Forms
Created by: Emma Johnston
Last updated: July 09, 2024
Form Builder Dashboard
FORMS DASHBOARD
Click on Sites > Forms > Builder to view existing forms and folders. You can search forms by name using the Search Box. You can change page in the bottom right corner. There is also information on when the form was last updated and who by.
You can also toggle between List view or Recent view by clicking the options to the left of the search box.
EDIT AN EXISTING FORM
To edit an existing form, either click on the form name or click on the ellipsis menu (three vertical dots) and select Edit.
PREVIEW AN EXISTING FORM
To preview an existing form, click on the ellipsis menu (three vertical dots) and select Preview.
You can also preview a form from the editing window.
VIEW SUBMISSIONS AN EXISTING FORM
To view submissions for an existing form, click on the ellipsis menu (three vertical dots) and select View Submissions.
You can also view submissions/answers to all forms by going to Sites > Forms > Submissions.
CLONE AN EXISTING FORM
To clone an existing form, click on the ellipsis menu (three vertical dots) and select Duplicate. In the popup window, enter a name for the new form and press Confirm (or cancel).
DELETE AN EXISTING FORM
To delete an existing form, click on the ellipsis menu (three vertical dots) and select Delete. In the popup window, press Delete (or cancel).
Form Folders
CREATING A FOLDER
1. Click on Sites > Forms > Builder. In the top right corner, click on the white Create Folder button.
2. Enter a folder name and press Confirm (or cancel).
MOVING A FORM TO A FOLDER
1. To move an existing form, click on Sites > Forms > Builder and select the List tab.
2. Click on the ellipsis menu (three vertical dots) and select Move to Folder. In the popup window, enter a name for the new form and press Confirm (or cancel).
3. Select the folder from the dropdown menu and press Confirm to exit (or cancel).
EDIT A FOLDER
To edit a folder, click on the ellipsis menu (three vertical dots) and select Edit. Edit the folder name and press Confirm (or cancel).
DELETE A FOLDER
To edit a folder, click on the ellipsis menu (three vertical dots) and select Delete. In the popup window, press Delete (or cancel).
Creating and Editing a Form
CREATE A NEW FORM
1. Click on Sites > Forms > Builder. In the top right corner, click on the blue + Add Form button.
2. Choose from either Start from Scratch or Choose from Template. If you choose to start from scratch, the form will then load with four contact fields, a consent box, a button and privacy policy links to get you started. These are be deleted/edited as required.
2. Once in the form editor, rename your form at the top of the page, using the pencil icon to unlock the name.
3. Click on the Styles and Options icon to display the right hand panel. If you plan to embed to form into a funnel, we recommend going to the Styles tab and change the Border and Shadow values to 0px. We also recommend toggling on Full Screen Mode, changing the Background opacity color to 0, and reducing the Padding left and right values.
4. Press Save in the top right-hand corner regularly.
ADD A FORM ELEMENTS (FIELDS/QUESTIONS)
To add questions to the form, click on the + Add Form Element button in the top left-hand corner.
To add standard fields, drag and drop the required questions from the Quick Add tab in the left-hand panel. To add custom fields (your own questions), toggle first to the Custom Fields. You can also reorder questions/fields by dragging them within the form.
You can also create custom fields directly in forms or surveys but they can only be edited in settings. To edit a custom field, click on Settings > Custom Fields. See the Custom Fields page for more details/instructions.
EDIT FIELDS WITHIN A FORM
You can edit the field title text or the place holder text by click on the specific field and changing the text in the right menu.
NOTE: You can't make permanent edits to fields, just form by form.
REQUIRED QUESTIONS
To make a question required, click on the field and change the option in the right-hand menu. Required questions are marked with an asterisk.
HOW TO DELETE A QUESTION
If you want to delete a question, click on the specific question/field on the form and click the cross in the top right corner of the highlighted box.
ADD A SUBMIT BUTTON
To add questions to the form, click on the + Add Form Element button in the top left-hand corner and drag a Button (from the Quick Add tab) onto the form. To edit the button, click on the button to see the options in the right-hand pop-up menu to change the button alignment, button text (and subtext), background color, border, corner radius, and button width. There are also options to add a shadow, change the padding, and change the appearance and font of the text.
UNDO/REDO
To undo or redo an action (for fields, settings and theme changes), click on the Undo and Redo icons in the top toolbar menu.
Phone Number Fields and Email Validation
EMAIL VALIDATION
When you add an email field, you have the option of validating a contact's email address before they are able to submit the form.
PHONE TERMS AND CONDITIONS
When you add a phone field, it the form will automatically add the Terms and Conditions field (to ensure that you are compliant with A2P 10LDC and GDPR regulations). To edit the hyperlink, click on the ellipsis menu (three vertical dots). You can also customize form the text, and chance the text and link colors.
PHONE COUNTRY PICKER
When you add a phone field, you can also choose whether to enable the Country Picker option. Click on the phone number field to change the option in the right-hand menu. If all of your contacts will have the same country calling code as your account, then you can disable this option. If you work with any contacts that might have a different country calling code, then you will need to enable this option.
Payments
PAYMENTS
You can take payments with in a form, which allows you to add more fields than a funnel order form. Payment forms can be used as a standalone form or as an element within a funnel.
1. To take payments inside a form, click on the + Add Form Element button in the top left-hand corner and drag a Payment field onto the form.
2. Select the Payment Type from the drop down (Sell Products or Custom Amount - for example, where you might take charity donations).
3. To add product(s) to the form, click on the payment field to display the right hand panel. Click Add Product to add a product. Select the product from the drop down menu and choose whether to show the description and/or image. Once complete, press Add Product. Click here for more information on creating products.
To edit a product, click on the Settings/Gear icon. To delete a product, click on the Trashcan icon.
4. Enter a Label and select whether the field is required.
5. Choose the required Layout Settings and change the Footer Information as needed.
Form Appearance
STYLE THE FORM
To edit the appearance of the body of the form, click on the Styles and Options icon to display the right hand panel. Click on the Styles tab in the right-hand panel and go to the Form Style section. You can edit the form background color and tranparency, border and color, corner radius, form width, padding and shadow.
LAYOUT
To change the Layout of the form, click on the Styles tab in the right-hand panel. Choose from Single Column, Two Column and Single Line.
FORMAT FIELD STYLE
To format the field labels and placeholder text, click on the Styles tab in the right-hand panel and scroll down to Field Style. You can edit the background color, border (type, thickness and corner radius), width and padding. There are also options to change the appearance and font of the field label and placeholder text.
BACKGROUND AND HEADER IMAGES
If you are using the form as a stand alone page (and not adding to a funnel or website), you may like to add a background image or a header image. The background image is intended to cover the entire page, providing a visually appealing backdrop for the form and the header image is designed to cover the entire width of the form and remains positioned at the top of the form.
To add a background image or header image, click on the Styles tab in the right-hand panel. You can either drag a file or click to upload one. To view the image, click on the Preview option.
FORMAT FORM LABELS AND PLACEHOLDERS
To format the field labels and placeholder text, click on the Styles tab in the right-hand panel and scroll down to Label and Placeholder. You can edit the color, font family, font size and font weight.
REMOVE FORMS LABELS
To remove the field labels, click on the Styles tab in the right-hand panel and toggle off Show Label in the Layout section.
FULL SCREEN MODE
To remove the field labels, click on the Styles tab in the right-hand panel and toggle off Show Label in the Layout section. Switching this on will cause the form to expand across the entire width of its container, stretching to the edge of the embedding area while adhering to the form's width. This can be helpful when the form is being added to a funnel.
INPUT STYLE
You can select whether you want the input style to be Line or Box. Click on the Styles tab in the right-hand panel and select the Input Style from the drop-down menu.
ADDITIONAL OPTIONS
Under Miscellaneous, you can toggle on or off Agency Branding to remove the SuperCoach CRM logo. By default, this is toggled off.
To make additional appearance changes to the form, you can add Custom CSS.
Form Completion
ACTION ON SUBMIT
When the contact submits the form, you can either send them to a different webpage (Open URL) or display a message (such as a thank you message).
1. To change the submission settings, click on the Options tab in the right-hand panel and go to the On Submit section.
2. Choose from Message or Open URL.
3. Once selected, add the message or URL to the box below.
If the form is embedded in a SuperCoach CRM page, the Redirect Action in the funnel or website builder will supersede the form builder On Submit action.
SUBMIT MESSAGE APPEARANCE
If Message is selected as the On Submit action, there are options to format the text, background color, font family and font size.
Additional Form Options
META PIXEL
Click here for more information on adding your Meta pixel to a form or survey.
STICKY CONTACT
Sticky Contact allows you to save cookie/s from a lead and will autofill information across multiple forms/surveys that they had previously entered so leads don't have to enter it twice if there are multiple steps. This is especially useful, for example, if you have an initial opt-in leading to a calendar/appointment page or an Order Form.
Click on Options > Sticky Contact. and toggle the option on or off.
IMPORTANT! Sticky contact should not be used if more than one contact is completing a survey from the same device. If a second person accesses a sticky contact survey from the same device, the previous contact's information will populate and the system will add the new information to the wrong contact.
Using the Form
PREVIEW THE FORM
You can preview the form from inside the form editing window by clicking on Preview in the top right corner. You can also preview a form from the form dashboard by clicking on the ellipsis menu (three vertical dots) and selecting Preview.
COPY FORM URL
To get a link to open the form directly, click on Integrate in the top right corner and select Copy Form Link.
You can also copy the URL from the address bar of the browser when previewing a form.
TEST THE FORM
Both preview the form or open the form URL give you access to the live form. To test the form, you can enter in mock data which will allow you to test the form/survey and see how the information looks in the contact profile. If you have Sticky Contact enabled on the form, you will need to open the form in an incognito browser.
Adding the Form to a SuperCoach CRM Site
ADD THE FORM TO A FUNNEL
If you want to embed a form or survey on a SuperCoach CRM funnel or website, you add it directly as an element in the funnel or website builder. Once added, make sure you set the Redirect Action. Click here for more information on adding forms or surveys an element in funnels.
Adding the Form to an External Website
EMBED THE FORM
1. If you want to embed the form on an external website, you can get the embed code by clicking on Integrate in the top right corner of the form.
2. Choose from the Embed Layout Type options. If you select Sticky Sidebar or Polite Slide-in, choose whether you want to be able to minimize the form and which side of the screen you want to tab to stick to.
3. Choose the required option for Trigger Type, Activation Options and Deactivation Options.
4. Click Copy Embed Code and press Done to exit.
5. On your website, add a custom HTML block to the page and paste the embed code.
Remember to have enter the required details under On Submit (either a URL or thank you message).
Form Submissions
VIEW SUBMISSION FOR A SPECIFIC FORM
To view submissions for a specific form, go to the Sites > Forms > Builder to access the Form Dashboard. Click on the ellipsis menu (three vertical dots) next to the required form and select View Submissions.
VIEW ALL FORM SUBMISSIONS
You can view submissions/answers for all forms by going to Sites > Forms > Submissions. Using the dropdown menu, you can select a specific form. You can also search for a specific contact (by name, email, or phone). You can also delete answers and you can download specific submissions or export all submissions of all forms as a CSV file (and open them in something like Google Sheets, Excel, or Numbers to see/sort the data in whichever way you want).
FORM SUBMISSION FOR A CONTACT
When a contact completes a form, their answers are stored within their contact record. You can look within specific contact records under Additional Information on the left side of their contact page in Contacts.
FORM SUBMISSION NOTIFICATIONS
If you want to be notified when someone completes a form, click on the Bell icon (to show notification settings) and toggle on Email Notification. Press Save to finish.
FORM SUBMISSION AUTO RESPONDER
To send an automated email to the person who submits the form (including a copy of the information they entered in the form), click on the Bell icon (to show notification settings) and toggle on Auto Responder. Enter a subject line, reply to email, and a sender name. Press Save to finish.
FORM ANALYSIS
For form statistics, go to Sites > Forms > Analyze. Here you can see a graph showing Total Submissions. You can change the date range in the dropdown on the top right.
Scroll down to the Forms section and you will see a list of your forms and the number of submissions for each. You can click the View Submissions hyperlink to view the submissions for each form.
Form Submission Automations
FORM SUBMISSION WORKFLOW
When someone has submitted a form, you might want to automate an event (such as adding a contact tag or adding them to another workflow).
1. Click on Automation > Workflows and click the blue + Create Workflow button in the top right of the screen.
2. On the next screen, select Start from Scratch. Once in the workflow builder, at the top of the page, you can rename a workflow using the pencil icon next to the title.
3. Click Add New Workflow Trigger and select Form Submitted. Add filter Form Is and select your form.
4. Click the + to add a new event to the workflow. Use the drop-down menu to select the choose one or more actions to occur, such Add a Contact Tag or Add to Workflow.
5. Add any other required steps.
6. Toggle on Publish and press Save.
Duplicate Contacts
AVOIDING DUPLICATE CONTACTS
Sometimes when you send a contact a form or survey to complete, they use a different email address and it can create a duplicate contact. To avoid this issue, when you email a form link to a contact, you can add their contact id by adding the utm code ?contact_id={{contact,id}} to the end of the form link (change the comma to a period to use).
If the contact then uses new contact information, their contact card will update.
If you have any questions or need support, you can chat with us clicking on the blue dot in the bottom right corner of the software or email us at [email protected].
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