Creating a new form is the first step in leveraging the forms functionality to collect valuable customer data and enhance your business operations. Here’s how to create a new form:

Access the Forms Section:

• Log in to your admin panel.
• From the main menu, go to Content and then select Forms. This section is where you can manage all existing forms and create new ones. 

Create a New Form:

1. Click on Add Form.
   • Enter a name for the form (e.g., "Pop-Up"). This name is for internal use and will not be visible to customers.
   • Set the form status to Active if you want it to be available for use on web pages. If inactive, the form will not be available for embedding on any pages.
   • Background Color: Select the background color for the form
   • Font Color: Select the font color for the text in the form.
   • Pop-Up Settings:
     • Show Pop-Up On: Specify the URLs where the pop-up will appear. You can list multiple URLs separated by commas or choose to show the pop-up on all URLs.
     • Pop-Up Triggers: Define how and when the pop-up will appear:
       • Immediate: Show the pop-up as soon as the page is loaded.
       • Delayed: Show the pop-up after a specific delay (e.g., 3 seconds).
       • Based on Customer Information: Display the pop-up only if the customer's information is not already in the system.

   • Show Form During Checkout: Enable this feature to collect additional information during the checkout process. This is useful for gathering details like driver's license numbers or special instructions.

   • Include in CRM: Enable this to automatically create a customer profile in the CRM with the information collected through the form.

   • Round Robin: Distribute form submissions evenly among your sales team. This ensures a balanced workload by rotating the submissions among the available salespeople.

   • Customer Acquisition Data: Enable this to collect UTM data from marketing campaigns. This helps track the source of form submissions, such as from Facebook ads or email campaigns.
     

Adding Form Fields

1. Default Fields:

   • If Include in CRM has been selected, fields like first name, last name, and email address are required and cannot be removed. This ensures that the minimum necessary information is collected to create a customer profile in the CRM

2. Custom Fields:

   • Add various types of fields such as text boxes, date selectors, multiple-choice options, etc.
   • Drag and drop fields to rearrange their order.
   • Mark fields as required if they must be completed before form submission.

Success Message and Form Submission

1. Success Message:

   • Define the message that appears after the form is successfully submitted, letting the customer know their submission was received.

2. Form Submit Button:

   • Customize the appearance and text of the form submit button.

Embedding Forms

1. Add to Website Pages:
   • Navigate to the Pages section in your admin panel.
   • Select the page where you want to add the form.
   • Use the Forms Widget to embed the form on the selected page.
   • Save your changes to make the form live on your website.

Conclusion

The powerful features of the forms functionality allow you to customize, automate, and integrate forms seamlessly into your workflow, enhancing your ability to gather valuable customer insights.