Native forms are available for you to add to most pages of your website. Forms will match the overall look/feel of your site & you will be able to track conversions in GA4. Users will be asked to opt-in for email / SMS marketing anywhere they submit their information on your site. Entries may be e-mailed to specific users & downloaded at any point from the CMS. 

How to Create a Form

Navigate to the Forms section of your CMS & click on the New Form button. 

Name your form. This name is internal / for your reference only. 

By default, an e-mail is always required. An opt-in box for Email Marketing will be present on every form. Add all additional fields you want to see on the form. 

How to move or delete form fields

Just like modules on static pages, drag/drop fields to where you want them to be. Click the trash can icon to delete a field. Keep in mind that once a form is used once the form will lock & changes to fields will not be allowed. If you want to edit a field you will need to create a new form. 

Change the CTA & Success Message

By default the button CTA text will be Submit. You can change this to anything you want (keep it short so buttons don't exceed the width of their container). 

By default users will see "Thank you for your submission". Feel free to change this to anything you want. If you are providing gated content you can add a button, link, or video embed within this message. 

Determine who receives form submissions via email

You may add as many e-mails as you want to receive form submissions. Since forms may be utilized in many different places this makes swapping out recipients very simple. You can add e-mails to trigger Zapier integrations as well. An example email is below:

Be sure to save your changes. Once created, you may utilize forms in multiple places. 

How to view Form Entries

All form submissions will be visible by selecting the Entries button on the form tab in the CMS.