Articles in this section

See more

Using Constant Contact Forms

Avatar
Leya Wood
  • Updated
Follow

Forms are the main way that Lead Gen & CRM receives information regarding a potential lead.

This information can then be used to send an email to the lead, which begins the lead nurturing process.

This article will detail how to create and edit forms. 

Article Contents

Available With:
Trial ✓  
Essential ✓  
Advanced ✓  
Ultimate ✓  
Toolbar:
FormsForms
Users:
Administrators ✓  
Company Managers ✓  
Marketing Managers ✓  
Sales Managers    
Salespersons    
Jr. Salespersons    


Regarding Native and Third-Party Forms

In addition to Constant Contact forms, Lead Gen & CRM also allows you to create two other types of forms: native or third-party.

Refer to Connecting Native and Third-Party Forms for information on creating these forms.


Creating Forms

You can create forms that gather lead information.

To create a Constant Contact form, do the following:

  1. Click Forms in the left toolbar.
  2. Click Create Form.

    Create New Form

  3. Enter a name for the form in the modal window that appears.
  4. Select Constant Contact Form.
  5. Choose the appropriate lead status to assign to leads that fill out this form.
  6. Click Continue.

    Add New Form

You'll be brought into the Form editor, where you can add fields and format the content.

Note: You must have one field set to the form to be able to save the form.

To host your form, paste an embed code into a webpage. Refer to Form Embed Code Overview for more information on embed codes.

 


Adding Field Content to Forms

Once you have created and saved a Constant Contact form, you can add field and formatting content.

To add content to your Constant Contact form, create or edit a form:

  1. Click the Fields tab.
  2. Select applicable fields to include in your form from the Fields drop-down menu.

    Important: An email address is required for Lead Gen & CRM to be able to gather form data.
  3. Select appropriate elements to add to your form from the Elements drop-down menu.
  4. Add appropriate referral fields to your form, if necessary, from the Referral Fields drop-down menu.
  5. Add appropriate Persona and GDPR Consent fields from the Special Fields drop-down menu.
  6. Click-and-drag fields to rearrange them as needed.

    Note: Click  times.png  Delete to remove a field from the form. Removed fields will be placed in the Removed Fields section of their respective field menus.
  7. Optionally, select any relevant options from the
    chevron-down.png  More Options drop-down menu.
  8. Click Save Changes.

    Build Form and Save

    Click to enlarge.

Refer to the following help articles for information on further customizing form content:


More Options for Field Content

Some form content has additional options available.

These options are nested under the chevron-down.png More Options drop-down menu.

Form Field More Options

These options are as follows:
  Option   Description  
  Required  

Requires that the site visitor fill out this field with applicable information in order to submit the form.

  
  Autofill Data  

Lets associated fields automatically populate with a visitor's information if they have already filled out that field.

  
  Is Hidden  

Makes the field invisible to a site visitor who is filling out the form. If you want that field to be hidden on the form and always pass the same value when it is submitted, enter that value in the Default or Hidden Value text field.

  


Be aware that these options are only available for select form content:
 

  Available Content       Unavailable Content  
 
  • All fields in the Fields drop-down menu
      
  • All content in the Elements drop-down menu
  
 
  • All fields in the Referral Fields drop-down menu
      
  • Both GDPR fields in the Special Fields drop-down menu
  
 
  • Persona fields in the Special Fields drop-down menu
          

 


Using Multi-Column Formatting

Form fields and elements can be arranged in columns. This allows for more interesting design choices and is a way to better group certain kinds of field information. 

To place form fields and elements in columns, create or edit a form:

  1. Click the Fields tab.
  2. Select the desired field or element content from the following drop-down menus:
       •   Fields
       •   Elements    		    •   Referral Fields
       •   Special Fields
  3. Drag the added fields or elements into either an
    open  column.png  vertical column or an open
    horizontalcolumn.png  horizontal column.
  4. Rearrange the fields or elements as necessary and then click Save Changes.

    Move Fields to Create Multipe Columns

    Click to enlarge.

Note: There is a maximum limit of three vertical columns or one horizontal column per row in the form.  

Form fields and elements will automatically adapt to the column width. They can be moved from one column to another without losing functionality.


Editing Forms

You can edit previously saved forms. To edit an existing form, do the following:

  1. Click Forms in the left toolbar.
  2. Locate the desired created Constant Contact form and click  12more.png  Options > Edit Form in the desired form's row.

    Edit Form

    Click to enlarge.

Edit the form as necessary and then click Save Changes.


Previewing Forms

You can see a preview version of your created form. This is helpful to see how it feels to interact with your form.

To preview forms, create or edit a form:

  1. Click Forms in the left toolbar
  2. Locate the desired created Constant Contact form and click  12more.png  Options > Preview in the desired form's row.

    Preview Form

    Click to enlarge.


Obtaining Form Embed Codes

You can obtain your form's embed code. These codes allow you to embed your forms on your site.

To obtain a form's embed code, do the following:

  1. Click Forms in the left toolbar.
  2. Locate the desired created Constant Contact form and click  12more.png  Options > Embed Code in the desired form's row.

    Form Embed Code

    Click to enlarge.

Refer to Using Form Embed Codes for more information on form embed codes.


Copying Forms 

here might be times where you would like to have similar forms with only slight differences. You may also want to have identical forms on different pages to trigger different workflows. In any event, you do not need to recreate a form from scratch—you only need to copy an existing form.

To copy a created form, create or edit a form:

  1. Click  12more.png  Options > Save As a Copy.

    Save Copy of Form

  2. Click Close to exit out of the Embed Code window.

    Close Embed Code Window

  3. Click the Settings tab.
  4. Rename the form.
  5. Click Save Changes.

    Rename Copied Form
Note: Forms can only be copied within the same instance.


Deactivating Forms

While you cannot delete forms outright, you can deactivate them.

To deactivate forms, do the following:

  1. Click Forms in the left toolbar.
  2. Set the Form Activity drop-down menu to Active Forms.
  3. Click  12more.png  Actions > Deactivate Form in the desired form's row.

    Deactivate Form

Once deactivated, the form will be moved to the Inactive Forms menu.


Reactivating Forms

You can reactivate previously deactivated forms.

To reactivate a deactivated form, do the following:

  1. Click Forms in the left toolbar.
  2. Set the Form Activity drop-down menu to Inactive Forms.
  3. Click  12more.png  Actions > Activate Form in the desired form's row.

    Reactivate Form

Once reactivated, the form will be moved to the Active Forms menu.


Frequently Asked Questions

Q: How many fields should my forms contain?
A: 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.

Q: Can fields show only under certain circumstances?
A: Yes. 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. 

Q: How do I set autofill features?
A: Check the Autofill Data toggle to fill data automatically. This lets associated fields automatically populate with a visitor's information if they have already filled out that field.

Q: Can I use custom fields in forms?
A: Yes. Utilize the Create Custom Fields link. Custom fields allow you to better customize and specialize forms.

Q: What are the main tracking limitations?
A: You may find that forms with referral fields will not track data. 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.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?