Lesson 1 | Creating a static form

The first lesson in our forms & lead capturing course is all about creating static forms.


Creating static forms

To get to the forms section, navigate to the marketing tab in the nav bar at the top and then select "lead capture" from the drop down.

Now select "forms" from the interface. This will open your forms library.

Here, you will be able to see statistics for all your existing forms and create new forms too.

At the top left of the screen, you will have the option to create a folder or a form. 

A folder is a way to organise your forms. First, click "create a folder" and then name this.

Once you have your folder, save this and press "create form". 

In the next window, you will have the option to select a pop up form or a regular form.

First, we will look at regular forms, so select this from the interface and then select "next" in the top right corner.

Now you will be brought to a screen with a template interface on the left. You can choose many types of form from the templates, but we suggest you begin with a blank template. Next, select "start" in the top right corner.

This will bring you to the form editor. The first thing you should do is name your form by clicking the pencil in the top bar - (remember to use your naming convention).

Next, navigate to the interface on the left and you will see the contact properties that exist in the CRM.

Select the small arrow beside these and you will have the option to select any property from the CRM to place into your form.

Select a property and then move this into the right-hand side interface to add it to your form. 

Next, select the field that you have just selected from the right-hand side. This will open the field configuration interface on the right.

Here you can amend the label, help text, placeholder text and default value of the form field. Amend these as you see fit.

Next, move down to the "progressive field" options. A progressive field will provide another field for the consumer to fill in if the information you are asking for already holds this information about them. It’s a great way to enrich your data whilst offering the consumer a contextualised, non-repetitive experience. We will cover this in more detail later.

Next, below the progressive field column, you can select if the field needs to be set as required or if it is to be hidden. This can be effective for the tracking and set up of specific data requirements.

Finally, you can set up dependant fields, which allow you to apply if/and logic to your forms. For example, you could place a field that says if email contains “gmail.com”, that another form fill asking for a work email address pops up. This way, you are adding in some contextual relevance to help your sales team qualify leads. 

Once you are happy with the form fields, close the interface by navigating to the top and clicking back to all fields.