|Forms are the main way that SharpSpring 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. For a comprehensive breakdown of form creation, refer to SharpSpring Forms Overview.
To create a SharpSpring form, do the following:
Note: For information on editing custom field content, such as custom drop-down field selections, refer to Creating Custom Fields.
Note: You must have one field set to the form to be able to save the form.
To edit an existing form, do the following:
Adding Auto-Responder Emails
An auto-responder is an email that is sent to any lead that submits the form, even if they are unsubscribed. This email will be sent multiple times, regardless of whether if it is a repeatable email. This email will be sent every time someone fills out the form. To add an auto-responder email to forms, do the following:
Five Forms to Increase Lead Conversions
While there are many different types of forms, consider the following forms to best increase lead conversions:
- Limit content with gated content forms. When maximizing your content strategy, you can limit what content a lead can access by gating the larger content—or even all content—behind a form submission. This is a great way to validate qualified leads and confirm that your content is something your targeted demographic would find valuable.
- Give readers subscription options with subscriber forms. Create a basic email-only form to allow leads to subscribe to blog content. Link multiple form submissions together in a list and enable RSS emails to automate content delivery to these subscribers.
- Allow visitors to contact you with schedule request forms. Include a date/time picker custom field on a form to allow leads to request or schedule a specific time to speak with a member of your team. Use the custom field in conjunction with time-based workflows to automate follow-ups unique to the requested date.
- Provide targeted content with promotional and offer forms. Whether you are offering a free assessment, discounted consultation hours, or a consumer commodity, promotional forms are a great way to have leads submit information to receive the offer. Once the lead is in your funnel, you can follow-up with strategic marketing.
- Let visitors be themselves with persona forms. Add a field to your form that includes a self-identification question to allow leads the ability to identify as demographic you are targeting. This will help to improve dynamic messaging.