The ‘Forms’ feature is the smoothest and most efficient channel for data collection and signing up. It is also possible to fully embed a sign up form into a page on your website so customers don’t need to leave your page upon sign up.

To access the correct code, go to ‘CRM’ then ‘Forms’. Select the Form you would like to embed and on the first page find the tab labelled ‘Embed’. Copy the code snippet and ensure the position in the HTML is where you want the form to appear on your site. If you would like to further customise the outlook of the form on your website you will need to style it yourself using CSS to match your desired design.

Advanced settings:

There are a few further options for the form that can be enabled when it embedded, see below:

Portal ID (optional)

To place the form in a specific location on your webpage, you need to add a PortalID. Place the following element, in code, at the location where you want the form to appear: <div id="placement-piggy-form"> </div>.

Navigate to the Embedded Forms code in the Business Dashboard and enable the 'FormID' option. You will now see that the code has changed, and a PortalID with the value 'placement-piggy-form' has been added. Copy this code and place it on your website.

Callbacks (advanced)

Callbacks are functions that can be invoked after an internal function has been executed. This allows you to add your own functionality, for example, when an error occurs or when the form is successfully submitted. We offer the following callbacks:

Finally, make sure your form is active and start collecting data!