The Web Form creator in Leadsius is where you can custom-build forms for a wide range of uses.
Web forms are the “gateway” to grabbing the information you want from your leads. The two most popular implementations of web forms are going to be on your website and within landing pages to allow your guests to request information, redeem valuable offers and the likes.
On the other end, your forms are simultaneously filtering this information to your contact database and lists so that you can begin targeting information to different segments based upon interests, geographic location and much more.
To create a web form...
Click on Publish > Web forms > Add new.
First, enter a name for your web form
The fields section of the web form builder is where you can drag & drop the fields you wish to have your leads fill out before submitting a web form.
*Remember when creating forms to include only the necessary fields as longer forms can deter your leads from taking the time to submit.
To add fields to your form…
- Select Contact fields or Company fields to add associated field options to your form.
- Simply drag and drop the fields from the left sidebar to the builder on the right and arrange them in the order you see fit:
- Use the Extra fields section to add custom check boxes, radio buttons or empty text-boxes to your forms.
- To edit text in extra fields you added to the builder, simply click on the field itself in the builder on the right side of your screen.
- To preview your forms, save all work and click Preview on the right-hand side
The web form design tool allows you to completely customize the look and feel of your web forms. Everything from the theme of your web form, button colors, font styles & sizes, width of the buttons and form itself and much more can be customized in this area.
Settings is the area where you define how you wish to handle subscriptions to your web form.
Select whether you would like to overwrite or add value for new contact submissions.
If you chose overwrite, all values associated with the contact will be replaced with new values. Add value adds value to empty fields, keeping the already populated values for the contact as they are.
In this area you decide what will happen after a lead submits a web form that you’ve created.
You can opt to show an alert message such as, “Thanks for submitting the form!” using the text box provided:
- Select the sender address you wish to have this message come from
- Create a subject line for this email and enter the email message to be sent to the submitter
- If you’d like, click Link to Document to link to an external document you have on your computer
- If you have any images you’d like to drop into this email, select Insert Image.
You can also choose to send your lead to a specific landing page or website once they’ve submitted answers to your form:
In this area you specify if you want an automatic notification email sent to someone at your company each time a web form has been submitted. It's crucial that you click "add fields" to insert the function that will show you what information people have submitted each time they do so:
A double opt-in is when you submit a web form and then an email is sent to you asking you to click on a link and confirm that you are in-fact, you.
You should use double opt-in if you want to minimize bounces, blacklisting, and spam.
To create a double opt-in…
- Select a sender address (who this email will come from).
- Create a subject line for this email.
- Write a brief message with the ability to include a “Click to confirm email” link with a single click:
Once you’ve saved your web form, you’re now ready to embed your newly created form onto your website and/or embed your web form seamlessly into your landing pages.
To get started with sharing your web form…
- Select the web form you’d like to share.
- Click Share.
- You can either copy the url or copy the html link to paste into every relevant landing page and relevant pages on your website:
That just about covers creating Web forms in Leadsius. Remember that you can sort your web forms according to the date created or by number of responses (ascending, descending).
For more on viewing the analytics regarding your web forms, visit this support article.