Here we show you the steps you need to follow in order to create a form for your website, email marketing campaign, or social networks.
There are various forms you can create, for example a quote request form, a contact form or questionnaire for your customers.
1- Open your “Forms” page and create a new form
To open the forms page, you need to go to CRM > Forms. Once there, you need to click on Add New to create a new form.
2- Configure your new form
Once you open the form creator, you need to configure the basics of your new form. For example, you need to enter the form Title, Description, Status, and Category, which must be Lead.
After you do that, click on Save.
3- Select the form template and fields
For this you need to go to the Form Field tab and select the Request Quote template.
After that, you need to create the fields you want to include in your quote form. For example, you may need to include these fields: Name, Email, Telephone, Service, Date, etc.
For that, you need to use the Fields panel. There you have several field options such as Checkbox Group, Date Field, Header, Number, etc.
4- Select what happens after the user submits the form
For example, you can use the Redirect user to this URL to send your user to the home page of your website, or you can send him an email to talk about the more services you offer him.
4- Share the form
If you’re including this form on a blog post, you need to use the Iframe share format. If you’re sharing this by email, you can also select the Landing Page option to share a link with them.
6- Preview your form
This is Optional but necessary. You need to see how your form will look on your mobile app.