How To Create A New Form

Information forms or surveys are are used to collect information from your visitors as well as collect names and email addresses to use in your email marketing. These can be opt-in forms, surveys , or simple data collection forms.

1.  Select Form Type: Select 'Information Form'.

2.  Form Reference Title: This title is for your own reference to identify it when your want to edit it. 

3.  Introductory Comment Line: You can type in text the words that will appear above your Form.

4.  Select Question Format: Your answer boxes to your questions are set to automatically appear below your question. You can select them to appear beside your questions, however this is meant for very short questions. 

5.  Form Alignment: Your form can be either left justified or centered. This will align the questions, answer boxes, and submit button.

 

6.  Submit Button Text:  Your Submit button is automatically set up to be blue with white type that says Submit. You can type what you want your submit button to say. Examples; Submit, Sign Me Up, Contact Me. You can also change all the submit button color of all your forms by clicking on the top bar entitled 'Your Account', then from the dropdown menu click on 'Customize Your Colors'.

7.  Concluding Comment:  You have the option of having a comment under your submit button. Example: "We won't share this information with anyone."

8.  Continue Button:  Click 'Continue' button to go to the next step.

Here is where you create your Form's Questions. The questions you create can easily be edited later in the Edit A Form section.

1. Question:  Enter in your Question in the Question box. You can add 2-line questions by hitting 'Enter' when typing your question.

2. Required Question:  You have the option of making any form question mandatory by checking off the box. Your visitor now must complete this question in order to submit the Form. If they leave the question blank, a message will appear telling them which question they missed.

3. Answer Field:  You have the option of selecting the type of Answer Box that is appropriate for the question you asked from the dropdown menu. The Answer Box selections are shown to the right of this page, and you can customize your answer selections. To view the answer box sections, click here.

Collecting First Names: To capture the 'First Name' of your visitor select 'First Name.' This is for when you send a message to the person that completed your form. You can personalize the greeting to your visitor, i.e. "Hello Steve,"

4. Add Question:  After you've added your first question click on the 'Add Question' button. This will give you a blank field allowing you to add another question. You can add as many questions as you like. You can also change the order of your question, or edit your questions in your Edit A Form section.

5. Questions Added: When you add your first question to your form, it will appear here.

6. Set Question Order:  This is the order in which your questions will appear on your form. To change the order, enter in the order number you want the questions to appear. When you click on 'Continue' it will sort the questions on your form.

7. Delete This Question:  You can delete a question by clicking the 'Delete This Question' link.

8. Continue:  When you are done adding your form questions, click on 'Continue' to begin setting up your thank you page and emails sent out.

These are the emails automatically sent out when a visitor completes your referral form.

Your Thank You Page: This is the page your visitors are sent to after they click on the Submit Button. You have the option of creating your own Thank You Page or re-directing your visitor to another website or page on your website.

Your thank you page should lead your visitors along your sales path. Example: "Thank you for completing my pet survery, below are the pet deals I promised you."

Note: If you're creating a Directory Referral Form, the notifications are different and are explained at the bottom of this page.

1. Page Title:  The Page Title appears at the top of your Thank You page. This page title will appear in your Page Directory, allowing you to edit this page from there.

2. Thank You Page Content:  This is the content that will appear on your thank you page. Make sure to include an action that sends the visitor further through your sales path.

3. Re-Direct:  You also have the option of sending the visitor to a website address you enter into this box. This could be a page on your website, or to another website.

Your Email Notification (Optional) You have the option of receiving an email Every time someone completes your form.

 

4.  Subject Line:  Enter the subject of the email you will be receiving. It should remind you what this email to yourself is about. For example 'Front Page Form Completed.'

5.  Email Address:  Enter in the email address you want your notifications to go to. Here you also have the option of sending the email to additional email addresses. To do this simply separate the email addresses with commas. Example: YourName@Website.com, Coworker@hotmail.com.

6.  Content Editor:  Give yourself a message that reminds you why this email was sent to you. Maybe it could include an action you wanted to do.

7.  Include Data:  You are automatically sent all the information your visitors entered into your form. If you do not want this information included in the email sent to you, uncheck the box.

Visitor's Email Confirmation (Optional) You have the option of sending an email to a visitor who just completed your form. This is useful as you can send your contact information for your visitor's reference, and what you suggest their next action to be.
You may also wish to advise them that you will be responding by email with this information. At the same time you may want to suggest that if they don't see the email, to check their spam filter as it may be there.
 
8. Subject Line:  This is the subject line of the email. In this case you may want to reference either your website or the reason that they completed the form.

9. Content Editor:  Enter in your email content in the content editor. Be sure to give your visitor an action to perform that will take them through your sales path. You should also include your name, website name, and phone number so if the visitor to your website is confused by the email, they can easily contact you. You do not want to send an email without any contact information as that might be considered spam to your visitor.

10. Attach A File:  You also have the option of sending out a file of a picture, report, or eBook to your visitor. This may be the reason that they completed your form. To attach a file to your email, click the 'Choose File'/'Upload' button. Then locate the file on your computer and click open. You will see the file name appear in the box.

Note: Whenever you're sending out a file, also make sure it is accessible to your visitor on your Thank You Page as emails can get lost or the incorrect email may have been entered by accident.

11. Continue: Now you can proceed to attaching your form onto your website page, or another website or blog.

Here are the options you have for placing your form.

1. Place Your Form On The Top Or Bottom Of Your Page:  To do this, click on the radio button to select weather you want the form to be placed above or below your page content.

2. Attach Form To Pages:  Check the box beside your website page titles that you want to show the form on.

3. Embed Your Form On Your Own Website:  To do this, copy the code in this box. In the brackets is your form's ID number which you can use to identify this form.

Now go into the page you want to embed your form on and paste the code you just copied. Only the [Form ID#] will appear in the content editor, you'll need to Save your page and click on the 'View' link to see your form on the page.

4. Embed Your Form On Another Website Or Blog:  To do this, copy the code in this box and then paste it into the HTML code of the website page or Blog you want to show the form on.

5. Click on the button to complete your form.

Note: You should always test your forms to make sure it is working the way you want. Make sure to test the thank you page, email sent to you, and the email sent to your visitor. Also remember to delete any test submissions you do.