Forms

The Analyze section in the Form section of your CRM system helps you efficiently manage and track the statistics of each form submission and affiliate application. It compiles data from each form, providing you with a comprehensive daily report that includes submission numbers and affiliate applications.  Choosing a Date Range To focus on form submissions and affiliate applications from a particular period, navigate to the date bar in the upper right corner of the page. You'll find several pre-set options or the ability to select a custom date range. Once you've chosen the desired range, click the checkmark icon to update your report.   Refreshing Submission Data If you want to see the most up-to-date data, simply click the refresh icon located next to the date range selector. This will reload the form's submission information, ensuring you have the latest figures.  Viewing Total Submission Data In this section, you can review both the total number of submissions and affiliate applications, along with their respective submission dates.  Inspecting Data on Graphs When hovering over the submission graph, you’ll be able to view detailed information for each form submission.  Form List Overview In this section, you'll see a detailed list of all form submissions. Name: Displays the names of all created forms. Submission: Shows how many submissions each form has received. View Submission: Allows you to dive deeper into individual submission details.

The form builder offers a versatile way to design personalized forms that gather crucial information from clients or site visitors. By incorporating images, you can significantly improve the visual appeal and engagement of your forms. Steps to Add Images to Your Forms 1. Switch to the Relevant Sub Account: Begin by navigating from your main agency account to the specific sub account where you intend to enhance the form with images. 2. Access the Form Builder: Once in the sub account, go to the "Sites" section. From there, click on "Forms" and select "Form Builder." 3. Edit the Desired Form: Select the form you wish to modify, then click the "Edit" button to enter the form’s editing mode. 4. Add Images to Your Form: If the image feature is available, you will find options to upload both a header image and a background image under the "Styles" tab. Scroll down to the "Custom CSS" section, where you’ll see an upload button for these images. For users who don’t yet have this functionality, an alternative method is available. You can utilize the Custom CSS field to embed images from your media library by linking them directly to the form’s header or background. Troubleshooting and Useful Tips Feature Availability: If the option to add images doesn’t appear, the feature may not be activated for your account yet. However, it is gradually being rolled out and will soon be accessible to all users. Custom CSS Tips: When using the CSS workaround, make sure the links to your images are correctly formatted and accessible. This will prevent any broken image links or loading problems. Frequently Asked Questions When will the image feature be fully available? The rollout is in progress, and while an exact date isn’t provided, it should be available to all users shortly. What kind of images can I use? You can use any image, but we recommend selecting images that are properly sized and optimized for faster loading and compatibility across devices.

Types of Form Elements Whether you're gathering details from customers or company data, there are two categories for form fields: Standard Fields and Custom Fields. Quick Add Features These elements are drag-and-drop components. To use them, simply drag the desired field into the form builder in the center of the screen! These fields are designed to gather fundamental information like names, email addresses, and phone numbers. The fields are organized into specific sections: Personal Information: Includes fields for full name, first name, last name, and date of birth. Contact Information: Offers input fields for phone numbers or email addresses. Submit: Contains a button option for submitting the form or advancing to another page upon click. Address: Lets you collect client address details, such as city, state, country, postal code, website, or organization. Customizable Elements: Personalize your form with fields like Text, HTML, Images, CAPTCHA, Terms & Conditions, or source fields. Custom Fields Custom fields can be tailored by you or your CRM administrator, offering flexibility to include elements such as checkboxes or open-ended text areas. Learn more about these personalized options. Field Options In both standard and custom fields, the inputs are managed within a dedicated section. Save Regularly: To avoid losing your work, remember to frequently hit the "Save Form" button located at the bottom right of the page. This ensures that your form remains securely backed up and protected against potential interruptions.

Step 1: Creating Your Form 1. Start Simple: Begin by designing your form within your CRM system, adding the fields your customers need to fill out. 2. Add a Custom Field: Create a new custom field, label it as xxTrustedFormCertUrl, and set it as a short text field. Drag and drop this field just above the form’s submit button. 3. Save the Form: Once the field is placed in the correct location, save the form. Step 2: Adding Active Prospect Script 1. Access Form Integration Settings: Click the "Integrate Form" button and then select the “Link” tab. Open the form in a new browser tab (preferably Chrome). 2. Insert the Custom Script: Copy and paste the script provided below into your form: html Copy code In the form builder, go to the "Quick Add" tab and drag an HTML field below the submit button. Click on the HTML field, select "Edit Script," and paste the script you just copied. 3. Replace the Form ID: In Chrome, right-click your form and choose "Inspect." Hover over the custom field (xxTrustedFormCertUrl) to reveal its form field name. Copy the identifier string. Return to your form builder and replace the placeholder FORMID in the script with the string you copied. 4. Save Your Changes: After making the necessary updates to the script, save the form. Step 3: Hiding the Consent Tracking Field 1. Apply Custom CSS: Use the following CSS code to hide the tracking field: css Copy code .menu-field-wrap:nth-child(4) {display: none;} 2. In the form builder, navigate to the "Styles" tab and paste the code into the custom CSS box. Adjust the number in the code to match the position of your consent tracking field (e.g., change nth-child(4) if it is the fifth field). 3. Test Your Form: Save and refresh the form. Submit a test entry to ensure everything is functioning as expected. Step 4: Confirming Consent Tracking 1. Review Submission Data: Go to "Sites," then "Form Builder," and select "Submissions." Locate your test submission. You should see a URL pointing to the Active Prospect consent certificate. 2. Claim the Certificate: If you’re an Active Prospect customer, you can open the certificate link and claim it. Troubleshooting and FAQs Field Not Hiding? Ensure that the position number in your CSS code matches the actual location of your tracking field. Form ID Not Found? Use Chrome’s Inspect tool to find the form field name that acts as the identifier for your custom field.

Understanding URL Parameters Before we delve into the mechanics of pre-filling form fields, it's essential to understand how URL parameters function. These parameters, often called query strings, allow data to be sent to and from a website by attaching specific details to the URL. When applied to forms, URL parameters can be used to auto-fill fields when the page is loaded. Key Concepts: Each form field that can be pre-filled has its own unique query key. Not all field types can be pre-populated using URL parameters. For example, signature and dropdown fields do not support this feature. Configuring Your Form for Pre-filling Step 1: Identify the Query Key for Each Field Each form field that accepts URL parameters will have an associated query key in your form builder. It's essential to document these keys, as they will be used to create the URL. Example Image of Query Key:  Step 2: Construct the URL Once you have your query keys, follow these steps to build the URL: Begin with the form’s base URL. Add a question mark (?) to indicate the start of the URL parameters. For each field you wish to pre-fill, add the query key followed by an equals sign (=) and the value you want to insert into the form. If you are pre-filling multiple fields, separate each query key-value pair with an ampersand (&). Example: To pre-fill fields like "First Name," "Last Name," "State," and "Email" using these query keys: First Name: first_name Last Name: last_name State: state Email: email Your URL would appear as: perl Copy code http://yourformurl.com?first_name=John&last_name=Doe&state=NY&email=johndoe@example.com Testing and Debugging Testing: Simply enter the constructed URL into your browser. If everything is correct, the form will load with the fields pre-filled based on the values provided. Troubleshooting: If a field isn't filling, double-check the query key for typos or errors. Ensure there are no unnecessary spaces or special characters in the field values that could disrupt the URL. Frequently Asked Questions Can I use URL parameters to pre-fill dropdowns or signature fields? No, these fields do not support pre-filling via URL parameters. Is there a limit to how many fields can be pre-filled with URL parameters? There isn't a strict limit, but overly long URLs can become cumbersome or may surpass browser limitations.

The Settings section within the form builder provides a comprehensive range of tools to tailor your form to meet your specific needs. Form Name Display This section allows you to view the current name of your form. By default, the form will have a generic name, but it can be easily updated to something more specific. Modifying the Form Name To rename the form, go to the Settings tab. How to Change the Name: Enter a new name in the Form Name field. It’s a good idea to pick something descriptive so that you can keep track of your forms more easily. A clear and recognizable name will simplify form management and improve the user experience. Submission Behavior The Submission Behavior settings define what occurs once a user submits the form. Redirect to URL: When selected, users will be redirected to a specific webpage of your choice after submitting the form. Directing visitors to a Thank You page is highly recommended as it fosters positive user interaction. Display Message: Alternatively, you can set up a custom message to be shown after submission. Integrating Facebook Pixel for Analytics For tracking form submissions using Facebook Pixel, simply add your Pixel ID in the provided field. If your form is part of a funnel, this step can be skipped as the pixel code will be automatically embedded on the funnel page. Facebook Pixel Event Settings If a Facebook Pixel has been added, you can customize the events that will be tracked for marketing and analytics purposes. Page View Events This setting allows you to configure what events are triggered when someone lands on a page where your form is placed. Submission Events Define the events that will be triggered when a user submits the form. Sticky Contact Feature The Sticky Contact function is designed to automatically fill in previously entered information for returning visitors, saving them time and reducing the likelihood of incomplete form submissions. This feature significantly enhances the user experience and can increase the form's effectiveness in gathering data.

The Product element within a form builder is designed to streamline payment integration, creating a smooth and professional transaction experience for businesses and their customers. This guide will highlight the key features and benefits of the Payment Element, showing you how to leverage it to enhance your payment workflow. Key Features of the Product Element Product Selection and Customization: Users can easily select and showcase products by adding descriptions, images, and choosing from various layout designs to improve product presentation. Variant Options: Different variants of a product can be selected, allowing for flexibility in product offerings. Inventory Control: The form builder monitors product quantity, ensuring it aligns with available inventory. Automated Tax Calculation: Taxes are calculated automatically during the purchasing process, ensuring compliance and accuracy in transactions. How to Implement the Payment Element To seamlessly integrate the Payment Element and set up order confirmations, follow these steps: 1. Add the Payment Element: Head to the Integrations section of the form builder and add the "Payment" element to your form. 2. Insert Products: Add up to 20 products, selecting which product details—such as descriptions or images—should be displayed by checking the relevant options.  3. Configure Order Confirmation: Go to the Options section of the form. Under the "On Submit" actions, select the option to display an order confirmation page after a successful payment. Order Confirmation Feature Details When a customer completes a transaction, the form builder displays an order confirmation page that includes all essential customer information, enhancing the user experience. Here's how it works: Thematic Consistency: The order confirmation page automatically adopts the same theme as the form, ensuring a unified look. Displayed Information: It includes the customer's name, email, phone number, address, country, product details, and the total payment amount. Tracking Payments and Orders After a form is submitted, you can access detailed payment information, including the order ID, payment status, and total amount paid. Clicking on the Order ID will provide more in-depth details, which can also be exported for your records. Important Notes: Recurring products are not currently supported. Payment processors like NMI and Authorize.net require the "First Name" field to be mandatory. Refund amounts are not captured in the system. In custom forms using payment elements, the payment field won’t appear in calendars. Multiple payments using native forms are not yet available in funnels. Undo and redo functionalities are not supported for the payment element. Frequently Asked Questions Q: How is the order confirmation page theme chosen? The theme is automatically selected to match the theme of the form, ensuring consistency. Q: Can I disable the order confirmation page? Yes, you can disable it by adjusting the "On Submit" actions in the Styles and Options section. Q: What can I do if the order confirmation page doesn't display properly? Make sure the Payment element and products are correctly added and integrated into the form. Troubleshooting Tips Issue: The order confirmation page doesn't appear after payment. Solution: Ensure that the Payment element is correctly added and the products are integrated. Issue: Incorrect customer details on the confirmation page. Solution: Review the form fields to ensure accurate data collection. If problems persist, check the form setup and user inputs. Issue: The order confirmation page doesn't match the form theme. Solution: Reapply the desired theme and verify that no conflicting settings are in place.

The auto responder functionality is designed to send tailored messages to clients automatically when they submit forms or surveys. This feature provides immediate acknowledgment, making customers feel valued and maintaining their connection with your brand. Key Advantages: Instant Client Interaction: Prompt replies reassure clients that their input has been received and appreciated. Simple Setup: The easy-to-use configuration requires minimal effort and avoids complicated workflows. Customizable & Efficient: Tailor your responses to align with your brand while ensuring a seamless communication process. How to Configure Auto Responders Setting up an auto responder is a quick and efficient way to improve your communication strategy. Follow these steps to activate this feature: 1. Access Forms/Surveys Section: From the left navigation menu, go to the 'Sites' section. In the upper menu, select 'Forms/Surveys.' 2. Create or Choose an Existing Form: Click 'Add Form' to build a new form or modify a pre-existing one using a template.   After selecting or creating your form, click on the bell icon located on the top left panel. 3. Set Up the Autoresponder: Enable the "Auto Responder" toggle switch. Customize the email by entering details such as the subject line, reply-to address, and sender information. Save your configuration. 4. Test and Activate: Test your autoresponder by submitting a form yourself to ensure it functions as expected. Once you're happy with the setup, your form is ready to start collecting responses, and the auto responder will handle client engagement automatically. Practical Applications Auto responders can be utilized in various situations to enhance communication: Event Registration: Send confirmation and event details right after registration. Feedback Collection: Thank customers for their input as soon as they submit their feedback. Service Requests: Acknowledge inquiries immediately, setting the stage for further discussions. Troubleshooting Tips Missing Auto Responses: Make sure the autoresponder is enabled and that all email details are correctly configured. Incorrect Email Content: Review the form fields and responder settings to ensure accuracy. Common Questions Can each form have its own auto response? Yes, every form or survey can have unique auto response settings. Is there a limit to how many responses can be sent? No, the autoresponder will send replies to every submission without any limit.

To customize the appearance of your form, access the Styles Tab in the form builder. This section lets you adjust design elements like colors, borders, and other visual aspects. By customizing these features, you can ensure your form aligns with your brand’s look and feel. Layout Customization In the Layout section, you can modify the structure of your form. You can enable inline forms, which place form fields side by side instead of stacked, and choose whether or not to display field labels. Styling the Form In the Form Style area, personalize the design of your form by adjusting the background color and adding borders. You can choose a color from the picker or enter a custom code for the background. You can select the border style—dotted, dashed, solid, or none—and modify its width by adjusting the values. To round the corners of your form, enter a number in the Corner Radius field, with higher numbers resulting in more rounded corners. Adjusting Form Size and Spacing Control the width of your form by inputting a value in the Width field. The larger the number, the wider the form. You can also adjust the form's padding, controlling the spacing around the form by applying padding to the left, right, top, or bottom. Shadow Effects The Shadow section allows you to add depth to your form's borders. You can customize aspects such as the color, width (both horizontally and vertically), and blur level of the shadow. Customizing Field Styles In the Field Style section, you can adjust the visual presentation of form fields by changing the background and font colors. You can further enhance the fields by adding borders, choosing a border style, and adjusting the width, color, and corner radius of the field borders. Padding options allow you to control the spacing inside the form fields, ensuring the layout meets your design preferences. The Shadow option allows for further customization, giving form fields a unique, polished appearance by adjusting shadow color, size, width, and radius. Label and Placeholder Customization In the Label and Short Label sections, you can control the font color, size, and weight for the text labels associated with each form field. Similarly, in the Placeholder section, you can adjust the font style, size, and color for the placeholder text inside form fields. Custom CSS and Visual Enhancements For more advanced customization, you can add your own CSS code in the Custom CSS section, allowing you to tailor the form’s design more specifically. If you are unfamiliar with CSS, consider seeking advice from a developer. Additionally, you can upload a Background Image or Header Image to enhance the overall look of your form. Additional Options In the Miscellaneous section, you can choose whether or not to display agency branding on your form by toggling the option on or off.

What is Conditional Logic? Conditional logic is a tool that allows forms to adapt dynamically based on the responses provided by users. This can be especially helpful for: Lead Qualification or Disqualification: By analyzing user responses, you can automatically categorize potential leads, enabling your team to focus on the most qualified prospects. Custom Messages and Redirects: Users can be shown specific messages or directed to unique pages based on how they fill out the form. How to Implement Conditional Logic in Forms Step 1: Access the Form Builder To get started with adding conditional logic to your forms: Go to the 'Sites' section and click on 'Forms'. You can either build a new form from scratch or use an existing template. Step 2: Customize the Form Begin by tailoring the form to suit your specific needs. For example, if you’re designing a form for a health insurance company, you might add fields like full name, phone number, and email. Make sure the essential fields are set as required. You can also adjust the form's visual design, such as changing the text color for better readability. Step 3: Add Custom Fields Next, introduce custom fields that will work with conditional logic. These can be dropdowns, checkboxes, or any input fields that allow users to make binary or multiple-choice selections. For instance, you might include a dropdown menu asking whether the user has been diagnosed with a particular condition, with options like 'Yes' and 'No'. Step 4: Configure Conditional Logic Once your questions are ready, click the "Add Conditional Logic" button, usually found in the top-left corner of the form builder. From there, you can: Redirect users to specific URLs. Display customized messages based on user input. Hide or reveal certain fields. Automatically disqualify leads depending on their answers. Examples of Conditional Logic in Action Redirecting Users: If a user indicates they have been diagnosed with a condition, you could send them to a page with detailed information about it. Custom Messaging: If a user selects 'No' for certain questions, you could display a message crafted specifically for that answer, enhancing the user experience. Troubleshooting and FAQs Why isn’t my conditional logic functioning as expected? Double-check that your conditions are set up correctly and ensure there are no conflicting rules. Verify that each condition matches your desired outcome. Can I use conditional logic for lead segmentation? Yes! Conditional logic is an excellent tool for qualifying leads and organizing them based on their responses, which allows for more targeted follow-up.

Overview of Form Submission Data  This area is where your CRM aggregates and organizes all form submissions. From here, you can review, download, or erase form data. Note: Access to certain features may be restricted based on user permissions. Setting a Date Range  You can specify a time period to filter the form submissions you want to analyze. Refreshing Submission Data At any point, you can refresh the data by clicking the refresh button. Selecting a Form  You can choose a specific form from your list to view and analyze submissions made for that form. Using the Search Bar After selecting a form, you can search for specific submissions by entering relevant information in the search bar. Viewing Submission Data This section shows the information provided by individuals who submitted the form. Submission Date You can find the submission date displayed in the upper right corner. List of Form Submissions This section lists all submissions related to the form you have selected. Total Form Submissions This area shows the total number of submissions for the selected form. Results Per Page You can adjust the number of submissions displayed on each page by modifying this setting. Viewing Individual Form Submissions  Each form submission will display essential details such as name, email, and the submission date. To select an individual or multiple submissions, click the checkboxes next to each entry. Downloading a Submission To download a specific form submission as a PDF, click the download icon. Deleting Submissions  You can permanently delete selected submissions. Once deleted, this data cannot be recovered. Downloading All Submissions  If needed, you can download all form submissions as a PDF to save locally or share with others.

Step 1: Access the Form Builder Navigate to the Form Section: Begin by selecting "Sites" from the left-hand menu of your CRM dashboard. Then, go to "Forms" in the top menu and click on "Builder" to start building your form. Start a New Form: To begin creating your form, click on "Add Form." Step 2: Configuring Your Form Familiarizing Yourself with the Interface: When you start, you’ll see three tabs at the top: Fields, Styles, and Options. Fields: Here, you can add the information that your clients will need to fill out. Styles: This tab is where you can customize the visual appearance of your form. Options: In this section, you can name your form and set up how it will function upon submission. Naming Your Form: In the Options tab, give your form a unique name that reflects its purpose. Step 3: Adding and Customizing Fields Adding Essential Fields: Switch back to the Fields tab. Here, you can drag and drop essential fields such as first name, last name, phone number, and email into your form. These fields are important for client identification and should be marked as required. Customizing Fields: By clicking on any field within the form, you can modify its properties, including marking it as required, using the options on the right side. Adding a Submit Button: Be sure to include a submit button at the bottom of your form. This is what clients will click to send their information. Step 4: Styling Your Form Customization Options: In the Styles tab, you have various options to personalize your form’s appearance, such as adjusting the background color, corner radius, and width. Advanced Styling: For more detailed customization, you can add custom CSS and integrate your agency’s branding at the bottom of the Styles tab. Step 5: Configuring Submission Options Post-Submission Actions: In the Options tab, you can decide what happens after a client submits the form. You have the option to display a customized message. Integration Options: Here, you can also integrate your form with tools like Facebook Pixel by adding your Pixel ID and configuring the related settings. Sticky Contact Feature: Enable the sticky contact feature if you need enhanced interaction with your clients. Step 6: Utilizing Custom Fields Adding Custom Fields: If the standard fields don’t meet all your needs, you can add custom fields from the Fields tab. You can either select existing custom fields or create new ones to tailor the form to your specific requirements. Troubleshooting and FAQs What if my form isn’t saving? Ensure all required fields are completed and that your internet connection is stable. Can I edit a form after creating it? Yes, you can edit forms at any time to update fields, styles, or options.