Before You Dive In
This article is one step from our Master Help Guide: All About Forms. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Share a form link directly in an email, message, or website button
Embed your form on an external website (e.g., Squarespace or Shopify)
Add a form to an Ivorey™ website page or funnel
Use pop-ups to display a form
How to Share and Use Forms
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.
Click here for the written steps
Click here for the written steps
To share, link or embed your form, from the Ivorey™ main menu, go to Site Pages > then along the top menu bar, click on [Forms]
To share or grab the copy link or embed code for this form, you want to click into the form directly, this will open you up into the form builder
To get the form links, you want to click [Integrate] at the top right corner of your screen, and here you have a couple of options:
a. Copy Embed Code: Click the [Copy Embed Code] button if you want to embed your form into a external website outside of Ivorey. Go into your external website and add the code there
b. Form Link: Click the [Copy Form Link] button if you want to link your form to a website button, embed it into a email campaign, etc. You can then paste that wherever you want to link the form. Then click [Done]
c. Pop-Up: (Add a Form to an Ivorey™ Website or Funnel): Open the website or funnel page you want to add the form to > click on the button you want to trigger the form > in the button settings, select Open Pop-up > click [Pop-up Settings] >add a Row inside the pop-up > drag and drop the Form Element into the row > select the form you want to display from the list > the form will automatically populate inside the pop-up
d. Add a form directly onto a page (no pop-up): Open your website or funnel page in the editor > add a Row where you want the form to appear > drag and drop the Form Element into the row > select the form you want to display > the form will automatically load onto the page
Note: Make sure your Button Actions in settings is set to Go to Next Step
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Forms to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
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 🤍