|Lead generation relies on forms. With so many forms out there, it is important that your forms stand out.
You can build, customize, and reorder fields with SharpSpring's drag-and-drop form editor.
This article will detail how to create a SharpSpring form.
Adding Content in the Fields Tab
The Fields tab contains the options necessary in inserting, modifying, and customizing form fields.
You must have at least one field before you can save a form. To add fields to your SharpSpring form, do the following:
Important: An email address is required for SharpSpring to be able to gather form data.
Note: The first time you save a form, an embed code modal window will appear. To continue editing the form, click Close.
For information on editing custom field content, such as custom drop-down field selections, refer to Creating Custom Fields.
At any time during the form creation process, you can rearrange or otherwise modify the fields inserted into the form. Hovering over a field will display the following three icons:
|Reorder||Drag-and-drops fields to reorder their placement in the form.|
|Delete||Removes the field from the form.|
|More||Additional options and information. Allows you to make the
field hidden, and displays the field's lead type.
Fields Best Practices
When adding fields to SharpSpring forms, it is important to keep the following in mind:
- Forms should contain a maximum of four or five fields. Listing more fields is usually too much, as too many fields bloat the form in both style and substance.
- You can choose how fields show. Some fields can be set to always show or only show if a lead has not filled out that field before.
- Check the Autofill Data toggle to fill data automatically. This lets associated fields auto-populate with a visitor's information if they have already filled out that field.
- Utilize the Create Custom Fields link. Custom fields allow you to better customize and specialize forms.
- When using referral fields, be aware that the fields do not establish tracking. Referral fields do create a second contact record for that referral. When using referral fields, send an email to that referral stating that they were referred. This encourages the referred visitor to visit your website and/or fill out a form to establish tracking.
- When using the How Did You Hear About Us feature, the option will add a field at the end of the form where your visitor can add themselves to a campaign in SharpSpring. This feature is available just in case one of your current campaigns did not catch them.
- You can integrate SharpSpring forms different webinar platforms. SharpSpring has integrations with both WebEx and GoToWebinar. This allows you to add events or webinars as form fields. This way, when visitors fill out your form, they are also registered in WebEx or GoToWebinar.
Editing CSS in the Styles Tab
The Styles tab contains a list of options pertaining to using CSS stylesheets and buttons with a form.
To modify CSS settings, do the following:
|Click to enlarge.|
Note: When modifying existing buttons, click
Edit to modify the button, or Delete to remove the button from the list of choices.
Note: External CSS URLs are necessary only if you have a stylesheet that is already associated with your site and want the form to have the same look and feel.
Note: SharpSpring offers Professional Services to assist with custom coding.
Modifying Forms in The Settings Tab
The Settings tab contains options to edit metadata and other important pieces of form information. To modify a form, do the following:
Note: Google's invisible reCAPTCHA tool protects your forms from spam and other types of automated abuse. This happens behind the scenes without requiring a user to click a checkbox. Only the most suspicious traffic will be prompted to solve a captcha.
Form Data Settings
The available Form Data settings in the Settings tab are as follows:
|Lead Status||Give visitors who fill out this form a lead status.|
|Double Opt-In||Clicking this checkbox enables the double opt-in feature. This
feature sends a confirmation email to those who fill out this
form, allowing them to explicitly opt-in to receiving emails.
|Postback URL||Enter a Postback URL if you have a third-party service you
want SharpSpring to post the form data to.