Click on Marketing & Autopilot which is highlighted in magenta below
Choose Forms
Click Build Form in the top left corner
Choose the type of contact this form is made for:
Name your form - this is now client facing meaning your contacts will see the form name
Add a description - this is only visible to your team
Page title for SEO goes in the browser tab.
Page description for SEO goes in the description of the page when found in a search engine such as Google.
You can use your current logo or upload a different logo as necessary. To upload a different logo click in the box shown below and choose a file. To use the default logo, leave this part untouched.
You can change the colours of your forms - and have a Primary, Secondary and Tertiary colour palette to build. To edit the colours, untick the Use Forms Default Colours and click on the box beneath each colour. There is a hex code option as well as a colour picker option. To learn more about Form settings and defaults, click here.
Add a page with a welcome and or goodbye message by ticking the box next to either
Once ticked, you can type in a title and then description - both are public and can be seen by all contacts. The title is larger than the description and should be kept brief.
The Success message will always appear - you do not have to add a goodbye message to have it there. It is designed to let the contact know they have successfully completed the form. Change it to be what you would like or leave it as is.
At the end of the form you can redirect the contact to any website you would like. For example this can be an e-book or an about us page.
You are able to send an email and or SMS to notify the contact that the form has been successfully filled out. Tick your choice(s).
We have created a default email template or you can create your own. Click Preview Email template to ensure it is the template you want to send.
Edit the text for the SMS to be what you wish.
Choose who on your team will be notified of a completed form under Users. The Selected Users Option allows you to choose multiple users by name
Click next and you will see the Update Form page. It is already on the Questions tab.
There will always be two questions here - they are required to make the form work. 'Your email address' can be edited. For instance, you may want it to say 'What is your email address?'
The second required question is GDPR related and cannot be edited.
Click 'Click here to create your next question'
There are many question types to choose from. Here is an article with the question types and answers
Form Question and Answer Types
Once you have chosen the Question Type, it will appear below
Simply click where it says Fill your Awesome Question and type what you would like the question to be.
If you change your mind on the type, click the rubbish bin to delete it and start again.
When you click on the question, the left side menu allows you to do the following:
Choose whether this is a required question (green means required)
Choose to update existing Lifesycle Fields - some questions will automatically update information in Lifesycle should you tick this box. Examples are Mobile Number, Email Address, Salutation, First Name and Last Name.
Description - add additional information about this question (it will show beneath the question but above the answers). This would be used to explain why you want to know the answer or give details about the type of answers you are looking for.
Placeholder - this greyed out text will go in the answer field where the contact will type. For example, Mobile number may have 'ie 0000 000 000' to further instruct them on what to type. The placeholder text will disappear as the contact begins typing in the answer
For multiple choice questions, you will also be able to add the answers for the contact to choose from.
The tick will make that answer a default - meaning it will automatically be ticked or will be in the drop down as the default choice. When you click on the tick mark, it will turn green to let you know the option has been chosen as the default choice.
Type in the answers that you want to show. Click the plus sign to add more options for the contact to choose from.
The system automatically saves changes for you and you can see the date and time of the last change saved at the bottom of the screen
Once you have created the questions, you can preview and fill out the form by clicking on Preview at the top of the screen
PLEASE NOTE: Previewing of the form on this page is temporarily unavailable.
Reset Preview starts the preview from the Welcome Screen or the first question so you can make edits as you go
You can see who has filled out the form by clicking results. You will receive a notification (depending on what you chose for notifications) when the form is filled out. It will also be on individual contact timelines.
To place the form on your website or use it in an ad or on a blog, click on Form Integration.
Copy and paste the link toward the top of the screen to use the form in an ad or blog or have a direct link on it from your website (the visitor clicks on a button or banner and arrives at the form).
To have it listed elsewhere on your website (maybe as an option on a screen already built like your blog page or contact us page), copy and paste the detailed integration options which are shown in black screens - copy it and send it to your website for further integration.