Video: creating and using forms, and where to find responses

In this video, I'm going to show you how to set up forms and custom forms on your site, how to add them to pages, and where to find the responses that people submit when they fill out these forms.

Creating Forms Using the Website Page Builder

1. To get started, navigate to the Website and Blog menu and click on Pages.
2. If you have an existing page, click on it to edit. Otherwise, you can add a new page.
3. To add a form, either start with a template that includes a form, or create a blank page and add a form section manually.

Adding and Editing Forms

• If you start with a template that includes a form, the form will already be in place. You can edit the form by clicking on the Settings button and navigating to the Leads tab.
• To add a form manually, click the Add button or the section divider on a blank page, then select the Form tab to add a form to your page.

In the page builder, the form is represented by a placeholder (e.g., [form]). To see the form, use the preview feature.

Configuring Form Settings

• Under the Leads tab, you can configure the form settings. For example, you can choose whether the form appears directly on the page or in a popup.
• To edit the content of the form, such as the message displayed above the form, enter your desired text in the Lead Capture Message field. You can style this text and add images if needed.
• By default, forms include fields for name, email, and phone. You can customize these fields or add new ones. Be cautious when renaming default fields to avoid storing incorrect data in the contact records.
• You can add custom fields by clicking Add and selecting the field type: short text, long text, dropdown list, list (pick one), or list (pick multiple).

Each list item can be configured to trigger specific actions such as tagging the contact, starting a campaign, or running an automation based on the selected option.

Previewing and Saving Forms

• Once you've added and configured your fields, preview the form to see how it looks. Short text labels appear inside the input box, while longer labels appear outside.
• After configuring the form, save your changes by giving the page a name and clicking Save.

Viewing Form Submissions

Once a form is submitted, the responses are stored in the contact record under past actions. You can view the submitted data by navigating to the contact manager and clicking on the relevant contact.

Advanced Tips and Use Cases

• Forms can be used for a variety of purposes, including intake forms, signature collection, or consent to terms and conditions. For example, you can create a required checkbox labeled "I agree to the terms and conditions" that must be checked before submitting the form.
• You can also configure the form to trigger specific actions after submission, such as sending a welcome campaign, tagging the contact, or adding them to a vault.

Using Popups for Lead Capture

• Forms can also be displayed in popups, which can be triggered by actions like trying to leave the page, scrolling past a certain point, or after a timer.
• To link a button to a popup, use the URL #lead or select "Show Lead Capture" from the link options in the page builder.

Additional Resources

For more detailed guidance on using forms, payments, and the page builder, please refer to the relevant help articles or reach out to support.