Overview:

How to Use

Step 1 - Navigate to Contacts > Forms. 

Step 2 - Add all the key fields you’d like to capture.

• Remember that for every field that added to a form, the conversion rate decreases. (A study by Crazy Egg found that forms with 5 fields or fewer have a conversion rate of 50%, while those with 10 fields or more have a conversion rate of just 20%.)

There are a few different settings you can have on each form field

• For all field types
  • You can set a default value, which will be submitted when the user submits an empty field.
  • You can mark the field as required, and the user can’t submit the form without filling in the required field.
  • You can make the field hidden, so users won’t see the field and can’t edit it when they fill out the form.
  • You can also populate the specific form field dynamically, which will take the query parameter from the URL to fill in the field.
    • For example, if you have a form that’s put on this link: https://www.example.com/form?campaign=spring-promotion
    • If you put “campaign” on this setting, it will pre-fill the form field with “spring-promotion” when the user submits the form.

• For the string field
  • You can switch it to an open text field, drop-down, or provide a radio button option

Step 3 - Customize the styling to match your website.

• In the “Design” tab, you can style the form’s container, font, and button.

Step 4 - You can set up reCAPTCHA in the form to prevent Spam.

• In the form builder, under “Setting”, you can find a section called “reCAPTCHA settings”, and it will be set up automatically after you generate the site key and secret key. The generation process takes several minutes.

Step 5 - Copy the embed code for the form, and place it on your website landing page or contact page.

• If using WordPress with Divi, you can add a “Code” block and paste the embed code.

Step 6 - Test your form, to confirm that a contact is captured in the CRM.

Benefits of Using Forms

• Forms are a key way to capture leads. Form builder makes it very easy to setup, and the CRM + Inbox makes it easy to manage to leads from form fills.
• Automatic UTM capture from form fills make it easy to understand what acquisition methods are working for a business. Make sure the business is using UTM fields in all the links they publish in Ads, Social Media, etc.

Frequently Asked Questions

Q: My form isn’t always capturing UTM fields, why might that be?

A: For the form to capture UTM, they must be still present in the browser address bar. If a user clicks away from your landing page, to visit a second page on your website, and you don’t have a UTM preservation tool active, the UTM can be lost and won’t be captured if they fill out a form. One tactic to prevent this is removing all links from your landing page, to ensure leads fill out the form on the landing page and nowhere else.