A webform is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form looks professional whether your lead is visiting from a computer, tablet, or mobile device!
Navigate to "Automation"
Click the plus sign and select "Advanced Automations"
Click and drag a "Web Form Submitted" goal onto the canvas.
The goal text will be blue, which allows you to name the Web Page. This makes it easier to know which form is submitted.
Click goal and select "View and edit"
The "Format" tab to access all the text formatting tools
Fonts - Format, Family, Font size, etc
Unordered and Numbered Lists
Find & Find/Replace
Layout & Style - the "Layout & Style" is where you configure the look of your web form.
The "Insert" tab allows you to insert the following elements into either the Paragraph or Title Snippets
Merge Fields - A placeholder used to insert personalized content, For example, ~Contact.FirstName~ is a merge field that inserts the value stored in the First Name field of the contact record.
The Snippets tab is where you can drag and drop elements, such as:
Paragraph - Text box
Title - Text box with large font and bold
Spotlight - Image aligned left with Text box on the right
Image - Place image before or after other snippets and then select or upload an image
YouTube - Link to a YouTube video
Social - Add Social Media Links
Spacer - Add space between other snippets
Divider - Adds bar between other snippets
HTML - Add custom coding
Logo - Automatically adds your logo that is saved under Admin > Branding Center > Logo
Configure your field snippet and click Save.
To delete either type of snippets, hover over the item and click the trash can.
To access all the available fields for a form, click the "Field Snippets" tab.
Name: Captures the Contact Name field
Email: Captures either Email, Email 2, Email 3, or Create a Custom Field
Other: Captures all other fields including Custom Fields or you can create a Custom Field
Radio: Create a list of options that will be stored in the contact record under Forms Note: This is not captured in a field.
Phone: Capture phone number in Phone Type 1-5 & Fax 1-2
Checkbox: Create a single selection box to a multiple choice and captures in the contact record under Forms Note: This is not captured in a field.
Address - Capture Shipping, Billing Address, or Optional
Hidden - Add fields that will not display on the Web Form but will capture information based on setup
Partner - Capture information to create a Referral Partner Record
Social - Capture information about the contact's social handles, which will save to the Contact Record
Delete Field Snippet
To delete a field, hover of Field Snippet and click the trash can icon
To edit a field, hover any of the Field Snippets and click the "Wrench" icon
This is the web page a website visitor sees after they fill out this form. Build the Thank page in Keap or link to a URL on your company website.
Spambot Detection - Spambot detection helps prevent fake or spam submissions from entering your app. When you use spambot protection, we'll add Google reCAPTCHA to your form or landing page.
Duplicate Checking - Select the criteria Keap will use to recognize a duplicate contact. When a matching contact record Is found, the existing record will be updated.
Notification Email - Notify one or more Individuals each time this form is filled out, separate email addresses with commas.
To grab the URL of the web form, or grab the code to place on your site, go back into the web form goal and click on the Code tab.
Top Right Corner
To test your form, just click the "Test" button and select a person.
Once you've tested your form and are happy with it, change it from "Draft" to "Ready".
Go back to the automation
Click to go back to the automation and "Publish" your changes.