Create Custom Forms

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Being able to create Custom Forms means that you can collect information that is pertinent to your business from both customers and prospects. The information you collect goes directly into your CRM Database which allows you to use the information to create email and text messages specifically tailored to each visitor.

When you create a Custom Form you can choose to send your visitor to one of three places (and/or you can include an Event Trigger*) when they click the Submit button:

  • Another Custom Form
  • A LogicGate
  • A URL

Additionally, Custom Forms can be set up to trigger one of several actions (“Event Triggers*“) when someone clicks Submit.

Custom Forms are a powerful tool that allow you to collect exactly the right data from visitors in a controlled sequence that encourages your visitors to tell you more about themselves that they might otherwise tell you.

Sample Custom Form

Custom Forms can be created quickly using the Custom Form Management tool. Simple give the form a name, add pre-form and post-form text if you wish, then select data fields from your list of CRM Database Data Fields and add them to the form. Once the data fields are added you can drag-n-drop the fields to change the sequence of presentation.

Every Custom Form has an email address included by default. This is the Personal Email address for a CRM Record. As people travel from one Custom Form to the next the system remembers the Email Address and it does not need to be entered again. The Personal Email Address field tells the system who is entering information into the Custom Form. If the email address already exists in the CRM Database then the information that is collected is added to the existing Record. If the email address is not already in the system then a New Record is created.

Custom Forms are a great way to collect additional information from your Members. Simply send a link to the Members by email to a Custom Form and when they complete the form the details are added to, or updated in, their existing CRM Record.

Custom Form No. 2 displays a lot of information that is being requested from a visitor. Must visitors would balk at providing that much information unless they already had a high level of connection to your business. If you were to request a much shorter list of information, say for example just ask for their email address, then take them to another form where you ask for their Name and Ph#, then take them to another form where you ask them for their address, etc… you are much more likely to get the information than if you present it all in one form.

Can you think of ways that Custom Forms…

…in sequence…

…could help your business?

This is an example of the Horizontal Form Layout option.

Here is another more complex horizontal form layout:

The Horizontal Layout Option allows you to create forms where the input fields are inserted in a row versus stacked  vertically above each other. You tell the system how many rows you want and how many fields go on each row… then you add Fields in the Fields tab just like you do for Vertical Forms.

To Create a Custom Form you click on the Create New Custom Form tab. When you select this option you will see the following page, which is Step 1 of the Create Custom Form process:

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  • Custom Form Name /  Title: This is the Title Name for the Form. It will show up at the top of the form.
  • Form Link-To or Form Short Code: Here you can insert your choice of:
    • A Website URL
    • A Custom Form Shortcode
    • A Logic Gate Shortcode
  • Form Pre-text: Appears between form title and form fields (optional): This is the text that shows up beneath the Title and above the 1st Form Field.
  • Form Post-text: Appears between form fields and button (optional): This is the text that shows up beneath the last Form Field and above the Submit button:
  • Submit Button Text: What do you want your button to say? Click Here… Submit… Start… Continue? It is your choice.
  • Include captcha?: Do you want to have a CAPTCHA included?
  • Save Button: When you have made your choices above click the [Continue] button and move on to Step 2… picking the Data Fields you want to include in your Form.

The process is quite intuitive. Simply fill in the fields with the appropriate information. We usually recommend that you select the Captcha option on the first form in a sequence but not on the rest of the forms.

NOTE: You may not know the URL (Form Link-To) or the Custom Form or the Logic Gate (Form Short Code) that you want to use when you first create the Custom Form. Simply save the form with what you do know and come back to finish later.

Once you click the [Save] button you will see the following screen:

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In the above example you see a Form that has already been created and completed. We use this form as an example of what you can strive to create using the Create a Form tools.

The first tab is the Basic Data tab which has been completed with some Pre and Post form text. Next, click on the Fields Tab to see the following:

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The Fields Tab allows you to select from a list of available fields on the left side of the page. As you select a Field Type you are presented with the opportunity to customize the fields, then save the customized fields. Once saved the Field shows up in the center Labels column where you can adjust the Field Label and also Drag-n-Drop the field to the position where you wish it to be on the completed version of the Form.

The right column displays a Preview of the Form that you are building. As you make adjustments and save them the changes are displayed in the right column preview.

Next click on the Colors Styling Tab to make adjustments to the color scheme of the various form elements.

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The Colors Styling Tab allows you to select the exact color you want for each of the elements… Frame Background, Form Background, Form Name, Border, Button Background, Button Text, etc.

Next click on the Space Styling Tab:

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  • Custom Form Height (default is blank): Here you can control the Form Height. Most forms on most websites work without any setting. If your website does not display the form correctly you may need to adjust the Form Height.
  • Custom Form Width (default is blank): Here you can control the Form Width. Most forms on most websites work without any setting. If your website does not display the form correctly you may need to adjust the Form Width.
  • Submit Button Text Color (optional): Choose a Text Color
  • Submit Button Color (optional): Choose a Button Background Color… match to your Text Color.
  • Padding Top (optional): If you decide to turn On the Form Border you will want to insert some space between the border and the content inside the form. We recommend a padding of between 5 and 10. Start with 5 and see if you like the way the form looks. If you do NOT have a Form Border then you do not need to put a value into any of the Padding fields.
  • Padding Bottom (optional): See above.
  • Padding Left (optional): See above.
  • Padding Right (optional): See above.
  • Field Margin Bottom (optional): The amount of vertical space beneath the form fields on the form can be controlled by setting the Field Margin Bottom. We recommend a value between 5 and 10 for most forms.
  • Border Radius (optional): This controls the radius of the curve that is inserted into a rounded border on the Form. This only works when the Border Thickness is set to 1 or Greater on the Colors Styling Tab.

Next click on the Font Styling Tab:

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  • Form Name Font Weight: Here you have the options to change the Title Font Thickness
  • Form Font Family: Here you have options to change the Font Family used on the Form.
  • Form Font Style: Here you have options to change the Font Style used on the Form
  • Form Font Size: Here you have options to change the Font Size used on the Form.

Next click on the Name Styling Tab:

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The Form Name Styling Tab allows you to edit the display characteristics of the Form Name / Title. The best advice is to play with the settings till you find a look that is ideal for your form.

Next click on the Images Tab:

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You can upload a Header Image or a Background Image for the Form. The example form displayed has both a Header Image (clear .png file) and a Background Image (rocket launch) to achieve the desired visual impact. The best advice here is to simply play with the settings till you get the result you want.

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The Settings Tab provides controls for the Frame Height, Frame Width and Frame Alignment. Each Custom Form is displayed within an HTML frame called an iFrame. The default settings for iFrame HTML Tags are such that the Form will be displayed with both a Vertical and a Horizontal scroll bar. To remove these and display the entire form you will need to adjust the settings on this page. The best advice is to start with a Height = 400 and width = 400 then look at the form on the website page where you have placed the Shortcode or the HTML Frame Code. If you need to adjust the height or width to remove the scroll bars make adjustments accordingly on this page the view the result on the website page. Continue making adjustments till you have the right balance.

  • Frame Height: Here you can control the Frame Height. When you insert a Form Shortcode onto a Word Press website page the Frame Height setting determines how much vertical space is allocated for the Form. You will need to experiment with the Frame Height to determine what the best setting is for your form. Try setting the Frame Height to 400 (pixels) at first, and the width to 400 (pixels) then check the form on your website. Make adjustments as necessary till you have the right look.
  • Frame Width: As above, set the initial setting to 400 (pixels) the adjust accordingly after reviewing the form on the web page.
  • Frame Alignment: Generally the Center setting is best but, again, play with the settings to get the form positioned on your website page as you wish.

Next click on the Triggers Tab:

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Event Triggers are actions that you can automate with someone completes a Custom Form. Use the Triggers Tab to Add or Edit or Delete Triggers that are added to your forms.

In this example we have selected the Name field and you can see that it is added to the list of fields. You can click on the fields and drag-n-drop them to move them up or down in the sequence of fields. Once you have the list sequenced as you wish simply save the form and you are ready to go.


BTW – You can NOT remove the Email address field. It is a required field but if this is the not the first form in the sequence the email value will be pre-populated from the prior form in the sequence.

When you are ready to place the Custom Form on your Word Press website simply copy the Shortcode and past it onto your page.