Form Walkthrough Video - How To Create A Form
Here’s a video of how to setup forms, brand them, set redirect rules, add custom fields and avoid common errors and saving issues. Ivorey forms allow you to create questions to collect data from others. Common uses for forms include:
Opt in forms to collect name and email in exchange for a freebie
Application forms
Intake / Onboarding forms
Offboarding forms
Feedback forms
And many more!
There are standard fields available for all forms, such as:
First Name
Last Name
Address
Phone Number
Custom Fields In Forms
If you'd like more customised questions on your form, you create what's called a "Custom Field". This allows you to ask any question, and collect different styles of answers (e.g. multiple choice, dropdown or text). The video inside this "All About Forms" help guide shows you how.
How To Share and Use Your Forms
Once you have created a form, you have different ways you can share it:
You can embed it inside an Ivorey website or funnel, by using the drag-and-drop feature inside the site builder
You can embed it in an external website using embed code
You can grab a URL directly to the form (e.g. if you want to email or send it to someone, or add it as a link somewhere).
If you would like to get the embed code or URL link directly to a form, from the main Ivorey menu go to [Site Pages] then > [Forms] > then click into the form you want to edit > Select the [Integrate] button and you will now see the option to copy the embed code or form URL to send the link.
Troubleshooting Form Errors and Save Issues
If you’ve ever been building a form and then had an error that its unable to save your form, it’s likely because the custom fields have not been setup correctly. Please watch the video above to solve this issue.
FAQ
How can I tag contacts by the answers they choose in the form?
How can I tag contacts by the answers they choose in the form?
Watch the video tutorial below to see how you can setup a workflow to add the contact to a specific tag depending on the answer they selected in your form: