Create and distribute forms

Forms are used to collect information from leads. They are most often used as simple contact forms on websites although forms can be used in more complex ways to evaluate learning, gather additional information through secure forms and to extend lead information in dynamic forms. In this section we will look at the most common use which is as a contact form.

Contact Forms

Collecting lead information from online sources is accomplished using remote forms. Forms are created within Influx and distributed to other websites by having the webmaster paste a few lines of Java Script into the web page at the location the form is to be located.

Once the code is placed on the remote website, the form is visible to end-users as part of the web page. Even though the form is visible on the remote website, the code used to create it is from Influx. For this reason, adjustments to the form using the form builder will sow on the remote site without adjustment to the Java Script code.

Building Forms.

A form is a collection of fields arranged to gather the information that you wish to collect. Influx includes several preconfigured form fields called system fields that are available to all forms. Influx also supports the creation of custom fields that can also be added to your forms (See Setup custom fields).

Influx Form Entry

The following table describes the options for your form.

Form Name

A unique descriptive name for your form

On success

Form behavior on successful submission:
Message: message to display above the form
Redirect: webpage to redirect the user to on successful submission

On error

Form behavior on failed submission:

Message: message to display above the form
Redirect: webpage to redirect the user to on failed submission

layout

The arrangement of fields in the form

Standard: One field under the other in a single column

Advanced: Fields side by side in a two column format

Inline: All fields displayed in a horizontal line.

Adding Fields to a form

System Fields

Influx provides eight system fields. Fields are added to the form by clicking them in the field menu to the right of the page.

Name

First and last name of lead

Phone

Lead phone number with US phone input mask

Mobile

Additional lead phone US phone input mask

Email

Lead email with email input validation

Address

Lead address includes:

  • Street address
  • Apartment # (optional)
  • City
  • State
  • Zip
Notes Multiline input field used to gather comments or questions
Map Drop down list of Influx maps to gather lead interest. The map field must be included on every remote form. Maps have the option of a fixed value and hidden on the form.
BMI Height and weight fields that calculate lead BMI.
Field Options
Field label The label the end-user will see for this field on a form
Error message Custom error message to show if the field is not provided a value or the data does not validate (see understanding form validation).
Required Denotes if this field is required before form can be submitted
Hidden Map field option to hide the map field on the form and use the selected map as map value.

Custom Fields

Any custom fields that you have created are available to add to your form from the Custom fields tab of the field menu. Custom fields are configured according to the options selected during field creation. Custom fields have the same options as system fields when adding to a form.

Generating an embed code

The embed code is a short code snippet that is placed in a remote website where you want the form to appear. Click the embed code button next toe to the save button. Copy the entire code snippet to the clipboard and paste it into an email or note file. The code must be added to the remote website page before the form can be used on that page.

To add a form:

  1. Click the admin icon in the left sidebar
  2. Click Forms under Channels
  3. Click add form link in the top right menu in the main panel
  4. Enter a unique name for your form
  5. Select the success behavior
  6. Enter the message or URL depending on the success behavior selected.
  7. Select the error behavior
  8. Enter the message or URL depending on the error behavior selected.
  9. Select the required form layout
  10. Select the fields you wish to add to the form from the field menu to the right of the form properties panel
  11. Complete the options for the selected field
  12. Repeat items 10 and 11 for each field you wish to add to the form
  13. Ensure a Map field is added to your form.
  14. Click Save Form

To edit a form:

  1. Click the admin icon in the left sidebar
  2. Click Forms under Channels
  3. Click the edit link for the form you wish to edit to the right of the form name or click on the form name to open it.
  4. Adjust form properties as needed
  5. To view the field properties click the triangle icon on the top right of the field toolbar and the field properties will open. Click the triangle again and the properties will close.
  6. To remove a field click the [x] icon on the top right of the field toolbar
  7. To clone a field, click the clone icon. The new field will be added to the bottom of field list
  8. Ensure the Map field is still on your form.
  9. Click Save Form

To generate an embed code:

  1. Click the admin icon in the left sidebar
  2. Click Forms under Channels q
  3. Click the edit link for the form you wish to add to the remote site.
  4. At the bottom of the form click Generate Embed Code