Create a Form

• Forms can be integrated into emails or websites to systematically collect information from users. Whether it's surveys, registrations, orders, or general information, a well-designed form streamlines a process.
• Additionally, automations can be configured based on the feedback and answers provided by your leads when filling out the forms.
• Follow the step-by-step guide below to create a form:

Step 1: Navigating to Forms

• Navigate to the Engage>Website>Forms section of the platform.

• Click on the "Create" button to initiate the form creation process.

Step 3: Create a Form

• A modal will pop up prompting you to name your form.

• Enter a descriptive name for your form in the provided field.
• Click on the "Create" button within the modal to proceed.
• After the modal closes, you can edit the name of the form by locating the form's name at the top right corner.

Step 4: Build your form

• Begin building your form by adding fields such as text fields, checkboxes, dropdown menus, etc., to collect the required information from users.
• Choose your questions from the provided categories:
  • People fields
  • Company fields
  • Product fields (Coming soon)
  • Custom fields
  • Advanced fields

Step 5: Design

• Customize the design of your form to match your branding or preferences.
• You can modify colors, fonts, layout, and other visual elements to create a visually appealing form.

Step 6: Conditions

• This feature is currently under development and will be available soon. Stay tuned for updates on how to use conditions in your form.

Step 7: Settings

• Configure settings related to notifications, form display, hiding specific fields, integrating with other platforms, and defining submission behavior.

Step 8: Share

• Decide how you want to share your form.
• Choose the embedded view type (e.g., iframe, direct link) and select sharing options (e.g., public link, restricted access).