they submit the form, Or if you selected URL, enter the redirect URL
20. Click on Save Form to save this form and make it go live
21. Click on "Integrate Form" button to grab the embed code
22. Click on Use the following options to integrate your custom form into your website.