We’ve completely rebuilt our form builder. Now, you’ll be able to easily create a variety of beautiful forms:
We’ll be rolling this update out slowly over the next few weeks. If you’d like to have your account upgraded immediately, email our support team and let them know you want your account upgraded with the form builder release.
Using the new form builder
After your account is upgraded, you’ll notice a new “Forms” tab in the top menu. Clicking “New Form” will bring up a modal window:
You’ll be able to choose from four “tried and true” display types:
Appears within the content of your website. This would be the form type you might use for a landing page or a “contact us” form. This type of form is available to all account tiers.
Appears as a persistent strip at the top or bottom of the webpage.*
Appears in the corner of the browser window.* It’s noticeable, but doesn’t cover much content.
Appears in the center of the browser window and creates a new layer on top of the page and slightly dims the background so the form stands out.*
* Floating Bar, Floating Box, and Pop-up Forms are a Plus & Enterprise plan feature.
When your form is submitted, you can immediately perform automated actions:
- Add a Tag – Tag contacts to track their lead source, identify their interests for targeted follow-up, and keep your list organized.
- Add to Deal – Begin your sales process immediately by creating a new deal and adding it to any stage of any pipeline.
- Email Results – Notify members of your team by email when a new lead is available.
- Subscribe to List – Add a contact to multiple lists simultaneously.
After clicking the “Create” button, you’ll be redirected to the form builder itself.
Customizing your form
With the inline form, you can drag and drop fields into the form. You’ll be able to add default fields and any custom fields you’ve created.
You can also insert HTML code, images, and header text, so you’ll be able to add whatever content you need into the form.
We are also offering CAPTCHA, a list selector, and subscribe/unsubscribe options so you’ll be able to design a complete list preferences form:
You’ll also be able to create custom fields from within the form builder by clicking “Add New Field.”
Here you’ll be able to define the button text and “Thank You” message.
Here you’ll have a plethora of options for changing the look and feel of your form. You’ll have the flexibility to precisely match your website or create a form that stands out with bright, complimentary colors.
We give you many formatting options built-in, but for unlimited flexibility, you’re also able to use CSS. After clicking the “Inspector” button, you can click on the element of the form you’d like to customize and add CSS code.
You’ll be able to choose whether the form displays a “Thank you” message or redirects them to a URL after it is submitted.
Here you’ll have another opportunity to change or add to the actions that are triggered when the form is submitted.
If you are creating a Modal, Floating Box, or Floating Bar form, you’ll have the option to define when that form should appear. You can have it always show, show once and then hide, or hide after they’ve interacted with it (submitted it or closed it).
You’ll also be able to choose the forms appearance effect:
Slide in effect:
Fade in effect:
The Show Delay allows you to choose at what point the form is displayed to your visitors. Rather than having the form appear as soon as they visit the page, you can have it appear after reading a portion of the page’s content. Oftentimes this will improve your conversion rate because visitors are given the chance to see that your site provides value before being presented with a decision on whether they want to join your list.
When you have your form the way you want, click “Integrate” in the upper right-hand corner and you’ll be presented with a number of integration options.
The advantage of the Simple Embed is that any changes you make to the form will automatically be reflected in the form on your site without having to update the code.
Here you also have the option to get a link to a hosted version of your form, set up the WordPress plugin, or install the form on your Facebook page.
Other updates in this release
You’ll notice we’ve also redesigned the Lists page and our custom field editor to be more clear and consistent with the rest of our platform.
We’ve also moved the Apps directory, which was accessible from the main navigation, into the account options menu:
Again, we will be rolling this update out slowly over the next few weeks. To have your account updated, email us at: email@example.com.
If you have any questions about this update, or how the new form builder works, please leave a comment below.