{"id":1574,"date":"2022-07-02T08:10:29","dateGmt":"2022-07-02T08:10:29","modified":"2022-07-04T15:17:41","modifiedGmt":"2022-07-04T15:17:41","status":"publish","title":"How to Create New Forms","content":"<p>In this tutorial, we will show you how to create forms in <strong>Local Service Hero<\/strong>.<\/p>\n<p>You will be able to create new contact forms, forms to get leads, forms for customers to request new services, forms to collect important information for your marketing campaigns, and so on.<\/p>\n<p>First, you need to log in to your\u00a0<strong>Local Service Hero<\/strong> account. Once you do it, you need to open the\u00a0<strong>Forms<\/strong> page by going to\u00a0<strong>CRM > Forms > View All<\/strong>.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1575 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01.png\" alt=\"create forms local service hero\" width=\"1920\" height=\"931\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01-350x170.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01-1024x497.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01-768x372.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-01-1536x745.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<h2>1- Add a new form<\/h2>\n<p>Now you need to click on the <strong>Add New<\/strong> button to create a new form.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1576 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02.png\" alt=\"create forms local service hero\" width=\"1920\" height=\"931\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02-350x170.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02-1024x497.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02-768x372.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-02-1536x745.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<h2>2- Set up the new form\u2019s settings<\/h2>\n<p>First, you need to select the general settings of your new form by using the following fields:<\/p>\n<ul>\n<li><strong>Title:<\/strong> Here you need to add the form name.<\/li>\n<li><strong>Description:<\/strong> You can add a description of your new form.<\/li>\n<li><strong>Status:<\/strong> You can publish the form or keep it as a draft.<\/li>\n<li><strong>Category:<\/strong> It can be a contact form, or another type of form.<\/li>\n<li><strong>Do you want to display your logo above the form:<\/strong> This option adds your company\u2019s logo above the form.<\/li>\n<li><strong>Do you want to disallow multiple submissions:<\/strong> Mark this option if you don\u2019t want the form users to fill it more than once.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1577 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03.png\" alt=\"create forms local service hero\" width=\"1174\" height=\"772\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03.png 1174w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03-350x230.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03-1024x673.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-03-768x505.png 768w\" sizes=\"(max-width: 1174px) 100vw, 1174px\" \/><\/a><\/p>\n<h2>3- Set up the form fields<\/h2>\n<p>Here you can set up the form fields, add form templates, and select the form style and color scheme.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1578 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04.png\" alt=\"create forms local service hero\" width=\"1920\" height=\"866\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04-350x158.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04-1024x462.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04-768x346.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-04-1536x693.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<p>Use these fields to select the format and style of the new form:<\/p>\n<ul>\n<li><strong>Templates:<\/strong> You can use existing forms as templates to import the fields to the new form.<\/li>\n<li><strong>Select the style:<\/strong> You have these three options: Plain, Polished, Buttonized<\/li>\n<li><strong>Select the color scheme:<\/strong> You can select between blue, green, gray, and orange.<\/li>\n<\/ul>\n<p>After selecting this basic information, you need to add the form fields.<\/p>\n<p>These are the fields you can add to your form:<\/p>\n<ul>\n<li>Checkbox group<\/li>\n<li>Date field<\/li>\n<li>Header<\/li>\n<li>Number<\/li>\n<li>Paragraph<\/li>\n<li>Radio group<\/li>\n<li>Select<\/li>\n<li>Text field<\/li>\n<li>Text area<\/li>\n<li>Range<\/li>\n<li>Range fancy<\/li>\n<li>Math<\/li>\n<li>Speedometer<\/li>\n<li>Address<\/li>\n<li>Billing address<\/li>\n<li>Contact details<\/li>\n<li>Sales tracking<\/li>\n<li>Billing details<\/li>\n<li>Employee details<\/li>\n<li>Submit button<\/li>\n<li>Clear button<\/li>\n<\/ul>\n<h2>4- Select what happens after the submissions<\/h2>\n<p>In the\u00a0<strong>After submissions<\/strong> tab, you\u2019ll find the necessary fields to select what happens after someone hits the submit button on your new form.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1579 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05.png\" alt=\"create forms local service hero\" width=\"1229\" height=\"920\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05.png 1229w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05-350x262.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05-1024x767.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-05-768x575.png 768w\" sizes=\"(max-width: 1229px) 100vw, 1229px\" \/><\/a><\/p>\n<ul>\n<li><strong>Send notification to these email addresses (CC):<\/strong><\/li>\n<li><strong>Send notification to these email addresses:<\/strong> Add an email addreess where you want to get a notification when a new form submission is added.<\/li>\n<li><strong>Redirect user to this URL:<\/strong> You have two options:\n<ul>\n<li>Redirect to this URL<\/li>\n<li>Send user to pay for a subscription<\/li>\n<\/ul>\n<\/li>\n<li><strong>Notify Client:<\/strong> Enable this option if you want to notify the client. You can add a text to the notification.<\/li>\n<li><strong>Do you want to send the data to an external form:<\/strong> You can automatically send the information added to the form to an external form. Just add the HTML code of the external form.<\/li>\n<\/ul>\n<h2>5- Select how you will share the form<\/h2>\n<p>You need to first save the form in order to select how you will share it. Once you save it, you can place this form on your website to start collecting information.<\/p>\n<p>Here are the three options you have to share your form:<\/p>\n<ul>\n<li>Iframe<\/li>\n<li>Naked form<\/li>\n<li>Landing page<\/li>\n<\/ul>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1580 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06.png\" alt=\"create forms local service hero\" width=\"1229\" height=\"434\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06.png 1229w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06-350x124.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06-1024x362.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-06-768x271.png 768w\" sizes=\"(max-width: 1229px) 100vw, 1229px\" \/><\/a><\/p>\n<h2>6- Optional \u2013 Preview your form<\/h2>\n<p>You can preview your form by clicking on the <strong>Preview Form<\/strong> tab. You will see a popup showing you a preview of the form on a smartphone-like format.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1581 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07.png\" alt=\"create forms local service hero\" width=\"1920\" height=\"819\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07-350x149.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07-1024x437.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07-768x328.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-form-07-1536x655.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<p>This is how you can create forms in <strong>Local Service Hero<\/strong> to get new clients, employees, leads, contacts, etc.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/blog\/\"><strong>Go back to the Blog<\/strong><\/a><\/p>\n","excerpt":"<p>In this tutorial, we will show you how to create forms in Local Service Hero. You will be able to create new contact forms, forms to get leads, forms for customers to request new services, forms to collect important information for your marketing campaigns, and so on. First, you need to log in to your\u00a0Local \u2026 <a title=\"How to Create New Forms\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/create-forms\/\">Read more<\/a><\/p>\n","commentStatus":"open","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/06\/create-forms-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2858,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/1574\/revisions\/2858"}]}}