Creating a Form #
If you have Forms installed, It’s quite easy & straightforward to create a Form in CRM. At first, go to your CRM dashboard and click on the Forms option from the menu. From here, click on the Create a New Form button on the top right corner to make your form.
Then you will notice a pop-up window appear with some template options to choose from. You can select your preferred form template from here.
When you select one of the templates, some options will appear to create a form. You can add the Form Title and set up automatic segmentation when users join your contact list. To choose the right segments for the contacts, define your lists and tags in the Add to List & Add to Tags field. You can also enable Double Opt-in Confirmation to send an email to the user that includes a link to click & confirm the subscription. Then click on the Create Form button.
Form Styling #
After creating the form, a pop-up window appears with some options like; Preview the form, Edit the form & Edit Connection.
If you click on the Preview the form option, you can view the output of your form.
Editing the Form
Next, you have Edit The form option which allows you to easily customize your form according to your requirements. By clicking this button you can use the form editor of Forms.
With this option, you can add various input fields like General Fields, Advanced Fields, Payment Fields, and Containers. Plus, each of the input fields can be customized with the Input Customization option.
Forms is a really advanced plugin and you can do a lot of customization using the form.
Editing Form Integration Settings #
Next comes Edit Connection. If you click on the Edit Connection option, this will take you to Form’s Settings & Integrations page where you can update your existing CRM Integration feed or add new CRM integrations.
If you’re updating an existing CRM feed, you can update the Feed Name in the Feed Name field. In the next filed you can change CRM List for the contacts that will be added through this form. You can also associate your CRM merge tags to the appropriate Form fields by selecting the appropriate form field from the list with the Primary Fields option.
Using the Other Fields option, you can select which Form field will pair with their respective Custom Fields in CRM. You can also add or remove the Contact Tags by clicking the Contact Tags field.
CRM’s Forms integration also allows you to dynamically select tags based on set conditions. To use dynamic tags, click the Enable Dynamic Tag Selection checkbox and set your dynamic condition based on which the contacts will be assigned to different lists and tags.
Check the Skip if contact already exists in CRM checkbox if you don’t want to override contacts. You can also enable or disable double optin emails by clicking Enable Double Opt-in for new contacts checkbox.
Tip: Dynamic Tag Selection makes it really easy to segment contacts as the fill out your forms! Check out the tutorial: How to Segment CRM Contacts Using Dynamic Tags
The Conditional Logic checkbox allows you to enable or disable CRM integration feeds conditionally based on your audience’s submission values. To use the Conditional Logic option, simply tick the checkbox and set your conditions!
Once you’re done with setting up the integration feed, make sure you Enable This Feed and click on the Update CRM Feed button.
Similarly, if you go to the forms page, you can hover over the Actions button. This allows you to Preview the form, Edit the form, edits the funnels connected to the form, and edit the form’s Integration settings. Just click those buttons to customize your forms or their integration settings.
Displaying the form #
Forms works with Shortcodes instead of embed codes and it is really easy to display your form using shortcodes.
Once you’re done with form creation, designing, and integration, you can simply copy the Forms shortcode and paste it on any page or post to collect leads.
Marketing Automation #
Once your form is up and running, new leads(contacts) will join your email list as they sign up using the form. CRM’s email marketing automation includes four major elements. These are:
- Triggers: Triggers are essential for initiating email marketing automation. They can be behavior-based, or time-based. Learn more about CRM’s Triggers here.
- Action Blocks: The actions which will be done throughout the funnel for example sending an email, adding the user into a list, etc. Learn everything about CRM Action Blocks here
- Benchmarks: Benchmarking the behavior of the users for example whether they purchased a product, clicked into a link, etc. Learn everything about CRM Benchmark Blocks here
- Conditionals: Conditionals will let you set multiple paths based on if/else conditions. Learn more about CRM Conditionals here.
For Forms marketing automation, CRM allows you to use New Sign-ups as the trigger point of new marketing automation funnels. If you want to start engaging with your contacts, you need to create a new marketing automation funnel by going to Automations and selecting Create a New Automation.
You will notice a pop-up window appear, where you have to add a suitable Internal Label and choose the New Form Submission (Forms) trigger to initiate an automation funnel. A pop-up box will appear with some options to set up the trigger.
Here’s how you should set up the trigger:
- Select Your Form: Select your form.
- Map Primary Data: First Name, Last Name, and Email field will be available for mapping with Form’s corresponding field. The left-hand side is CRM fields and the right-hand side is user-submitted data from the form. Click the arrow-down sign to see all the mappable field items.
- Map Other Data: All the other CRM fields including the CRM custom fields will be available for mapping below the other field mapping. The left-hand side is CRM fields and the right-hand side is user-submitted data from the form. Click the arrow-down sign to see all the mappable field items.
- Subscription Status: Change the contacts Subscription Status.
- Conditions: Specify what will happen if the subscriber already exists in the database.
Once you’re done setting up the trigger, you can use Actions, Goals, and Conditionals to design your marketing automation Funnel. There are many such Actions, Goals, and Conditionals, so please check out the correspondent documentation if you’re not sure about a specific one.