Introduction to Forms


What are Forms Used for?

Forms allow your visitors to submit information such as their name, location, and email address, which you can then store in your CRM. Such information can be used in a great variety of ways and can help you, for example, see in which areas your product has garnered the most interest, add customers to your email lists, or even identify new visitors. Forms can be embedded in landing pages or directly on your website, and submitted forms can be tied to the Lead or Contact that supplied the information.

Web Responsive Forms

All forms created after January 26th, 2015 with the Form Builder will be automatically responsive. If you have created a form before this date and want to make it responsive, read this article.

What are Form Builder and Form Capture and when do I use each?

Form Builder and Form Capture are the two different ways you can make a form in ClickDimensions. It is important to choose which type of form you would like to make before getting started, as the set up is different for each.

Form Builder allows you to create a form from scratch with our easy drag and drop editor. Any submitted information will be stored in your CRM automatically.

Form Capture uses an existing HTML form on your website to store submitted information in your CRM.

IMPORTANT: You must set up your CNAMEs for forms to work properly. For more information on this process, please click here.

How to Create a Form

Form Builder
Set Up Steps

  1. Create Individual Form Fields
  2. Create a Form with Form Builder
  3. Form Actions
  4. Embed a Form
  5. Posted Form Records
  6. Testing Your Form

Additional Functionality

Form Capture
Set Up Steps

  1. Create Individual Form Fields
  2. Steps to Check Before Using Form Capture
  3. Integrating Form Fields Using Form Capture
  4. Posted Form Records

 

Additional Functionality

 


Feature Added: Original
Feature Updated: 8.1.0
ClickDimensions Version Need: Any
Introduction Create Individual Form Fields >>