The form creation process in Experiture allows you to design customized forms for lead generation, surveys, or data collection that can be embedded into your marketing assets such as landing pages or emails. Once the form is built and saved, it can be embedded anywhere online using the generated code, ensuring seamless integration into your digital assets.
Follow these steps to successfully create and add a form:
Step 1: Navigating to the Form Creation Section
To start, navigate to the section where you want to add a form, and click the Add a Field button in the form management window. This button will take you to the form-building interface.
Step 2: Form Setup Options
Once you select Add Form, a configuration window will appear with the following options:
Form Components
Your form will include an Embed Code, which you can later use to embed the form into your website, landing page, or email.
The Form section represents the structure and content of the form that you’ll be creating. You will customize the fields and layout in the next step.
Add Alerts (Optional)
You can choose to enable Alerts by checking the box on the right. Alerts are email notifications that trigger when a target visits or submits a response to your form.
These alerts can be sent to your marketing team, sales team, or specific individuals, enabling them to take quick follow-up action.
After making your selection, click Next to proceed to the form-building interface.
Step 3: Building the Form
In the form-building screen (as shown in the first screenshot), you have two main sections:
Create New Fields
You can create custom fields for your form by choosing from the options on the left, which include:
Text Fields: Short single-line responses.
Paragraph Fields: For longer responses or comments.
Date, Telephone, Email, URL: Specific field types to capture structured data.
Radio Buttons, Checkboxes, Dropdown: To capture multiple-choice responses.
File Upload: Allows users to upload a document or image directly through the form.
Simply drag and drop the required field types into the form structure on the right.
Pre-defined Profile Fields
If you have standard profile fields you want to use, the Pre-defined Profile Fields section provides options like:
First Name, Last Name, Company, Email Address, Phone Number, etc.
These fields come pre-configured and can easily be added by dragging them into your form structure
Custom Fields
If you require custom data points, the Custom Fields section allows you to add and define fields such as Dedupe List ID or other unique data points relevant to your campaign.
After dragging and dropping the fields you need, you can click on each field to customize its properties (e.g., making it required, adjusting the label, etc.).
Step 4: Finalizing and Embedding the Form
Once you are satisfied with the form structure and field customization, click Save or Next (depending on your form creation process) to finalize the form.
Afterward, you will receive an Embed Code that you can copy and paste into the HTML of your landing page, website, or email campaign.
Need more help? For further details or troubleshooting, please refer to other articles in the Experiture Knowledge Base or contact support for assistance.