To begin creating a new web form, open the Web Forms page from the administration menu (Web Forms > Manage Web Forms), and click on the New Web Form button in the appropriate form group (e.g. Demo Forms):
A popup window appears where you can select the form's options.
Enter the form name and select the Fillable Web Form type. Then select the remaining required settings marked with a red asterisk and click Add (the E-Signature document field is optional):
Here is a description of the available settings:
- Public URL: This is the last part of the URL that comes after your domain name. The URL slug generates automatically based on the form name you entered, but if needed you can change the slug to something else by clicking on the edit icon and editing the slug.
- E-Signature Application: If you'd like your client to sign a specific e-signature document after submitting the web form then use this dropdown to select the document (or multiple documents) . More info: Web Forms - Enable E-Signatures
- Form Template: Select a form template to start building your form with, or choose blank form to build the form from scratch.
- Default Lead Status: New leads received from the web form will be saved in this status state.
- Default Lead Group: New leads received from web form will be assigned to this user group.
- Email Template: This is the email that will be used to send the e-signature document to the client.
- Signed Template: This is the confirmation email that will be sent to the client after they sign the e-signature document.
Once the new web form has been added, you can manage the form settings again at any time using the shortcuts in the web form's title row:
The shortcuts allow you to perform one of the following actions (in order):
- Delete the web form
- Manage access permissions for form editing
- Manage the basic form settings (such as the form name, form type, and e-signature options)
- Copy the form link
To begin working on the form you can use the shortcuts in the form's description row:
The shortcuts allow you to perform the following actions:
- Duplicate the form
- Manage form links. More info: Web Forms - Manage Defaults and Custom URLs
- Edit the POST Token (it is strongly recommended that you do not modify the POST token as an incorrectly configured token may cause unexpected and incorrect behavior)
- Edit the design of the web form using the WYSIWYG web form builder
- Open and preview the web form in a new tab
Building the Web Form
To start building the web form click the Edit button on the web form:
The web form builder now opens up with three sections, including the Form Widgets, the Web Form area, and the Lead:
To start building the web form, move a desired widget from the form widgets section into the web form area.
In the below example, we added the Section widget to the web form:
We can now proceed to add the lead fields to the section by moving them from the Lead.
In the below example, we renamed the section to 'Company Information', and added the 'Company Name' field to the section:
The lead fields added to the web form are mapped automatically, so that the information received from a submitted web form will appear in the appropriate lead fields automatically.
If the lead fields are mapped to an e-signature document, then the e-signature document will also be automatically populated with the information received from the web from.
You can now proceed to add more widgets and lead fields to your form and finish building the form.
Once your form is completed, head back to the web form management page and click Open to preview the live version of the form: