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 or Embed Forms
Once you have created your form, set up the notifications, and built out your workflow, you're ready to start sharing your form with clients! You can share a form directly in messages, link it in a button, add it to an email template, add it to an Ivorey™ website or funnel, or embed it onto an external website.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to Site Pages > along the top menu bar, click on [Forms] and open the form you want to share or grab the link or embed code for
To get the form links, click the [Integrate] button, at the top right corner of your screen. Here you have a couple of options:
Copy Embed Code: if you want to embed your form onto an external website, outside of Ivorey™. Adjust your embed preferences, click [Copy embed code] > and go into your external website, to add the code there
Share: if you want to share your form on social media, link it to a website button, or embed it into an email campaign, etc. Click the copy icon, next to the link > then paste the link wherever you want to link the form
Email: if you want to send the link directly to one or more contacts. Select to either create the email from scratch or choose a template > and click the [Continue] button, to open the email builder and start customising your email to send
Alternatively, you can add your form directly inside an Ivorey™ Website or Funnel. From the Ivorey™ main menu, go to Site Pages > Websites > and open the website or funnel page you want to add the form to:
Pop-Up: Add a button to trigger the form > in the button settings, select Open Pop-up > click [Pop-up Settings], in the top left menu bar > add a Row inside the pop-up > drag and drop the Form Element into the row > select your customised form - the form will automatically populate inside the pop-up
Directly onto a page: Add a Row where you want the form to appear > drag and drop the Form Element into the row > select your customised form - 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 🤍