Forms Overview

Forms Overview

Marketing 360® Forms gives you the power to build user-friendly forms that can do more than just collect a name, email, and message from your users. Build customized forms with fields that cater to your needs. Add users that fill out your form directly to your CRM, and more!

The Forms page gives you a quick view of all of your forms. From there, you can build new forms, edit existing forms, or delete them.

 

Editing Existing Forms

Need to edit a form? Click the name of the form to view the Edit Form tab where you'll make adjustments.

 

Deleting Forms

Delete any form from your account from the Forms page by clicking the ⋮ icon and selecting the Delete option.

Deleting a form will not delete the users who previously made submissions. It will only delete the form itself. 

 

Duplicate a Form

To duplicate a form, simply click the overflow menu next to a form, click “Duplicate”, and confirm in the modal that appears.

Duplicating a form will copy over:

  • Form Fields
  • Form Field Settings (including descriptions, placeholder text, form field validation rules, etc.)
  • reCAPTCHA settings
  • Thank you message/page
  • Button text

Duplicating a form will NOT copy over

  • Form Field Mappings and Form Submission Rules - these will still need to be setup from the Leads Inbox.
  • Form CSS
  • Form Notifications

Building a New Form

Click + Create Form in the top right corner of the page. This will direct you to the Edit Forms tab of the form editor. From there, you'll make your way through four tabs to build a new form: 

  1. Edit Form
  2. Settings
  3. Submissions
  4. Embed

 

Edit Form

Use the Edit Form tab to add new form fields and configure their settings.

Ready to learn how to build? Click here to learn more about the Edit Form tab.

 

Settings

Use the Settings tab to edit the overall form settings like Notifications, Buttons, Custom CSS, and Submission Rules.

Need to set up notifications or add custom form styles? Click here to learn more about the Settings tab.

 

Submissions

View your form submissions in one easy, searchable list on the Submissions tab. Click here to learn more about your form submissions.

 

Embed

Once you've built your form, use the embed code on the Embed tab to add it to your website.

Click here to learn more about Embedding your form from the Embed tab.

 

Design

Use the Design tab to customize your form’s colors, fonts, button style, and add custom CSS to your form.

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