Step-by-Step Guide to Using the Form Builder

Step 1: Access the Form Builder

Navigate to the Form Section: Begin by selecting "Sites" from the left-hand menu of your CRM dashboard. Then, go to "Forms" in the top menu and click on "Builder" to start building your form.

Start a New Form: To begin creating your form, click on "Add Form."

Step 2: Configuring Your Form

Familiarizing Yourself with the Interface: When you start, you’ll see three tabs at the top: Fields, Styles, and Options.

• Fields: Here, you can add the information that your clients will need to fill out.
• Styles: This tab is where you can customize the visual appearance of your form.
• Options: In this section, you can name your form and set up how it will function upon submission.
  
  

Naming Your Form: In the Options tab, give your form a unique name that reflects its purpose.

Step 3: Adding and Customizing Fields

Adding Essential Fields: Switch back to the Fields tab. Here, you can drag and drop essential fields such as first name, last name, phone number, and email into your form. These fields are important for client identification and should be marked as required.

Customizing Fields: By clicking on any field within the form, you can modify its properties, including marking it as required, using the options on the right side.

Adding a Submit Button: Be sure to include a submit button at the bottom of your form. This is what clients will click to send their information.

Step 4: Styling Your Form

Customization Options: In the Styles tab, you have various options to personalize your form’s appearance, such as adjusting the background color, corner radius, and width.

Advanced Styling: For more detailed customization, you can add custom CSS and integrate your agency’s branding at the bottom of the Styles tab.

Step 5: Configuring Submission Options

Post-Submission Actions: In the Options tab, you can decide what happens after a client submits the form. You have the option to display a customized message.

Integration Options: Here, you can also integrate your form with tools like Facebook Pixel by adding your Pixel ID and configuring the related settings.

Sticky Contact Feature: Enable the sticky contact feature if you need enhanced interaction with your clients.

Step 6: Utilizing Custom Fields

Adding Custom Fields: If the standard fields don’t meet all your needs, you can add custom fields from the Fields tab. You can either select existing custom fields or create new ones to tailor the form to your specific requirements.

Troubleshooting and FAQs

• What if my form isn’t saving? Ensure all required fields are completed and that your internet connection is stable.
• Can I edit a form after creating it? Yes, you can edit forms at any time to update fields, styles, or options.