Creating/Editing Forms

Forms are one way to collect opt-in leads from visitors to your website or landing page. 

The following article shows where to go and get your forms set up.

Let's get started!

Go to Campaigns>All My Campaigns section and select the campaign you are working on.

Select the Forms Tab

To Edit an existing Form: Simply click the 'edit' button to the right under the column ACTIONS.

Notice that your header indicates that you are editing the form. In this example, the form you're editing is your 'Black Friday Purchase' form

• Select whether to edit your Form Fields, Form Settings, or Form Code by clicking on the appropriate tab

To Create a New Form: Click the Forms tab. Select either the '+Form' button at the top right side of the page or the 'Add a Form to this Campaign' to create/add a form for your campaign.

Name the form you are setting up, and click 'Continue'.

You will see a prompt confirming the form was created.

Below the confirmation prompt, you will see the Form fields, Form Settings, and Form Code sections.

In the Form Fields, you will see your current custom fields available. The form itself already has fields that ask for basic details. Here you can enable which fields are to be included and select which ones are required to be filled before the customer can submit the form.

When you have selected the custom fields, click the "Save Form Field " button.

Again, you will have a notification that your form has been updated. To go back to editing, simply click the form name.

Now you can continue editing the Form Settings. Check the box next to the setting you want to include (optional). The most common function to check in this tab is the "Check to pass the contact's user ID to the success page on completion."

Optionally, you can also add a security feature to ensure the sender is not a bot.

You can add a success or error prompt if the user submits the form or misses a required field. Once you check all the boxes, click the "Save Form Code Settings" button.

Lastly, to enable the form from your website, you can copy the snippet from the Form Code Tab and add the code to your landing page.