After you install the website form of your choosing you'll want to start with customizing the form first.
To edit the form itself you'll want to hoover over the form and click on the Edit and Preview button. That'll take you into the form builder.
The form builder is where you can:
1. Add additional fields to your form. You can see they are categorized by most popular fields as well as added generic fields that you can customize.
**It always good to remember that less is more when adding fields to a form. Having more than five fields on any form can drop your conversion rate drastically.
2. Remove fields by clicking on the field you want to remove and selecting the trash can. Then selecting delete.
3. Edit existing fields by clicking on the field and changing the description and whether that field is required.
4, You can edit the submission button text. Confirmation text, (What's displayed on the web page after the form is submitted), or you can redirect a thank you landing page if you have one created. You can also determine lead ownership of the form which means that person by default will receive the follow up email after submission.
Once you're done editing your form, you can hit preview to see how the form is going to be displayed. Once you're done viewing your form you can hit the done button.
Next we're going to select the follow up tab. This is where we'll review and edit the Thank you email that's sent to the consumer and the internal follow up email.
Select the pencil icon next to the title of the first email to start editing. Once You've finished editing the email, select the Close button in the upper left corner. This will save whatever changes you've made.
Now, let's edit the second email in the sequence. This is the internal email sent after the customer has submitted their form responses. You'll want to add the correct merge fields that will pull the correct data from the form after it has been submitted.
In this example, we are pulling data from the fields above: first name, last name, cell phone, email, and notes / best time to call.
Once you have finished editing the internal email, you may want to embed the form into your website. However, before you can embed the form you'll need to launch it!
Once you've launched your form, you'll be taken back to the form sequence page. Select the tab labeled "Embed" and then select Get Embed Code.
You'll be given a few customization options you can choose from and an option to redirect to a specific web page after someone has completed and submitted the form.
After you've completed any changes on this page and tested the form, scroll to the bottom of the page and select "COPY THIS" to copy the embed code.
Please make sure to launch your form in order to make the form live. Your form will not show up on the web page until the form is launched.
If you have access to modifying your website, you'll want to place this embed code in the appropriate area you would like the form to reside in.
If you do not have access to modifying your website, you'll want to email this embed code to your website developer and they should be able to add it to your website.