Getting Started With Ivorey™ Forms
Ivorey™ forms allow you to create questions to collect information and details from your clients or potential leads. They can replace
Common uses for forms
Common uses for forms
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!
What information can I collect in a form?
What information can I collect in a form?
You can collect both standard information and customise your own questions to receive the information you need from your clients or leads! These include:
First Name
Last Name
Address
Phone Number
Date of Birth
Payment
Website
Dates
File Upload
Signature
Customise your questions using text boxes, drop down options, and checklists/tick box answers
Customise your form by adding headings, text, terms and conditions, images
Where can I link or embed my form?
Where can I link or embed my form?
You can add your form inside an Ivorey™ website or funnel, by using the drag-and-drop element inside the funnel or website, and selecting your form from the right-hand menu bar
You can add your form as a pop-up on your website or funnel
You can add the form link to a button on your website or funnel
You can add the form link to a button in an email template
You can hyperlink the form link to text
You can copy the link from the form and send it directly to a client
You can embed your form on an external website by copying the embed code
How To Create A Form: A Step-By-Step Guide
Below is a step-by-step guide of how to create your new form - just select the drop-down and follow along!
STEP 1: Create Your Form
Click for the step-by-step guide to create your form
Click for the step-by-step guide to create your form
Follow the steps below to create your form and customise it to your branding and formatting preferences so that you are ready to start receiving submissions.
From the Ivorey™ main menu, go to [Site Pages] > then along the top menu bar hover over [Forms] > then click [Builder]
Here you will see a [Form Templates] folder that has our most commonly used form templates ready for you to edit. (If you don't see these in your account, you can click here to see how to download our form templates into your account)
Click on the form to open the form editor and now you can start customising your form.
On the left-hand side you will see a menu bar where you can drag and drop the elements you want to include in your form.
The elements under the Personal Info section are pre-made elements you can drag and drop to collect the contacts details
The element under the Submit section is how you can add a button to your form
The elements under the Payments section offer the option to collect payment through your form (please note that payment functionality in forms is limited, e.g you can't offer coupon codes or other payment options like AfterPay, for the most payment functionality we recommend creating a Sales Funnel and using the order form feature)
The elements under the Addresses section are pre-made elements you can drag and drop to collect the contacts address details
The elements under the Text section are designed for you to customise to your specific questions. Here you have the option to select if you want text, drop down or checklist formatting.
The elements under the Customised and Other sections are for you to embed additional elements like headings, extra copy, images, files, dates and collect signatures if required.
To customise an element to your unique question, click on the element directly and start typing your question.
To select if the element is required to be answered, or option, click on the element directly and navigate to the right-hand menu bar where you can tick the 'Required' box if the question is mandatory, or untick the box if the question is optional
Once you've finished building your form, click the [Styles & Options] icon at the top right of your screen. Here you will see all the different customisations you can make to change the formatting, style, and branding of your form
under the Styles tab is where you can update all the formatting, background and colours
under the Themes tab is where you can select a theme you want to use for your form
under the Options tab is where you decide your overall form settings and what happens once someone submits your form
By default, the form is set to show a simple thank you message when someone submits a form, to change this click on the [Styles & Options] icon > then click the [Options] tab
Click the [On Submit] dropdown and update the message in the text box, or select 'Open URL' from the dropdown if you want to redirect them to a confirmation landing page or another page on your website or funnel
Once you have completed building and customising your form, click [Save] at the top right of your screen
STEP 2: Share and Use Your Form
Once you have created your form, you can now share your form directly with a client, link it to a button, add it to an email template, or embed it onto an external website.
Follow the steps below to learn how copy the share link or embed code for your form:
Click for the step-by-step guide to share or embed your form
Click for the step-by-step guide to share or embed your form
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.
Frequently Asked Questions about Forms
How can I tag contacts, or add them to a specific email campaign based on the answers they selected in the form?
How can I tag contacts, or add them to a specific email campaign based on the answers they selected in the form?
When you have created a form that has a question where people can tick/select 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:
Click for the step-by-step guide on how to add tags to contacts, or add them to a specific email campaign based on the answers they selected in the form
Click for the step-by-step guide on how to add tags to contacts, or add them to a specific email campaign based on the answers they selected in the form
When you have created a form that has a question where people can tick/select their answer/option, and you want to create a specific set of automations/actions depending on what they selected in your form, you will need to create a workflow using the action 'if/else' action.
By setting up a workflow using the 'if/else' action, you will be able to add your contacts to a specific email sequence, or add tags to their contact profile based on what they answered or selected when submitting your form.
Follow the steps below to set up your workflow using the 'if/else' action:
From the Ivorey™ main menu, go to [Workflows] > then click [+ Create Workflow] > and select click [Start from Scratch]
Rename your workflow (e.g your form name: submitted)
Click on [+ Add New Trigger] > and select [Form Submitted] > then click [+ Add Filters]
from the first drop down menu select 'Form is'
from the second drop down menu select your form
Click [Save Trigger] at the bottom right of your screen
Next, click the [+] icon under your trigger and search the [if/else] action
Create your first branch by:
from the first drop down menu select [Contact Details] > then scroll through the list to find the question you created in your form that people can tick their option/answer
from the second drop down menu select [is]
from the third drop down menu select the first answer/option to the questions
Next rename your branch to match your answer
Then click the [+Add Branch] button and repeat steps 6 -7 selecting your next answer/option
Repeat steps 6-7 until you have created a branch for each answer/option your contacts can select in your form
Please note: The if/else condition will always add a branch for when none of the conditions are metNow you have created your branches, you can begin building the specific actions and automations you want to trigger under each answer selected
(e.g. you can add the action 'add tag' so that the right tag is being added to each contact profile depending on what they ticked in your form)
When you have finished building your workflow, publish your workflow by clicking the toggle from draft to publish at the top right of your screen
Finally, click the [Save] button at at the top right of your screen
Please Note: If you have automations/actions that you want to trigger to everyone that submits your form, you will need to add these before the if/else condition
How do I create a sign-up form for clients to register interest, similar to a newsletter sign-up box but with additional questions?
How do I create a sign-up form for clients to register interest, similar to a newsletter sign-up box but with additional questions?
We have form templates that you can clone to edit and customise specific to the information and details you need to collect from your clients.
To set customise a form template:
From the Ivorey™ main menu, go to [Site Pages] > then hover over [Forms] > then select [Builder]
Click the three dots of the form you want to clone, and then click [Duplicate]
From here, you can begin adding your custom questions by selecting the drag-and-drop elements on the left-hand side menu bar and follow the Forms Master Help Guide
Once you have created your form, we highly recommend creating a workflow where you can add tags, send emails, and setup an internal notification for when people submit your form.
To set up your workflow:
From the Ivorey™ main menu, go to [Workflows] > click into the [Bonus Workflow Templates] folder if using one of our templates or click [+ Create Workflow] > and select click [Start from Scratch] if you want to start a brand new workflow
Rename your workflow (e.g your form name: submitted)
Click on [+ Add New Trigger] > and select [Form Submitted] > then click [+ Add Filters]
from the first drop down menu select 'Form is'
from the second drop down menu select your form
Click [Save Trigger] at the bottom right of your screen
Next add the action [Add Contact Tag] > and select or create the tag you want to be added to the contact profile when the form is submitted
From here you can continue to build out the automations and actions you want to take place once someone submits the form. Some optional actions you might want to add could be:
optional action: [Send Internal Notification] if you want to be notified of the form submission
optional action: [Add Task] if you want to create a task for yourself or your team member to review and respond to the submission
optional action: [Send Email] if you want to send a confirmation email once someone submits a form
If my website is hosted with Squarespace, how do I get the persons details submitted in the contact form, to be added as a contact in Ivorey?
If my website is hosted with Squarespace, how do I get the persons details submitted in the contact form, to be added as a contact in Ivorey?
The most streamlined way to get your form submissions into Ivorey from your external website, would be to create your form inside of Ivorey by going to [Site Pages] > [Forms] > [Builder] and creating your form. We also have a contact from template you can customise if you'd like too. Once you have created your form, you can click the [Integrate] button at the top right of your screen, and copy the embed link to embed the form onto your Squarespace site.
Can I add spacing to text within a form?
Can I add spacing to text within a form?
Yes! To add or adjust the text spacing inside your form, click into the form to open the form builder > then click on the 'Style & Options' icon at the top right of your screen > locate the 'Field Spacing' tab > and adjust the values based on your preference.
How do I change the font and/or text colour in my form?
How do I change the font and/or text colour in my form?
To change the font or colour of the text inside your form, click into the form to open the form builder > then click on the 'Style & Options' icon at the top right of your screen > then click on the [Advanced Settings] button
From there, you will see dropdown settings for:
Input Field
Label
Short Label
Placeholder
You can customise the font colour, style, size, and weight for each element here:
To change the colour of your label, click on the colour box under 'Label Colour' > then paste your hex code over the existing colour code number:
How can I receive a notification when someone submits a form?
How can I receive a notification when someone submits a form?
There are two ways you can setup notifications for when someone submits a form.
Option 1: Inside the form settings directly
Make sure you are inside your form builder > then click the 🔔 bell icon at the top left of your screen
Toggle on 'Email Notification' > and enter the email address you want to receive your notifications to in the Email (To)* field
Then click [Save] at the bottom of the notifications and [Save] at the top right screen of your form to update the notification settings
Option 2: Create a workflow using the Internal Notification action
From the Ivorey™ main menu, go to [Workflows] > and click [+ Create Workflow] > then select click [Start from Scratch]
Rename your workflow (e.g your form name: submitted)
Click on [+ Add New Trigger] > and select [Form Submitted] > then click [+ Add Filters]
from the first drop down menu select 'Form is'
from the second drop down menu select your form
Click [Save Trigger] at the bottom right of your screen
Next add the action [Send Internal Notification] > and select [Email] from the 'Notification Type' drop down menu
Under 'To User Type' select [Custom Email]
Under 'To Custom Email' add the email you want to receive notifications to
Inside the 'Message' box, write the message you want to receive when someone submits your form
Click [Save Action] at the bottom right of your screen
Click the [Save] button at the top right of your screen and make sure you toggle over to Publish when you are ready for your Workflow to be activated
Form Troubleshooting Guide
Why can't I save my form? "Error, Retry Again this key already exists"
Why can't I save my form? "Error, Retry Again this key already exists"
This error usually displays when you already have this question created in your account. In order to be able to save your form, you will need to delete the duplicate question from the form, then click on the [Custom Fields] tab at the top of your left-hand element menu, and in the Search bar you can start typing the question to find the custom field that you previously created, and drag and drop it into your form.
If in the case you want to ask the same question as one you have previously created, but you want to add different answers/options you can either:
Make the new question slightly different to the one already in your account (e.g "Tell me a little about your business" could be changed to "Could you share a little about your business" to be able to ask the same question but add different answers)
Delete the first custom field you created by going to [Settings] > [Custom Fields] > using the search bar to look up your question and clicking the 3 dots of the custom field and selecting [Delete]
Why is my form pre-filling their details when the contact has never filled out this form before?
Why is my form pre-filling their details when the contact has never filled out this form before?
This is because the the 'Sticky Contact' feature is turned on inside forms - it essentially means if their details are already in your account, their contact information will auto-populate when the contact goes to fill out any form created inside Ivorey.
To turn off sticky contact, go to [Site Pages] > [Forms] > and click into your form > click the [Styles & Options] icon at the top right corner > click on the [Options] tab > click the [Form Settings] drop down > toggle off [Sticky Contact] > click [Save] on your form
STILL NEED HELP? We're just a chat away. Send a message via the widget inside your Ivorey™ account, and we'll be there to support you! You can also browse our done-for-you services if you want us to do the work for you instead 💙