In this article, we've put together the steps you need to follow to edit a form on your Plezi Free, One, Plus and Star. This feature allows you to personalize your follow-up emails after creating a contact form or downloadable content.
Prerequisites:
Choose your contact form or downloadable content resource beforehand.
Step 1: Go to previously created content 🏁
- Click on conversion, then on edit.
Step 2: Customize your form
a) Form
Choose the form template to be linked to your content from the drop-down menu (1).
Customize the CTA (call to action) text (2).
By clicking on the Edit button (3), you can:
Customize the layout of the fields displayed on your form (4).
Make entry into a field mandatory (5).
Choose whether or not to include other fields (6).
Press the "Save" button to save your changes.
You can customize the consent and style of your form.
b) Thank-you message
You have two options:
Send a thank-you message after submitting the form, while clicking on "edit" to add text in the dedicated block. (1)
Or redirect to a pre-configured URL. (2)
In the Employees to be notified session, enter an e-mail address that will be notified once the form has been submitted. (3)
c) Follow-up email:
Go to the Follow-up page (1), then in the drop-down list, select the follow-up email (2) that will be sent after submission of the form.
For more details, visit here
Finally, copy and paste the form script directly into the HTML block of your CMS!