1. Log in to Your CRM Account
Start by logging into your CRM account. If you don't have an account yet, you'll need to sign up and complete the onboarding process.
2. Navigate to the Forms Section
Once you're logged in, locate the “Sites” tab in the main navigation menu then "Forms". This is where you can manage all your existing forms and create new ones.
3. Click on 'Add Form'
In the Forms section, look for a button or link that saysor “Add Form.” Click on this to start the form creation process, you can pick a template or create from stcratch.
4. Choose a Form Template or Start from Scratch
Your CRM offers various pre-designed form templates that you can use as a starting point. You can select a template that closely matches your needs or choose to start from scratch to fully customize your form.
5. Customize Your Form Fields
After selecting a template or starting from scratch, you'll be taken to the form editor. Here, you can add and configure different form fields such as text boxes, dropdown menus, checkboxes, and more. Click on “Add Field” to include new elements and use the drag-and-drop functionality to arrange them as desired.
6. Set Up Field Properties and Validation
For each field you add, you can set properties like labels, placeholder text, and validation rules (e.g., required fields, format restrictions). Ensure each field is clearly labeled to make it easy for users to understand what information is being requested.
7. Configure Form Settings
Navigate to the form settings to adjust options such as submission actions (e.g., redirect to a thank you page, send an email notification), form design (colors, fonts), and integration with other tools or workflows within your CRM.
8. Preview and Test Your Form
Before finalizing, preview your form to ensure it looks and functions as expected. Testing the form will help you identify and fix any issues before going live.
9. Publish Your Form
Once you’re satisfied with your form, click the “Save” and then "Integrate" button to make it live. You can then share the form link or embed it on your website, landing pages, or email campaigns.
9. Monitor and Manage Form Submissions
After your form is live, monitor the submissions through the CRM dashboard. You can view, export, and manage the collected data to help you make informed business decisions.
FAQs
Can I use a pre-designed template for my form?
Can I use a pre-designed template for my form?
Yes, your CRM offers various pre-designed form templates that you can select as a starting point. This can help speed up the form creation process. You can also choose to start from scratch if you prefer full customization.
Can I integrate my form with other tools or workflows?
Can I integrate my form with other tools or workflows?
Yes, you can configure integration settings in the form settings section. This may include actions such as sending email notifications, redirecting to a thank you page, or integrating with other tools and workflows within your CRM.
How do I preview my form before publishing it?
How do I preview my form before publishing it?
Use the “Preview” option in the form editor to view how your form will appear to users. This allows you to test the functionality and layout of your form to ensure everything works as expected before making it live.
What should I do if I find issues during testing?
What should I do if I find issues during testing?
If you encounter issues while testing your form, return to the form editor to make necessary adjustments. Check for problems such as incorrect field settings, design issues, or functionality errors and correct them as needed.
Where can I view and manage form submissions?
Where can I view and manage form submissions?
After your form is live, you can monitor and manage form submissions through the CRM dashboard. Access the “Forms” section and select Forms Submissions
Can I make changes to a published form? my form?
Can I make changes to a published form? my form?
Yes, you can edit a published form by navigating back to the Forms section and selecting the form you want to update. Make your changes in the form editor, then save or republish the form to apply the updates.