LeadSites offer many opportunities to capture leads using the forms in Smart Pop Ups, Squeeze pages, LeadLock, and Instafarm pages, but sometimes the premade forms don't have all the options you want. For that, we have FormBuilder.
FormBuilder allows you to customize your own lead capture form with whatever data you want to collect. You can then assign each field to a CRM field for easy organization. Once your form is complete, embed it on a custom page to collect all the exact data you want from your leads!
Start by logging into your LeadSite's dashboard and navigating to the FormBuilder app in the Lead Capture Apps section of the Apps tab:
From the main menu, you can either create a New Form or choose to Edit, Duplicate, or Delete an existing form.
Start by choosing a Title you can identify your form by.
After that, you have the option to choose the form's Path, color, font, redirect URL (a page where your leads will be sent after submitting the form), and success message. Though none of these are required, they will help you characterize and utilize the form.
When you create a New Form, it will start out looking something like this, with First Name, Last Name, Email, a Submit button, login buttons for Google and Facebook, an Add Field ＋ button, and a Save button.
Hovering over any of these boxes will reveal a toolbar. NOTE: Not all tools are available or active for every field type.
- will align the Label or Submit button to the left
- will align the Label or Submit button to the center
- will stretch the Submit button to fill the length of the field
- will remove the section
will allow you to edit the section
- click and drag to move the section to another area
You can click the ⌟ icon in the lower-right corner of any section to change its size.
First Name, Last Name, and Email are required fields and cannot be removed.
Add a Field
Click the Add Field ＋ button and then click the Select Field Type dropdown menu to select the type of field you want to add.
The next few steps will be the same for almost every available field:
- LABEL: This is how you will ask for the information. It will appear in all capital letters above the field.
- PLACEHOLDER: You can add placeholder text to a text box as an example or explanation of the information you're requesting.
- REQUIRED FIELD: If this box is checked ☑, your clients will not be able to submit the form with this field left blank.
- CRM FIELD: Choose where this information will be stored in the lead's info page.
Add a Dropdown
You can create a dropdown menu with as many options as you want. Select Dropdown as the Field Type and fill out the sections listed above. When you reach OPTIONS, click the plus ＋ button to add an option to the dropdown list, then fill in the text box with the option. Repeat for every option you want to offer. Click the minus - button to remove an option.
Add a Slider
You can create a slider allowing your users to select a value from a predetermined range. Select Slider or Range Slider as the Field Type and fill out the sections listed above. When you reach the Values selector, choose the minimum and maximum range, as well as the step value (ex. increments of 1, 5, 10, etc.).
Embed your form on a page
Once your form is complete, you can embed it into a custom page on your LeadSite! Open a page editor in the Pages tab of your dashboard. Click the Add Block button and search for the EAP FormBuilder block.
Select from the list the FormBuilder forms you would like to add. Forms are listed in order of date updated with the most recent at the top. The form you select will have a green checkmark ✓ to the left of it.
Once your form is selected, it will appear in the editor as a yellow block with the text: "Your Custom Form will show up here."
However, when you view the actual page, you will see your custom form in its place:
When the form is successfully filled out by a client, they will receive a Success Message:
…and the information they submitted with be added to the designated area of their CRM contact card.