A step-by-step guide on how to find and copy the embed code for your custom forms and the best practices for installing it on your website to ensure it works perfectly for your patients.
✨ When You Need This Guide
This guide is your go-to resource when you're ready to make a form live for your patients. Use this if:
You have created a new form (like for new patient paperwork) and want to put it on your website.
You need to find the embed code for an existing form.
You need to send the form code to your web developer.
You're not sure how or where to paste the code on your website.
What This Covers (And What It Doesn't)
✅ This article explains how to get the embed code for a form you have already built and provides best practices for installation.
❌ It does not cover how to build or edit the fields within the form itself.
You'll Need:
Access to edit your website or the contact information for your website developer.
✅ Part 1: How to Get Your Form's Embed Code
Navigate to Your Forms. In Aloha, go to FORMS > Show Forms.
Select Your Form. Click on the name of the form you want to add to your site from the list.
Get the Code. On the form's page, you have two options for getting the code:
Option A: Copy the Code. Click the Copy Embed Code button. This copies the standard code to your clipboard, ready for you to paste on your site.
Option B: Email the Code. Enter an email address (like your web developer's) into the Email Embed Code field and click the send button.
✅ Part 2: Best Practices for Installing the Code on Your Website
Pasting the code correctly is crucial for the form to work properly for your patients, especially on mobile devices. Here are our recommendations.
Use a Dedicated Page: For the best user experience, your form should be on its own blank page on your website (e.g., yourwebsite.com/forms/new-patient-paperwork). We do not recommend placing the form inside a scroll box or on a page crowded with other content, as this can make it harder for people to fill it out on their mobile devices.
Use an HTML Block: When editing your webpage, do not paste the code into a standard text box. Look for an HTML block, Code block, or Embed widget in your website builder. This tells your website to treat the text as functional code. The code should generally be placed within the <body> section of your page's HTML.
Special Note for WordPress: If your website uses WordPress, you may need a specific type of code. Go back to the form page in Aloha and look for an option to copy the Inline Frame code if the regular Embed Code doesn't function as intended. This version is often more compatible with WordPress sites.
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
I pasted the code on my site, but the form looks broken or is cut off. | This almost always happens when the code is not placed on its own dedicated page or is put inside a container (like a column or scroll box) that is too small. | Follow the best practice of creating a new, blank page on your website and pasting the embed code there. This ensures the form has enough space to display correctly on all devices, including mobile phones. If you still have trouble, contact your web developer for assistance. |
I made a change to my form in Aloha, but the form on my website looks the same. | Your web browser is likely showing you a saved or "cached" version of the page and hasn't downloaded the new version of the form yet. | This is a common caching scenario. You will need to clear your browser's cache to see the live updates. For a full guide, see: Why Aren't My Edits Showing Up? (How to Clear Your Cache). |
🎉 You'll Know It's Working When:
You can navigate to the new page on your website and see your complete, functional form displayed correctly.
You can fill out and submit a test version of the form from your website.
💬 Need Help? We're Here!
If you have other questions about adding forms to your website, our support team is ready to help. Contact us at 800-563-0469 or support@getaloha.com.