Getting Started With Ivorey™ Forms
Before you steam ahead setting up your forms, here's some good-to-know information that will ensure you understand how forms work in Ivorey™, and whether a form is the right fit for your needs.
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 and how can I link or embed my form?
Where and how can I link or embed my form?
Inside an Ivorey™ website or funnel, by using the drag-and-drop element inside the funnel or website
A pop-up on your website or funnel
Add the form link to a button on your website or funnel
Add the form link to a button in an email template
Hyperlink the form link to text
Send the form link directly to a client
Embed your form on an external website by copying the embed code
How To Create and Manage Forms
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Create a form and customise the branding
Build form workflows (to automate what happens after submission)
Frequently Asked Questions About Forms
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 specifically for the information and details you need to collect from your clients. Please refer to our Create a Form guide for the detailed steps.
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™. Once you have created your form, you can embed the form onto your Squarespace site.
How can I export a form submission as a PDF?
How can I export a form submission as a PDF?
To export form submissions as a PDF, go to Site Pages > Forms > Submissions. Select the form you want to view and download, from the drop-down menu under Submissions. Click the expand icon of the contact's submission, then click the download icon at the top right of the screen that pops up.
Why is my form pre-filling details when the contact has never filled out this form before?
Why is my form pre-filling details when the contact has never filled out this form before?
If your form is pre-filling details, this is because Sticky Contact is turned on inside the form's settings. This means that 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™. You can turn this off inside the form's Styles & Options settings, under Options > Form Settings.
Why is the Ivorey™ logo watermark showing on my form?
Why is the Ivorey™ logo watermark showing on my form?
The Ivorey™ logo watermark may appear on forms if the Agency Branding setting is enabled. You can turn this off inside the form's Styles & Options settings, under Miscellaneous. Once disabled, the Ivorey™ logo watermark will no longer display on your form.
Can I recover a deleted form?
Can I recover a deleted form?
Yes, if you accidentally delete a form, it can usually be recovered. Please ask to speak to a team member via the chat widget, on the bottom right of the screen inside Ivorey™. Be sure to include the exact name of the form you need recovered and we will attempt the recovery for you.
Why are my form submissions only saving the name and email but leaving other fields blank?
Why are my form submissions only saving the name and email but leaving other fields blank?
If your form submissions are showing blank fields in error, this is often caused by Prefill Values or Query Key settings applied to specific fields in your form, that may be conflicting with the live data entry. Even if the form appears to work for most users, certain browser configurations can cause these prefilled fields to fail. Please try removing any prefill values from the field settings, and run a test submission to ensure all data is correctly populating in the contact profile.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Upload the templates to your account
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍