|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.
Regarding Native and Third-Party Forms
In addition to SharpSpring forms, SharpSpring also allows you to create two other types of forms: native or third-party. For information on the processes involved in creating these forms, refer to Connecting Native and Third-Party Forms.
To create a SharpSpring form, do the following:
Note: You must have one field set to the form to be able to save the form.
Once created, a modal window will appear that contains the form's embed code. This is the code that you paste into a webpage to place created forms on a page. You can close this window.
For more information on embed codes, refer to Form Embed Code Overview.
Adding Field Content to Forms
Once you have created and saved a SharpSpring form, you can add field and formatting content.
To add content to your SharpSpring form, do the following:
Note: Click Delete to remove a field from the form. Removed fields will be placed in the Removed Fields section of their respective field menus.
Important: An email address is required for SharpSpring to be able to gather form data.
For information on further customizing form content, refer to the following help articles:
More Options for Field Content
Some form content has additional options available.
These options are nested under the More Options
These options are as follows:
Requires that the site visitor fill out this field with applicable information in order to submit the form.
Lets associated fields automatically populate with a visitor's information if they have already filled out that field.
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 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|
To edit an existing form, do the following:
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, do the following:
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:
For more information on form embed codes, refer to Using Form Embed Codes.
There 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, do the following:
Note: Forms can only be copied within the same instance.
While you cannot delete forms outright, you can deactivate them. To deactivate forms, do the following:
Once deactivated, the form will be moved to the Inactive Forms menu.
To reactivate a deactivated form, do the following:
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.
Q: How can I make sure visitors are added to campaigns?
A: 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.
Q: Can I integrate SharpSpring forms in different webinar platforms?
A: Yes. 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.