How to Build a Basic Form

From lead generation to signup forms and event scheduling, the form builder in your CRM provides extensive customization options. You can design forms that align perfectly with your brand, incorporating personalized styling and robust features. This tool offers a range of possibilities to create unique, fully tailored forms. Keep in mind that the level of access to some features may depend on your user permissions. 

Form Creation Sections

When creating or modifying a form, you’ll navigate between three tabs:

1. Form Elements: Add fields and components to make each form unique.

2. Styles: Customize the form's look to match your branding.

3. Options: Manage component names, data tracking, and other form specifics.

These sections simplify the process of creating and editing forms. 

Embedding Forms on Your Website

To place a form on your website, select the "Integrate Form" tab. 

External Embed Design Options

Once you click the integration tab, you’ll be prompted to select an Embed Layout Type. The available options include:

• Sticky Sidebar
• Polite Slide-in
• Popup
• Inline

Sticky Sidebar

This layout places the form on either the right or left side of the screen. Users can minimize the sidebar if preferred, and you can customize its minimized title. 

Polite Slide-In

The slide-in form appears at the bottom of the page, either on the right or left. It stays visible for a short time, then disappears, providing a cleaner browsing experience. Like the sticky sidebar, this form can also be minimized. 

Popup Form

Popup forms gather user information by appearing directly on the screen. While these forms can be closed, they cannot be minimized. 

Inline Forms

Inline forms blend with the page content and cannot be minimized or closed. Their elements are aligned, providing a seamless experience within the page layout. 

Trigger Types

You control how and when forms are displayed with the following triggers:

• Show on Scrolling: The form appears after a user has scrolled a certain percentage of the page.
• Show after X seconds: The form displays after a visitor spends a designated amount of time on the site.
• Always Show: The form appears as soon as the visitor arrives on the page.

Activation Settings

Forms can be activated in several ways:

• Activate on Xth Visit: The form shows after the user visits the page a specified number of times.
• Always Activated: The form appears every time the visitor loads the page, regardless of their visit count.

Deactivation Settings

Forms can also be disabled using these options:

• Deactivate after X Views: The form will stop showing after it has been displayed a set number of times.
• Deactivate After Lead Capture: Once a lead is collected, the form is disabled.
• Never Deactivate: The form remains active indefinitely. 

Copy Embed Code

Clicking the “Copy Embed Code” button allows you to paste the form onto external web pages. If you're unsure about the code placement, it’s best to consult your web developer. 

Copy Form Link

To quickly share the form, use the "Copy Form Link" feature to send a direct link to users. 

Open Form in New Tab

Clicking "Open Form Link" will display the form in a new browser window. 

Save Your Progress

Always remember to save your work periodically. You can continue building your form even after saving, but it's a good habit to keep your progress secure.