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How to create a Web Form

Last updated by Rich Orr on November 01, 2016 15:23

You can create a Webform in 4 easy steps: make sure that if you want to link up your webform to automated campaigns, that you have pre-created those campaigns...

To access the Web Forms page just go to Automation > Web Forms, then Create Web Form button:

Step 1

Step 2

In selecting your fields make sure you tick those you want as mandatory fields.(Required)

You can include the Google CAPTCHA and you need to enter your Site key for this.

In this step you can also configure your buttons and the wording of those buttons, including the Submit button.

In the next Step 3 you can add email addresses to be notified when someone submits your web form:

Step 3

Step 4

The final set up is to select the type of form you want, we have styled, raw, hosted and even facebook!:

With both the Styles and Raw code there are two types of code - Manual and Automatic javascript

If you choose the Manual Form code then if/when you make subsequent changes to the form then you will also have to edit the code as you have done previously and manually copy the code across again to your website.

If you choose the automatic code, every time the website loads up it will grab the latest form, meaning you can make changes as and when you need without having to re-add it to the website

You can also see your web form listed, which means you can edit/view/duplicate in the future.