Create and connect a subscription form #
Looking to create a form to allow your users to sign up to various email lists? Great! Just know that PTOffice comes with one out of the box – and you can use these instructions to edit it!
With dozens of available field types and an ever-expanding list of integrated third-party apps, there is almost no limit to the type of forms you can create with Forms.
Regardless of the type of form you are creating, however, the fundamental process is the same:
- Build a form
- Configure the fields
- Configure form appearance and behavior
- Connect third-party apps (optional)
- Test the form
Getting Started #
From the Dashboard, click + Create within the Forms pane, or navigate via the Admin menu: Forms > Forms and click + Create .
A popup will open where you can select a form template or choose to begin from scratch by selecting Blank.
Forms provides several templates to help streamline the form creation process. Templates are ideal for admins with little experience configuring form field behavior.
Each template includes fields commonly associated with that form type, including some specialized fields not available elsewhere in Forms, such as a password field. These fields are pre-configured, some with complex conditional formatting, to effectively collect and manage user-submitted data.
Templates can be customized by adding or removing fields like any other form.
Form’s templates include:
- Blank – Use this template to create a form with no default fields.
- Contact Form – A simple form designed to collect user-submitted contact information.
- Quote Request – A form with which users can submit a detailed request for feedback or more information.
- Newsletter – A basic subscription form.
- Registration Form – A powerful form designed to facilitate the creation of user profiles.
- Login – A specialized form equipped with features to support a custom login screen.
- Create Post – A form that already includes the Post Data field needed so your users can submit posts from a frontend form.
A popup will appear in which you can give your form a name. Each form must have a name, but changing that name later is easy. When you’ve entered a name, click Create.
Forms will create the form and open it in the Edit Form screen. You’ll see that your new form canvas is ready for you to start adding fields, and already has the Submit button. Click + Insert Fields to start building your form, and review the following chapters for guidance on configuring fields and other options.
Also, just a note that you can access your form settings from inside the editor by clicking on the gear icon next to the form title. To create a new form, click the plus icon.
Publishing a form #
When you create or edit your form, you’ll have the option to save your progress as a Draft or Publish your form.
Once your form is published, you’ll be able to Unpublish or Update after making changes.
Next, we need to head on over to the Messenger module to connect this form’s inputs with our tagging system (which allows us to send email to people based on their form responses).
Go to Messenger > Funnels > Click the Add New button and choose Start from scratch template.
First, delete the “Web Form” labeled delete me on the left had side. Then, click the Benchmarks tab and then drag the “Forminator” icon over to the left side “Add Step” area.
After dragging the icon over, click on the Forminator button to open the Map Fields dialog box. Select the form you just created and then click “Map Fields”.
Go ahead and map you fields. Be sure to choose “Apply Value as tag” for your options field you created on your form. This apply a tag to the contact that will be the same as their choice on the form you created.
When finished, Save and Activate your form to make it go live! Now, when a contact fills out your form, they will be tagged with the value of the item they selected and you can now start sending emails to those with that contact tag!
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