The Form widget in website builder

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In the SendPulse landing page builder, you can add a subscription form to collect data from site visitors and subscribe them to campaigns or create deals with them.

Add the Form element

Add the Form widget to the desired part of the template.

The widget settings will be opened on the left.

Select where to save contacts

You can select where to add your new subscribers.

Creating deals and contacts in CRM

By default, every time you get a new lead, your CRM system creates a new deal. Enter a deal name, and select a pipeline where you want to add your new contacts. You can map fields in form field settings.

A comment with information about your visitor's source, location, device, and browser will appear on their contact card and deal card.

You can also transfer UTM tags to your CRM contact cards if a visitor clicks a UTM link and fills out a subscription form on your website.

Read more: How to transfer UTM tags from website subscription and payment forms to CRM.

Adding contacts to your mailing list

Turn on the toggle to save contacts to your mailing list. Choose the list where new contacts should be added. You can map fields in form field settings.

Adding subscribers to your chatbot

Turn on the Add to a chatbot audience toggle to save contacts to your chatbot audience. Select a messaging app (WhatsApp, Instagram, Messenger, and more) and enter a button name. In the Subscribe to field, choose what users will subscribe to and the flow to run on subscription.

You can add up to 4 buttons for different chatbots.

You can map fields in form field settings.

Once you have added the widget, click the pencil icon, and go to the widget settings in its upper left corner.

Customize the form fields

Adding fields

Add new form fields or customize existing ones by clicking on the pencil icon.

Please note that the Email field is required — it can not be deleted.

Select a field type and enter a name for the field.

You can hide the field names in the field styles.

You can also enter a hint for the field in the placeholder.

You can add a dynamic phone number mask in the Phone input field type. Your form will determine a user’s location based on their IP address and will add the corresponding country code. Users will be able to select another country code from the drop-down list.

Go to the field settings, and turn on the Use dynamic mask toggle.

Mapping fields

Choose a mailing list or CRM contact/deal variable where you want to store the field value.

By default, all contacts are saved to the CRM system. To save data to a variable in another SendPulse tool, configure the relevant settings.

Choose the variable to save field values. You can use existing variables in the following tools:

  • CRM (contact and deal data)
  • Email (mailing list data)
  • Chatbots (chatbot audience data)

If a specific variable is not on the list, create it in your mailing list. If a specific field is missing in the CRM system, create it in your pipeline and contact settings.

Email and Phone values are saved as standard variables, email and phone.

Check if the field is required. If the field is required, the users' data will not be sent until they fill in all the required fields.

Customize the field style

Go to the Field style section.

Customize your form field.

Field names color Select the color of your field name.
Field layout Select a horizontal or vertical field orientation.
Field appearance Select a filled or outlined field style.
Input field text color Select the text that will appear when users enter data in your website form.
Background color Select a color to fill your fields.
Rounding Set a rounding value in pixels. This option is available for outlined fields (Field appearance).
Frame color Select your field's frame color.
Field size Select your field size: S, M, or L.

To hide your field names, disable the Field names option.

Customize the button

In the Shape button field, click on the pencil icon to edit your button. Enter your text and select a style for the confirm and send button.

Configure additional form settings

You can manage what happens after submission, how contact information is processed, and anti-spam measures. These options help you customize how visitors interact with your website, keep CRM data up to date, and enhance form security. To do this, go to the Additional form settings.

Let’s go over advanced form settings and how to use them.

Action after submitting

Used to set up the page shown after form submission.

You can display a message or redirect visitors to another page on your website.

Read more: Customize the page after submitting the form.

Overwrite CRM contact data after form resubmitting

Used for existing contacts in SendPulse’s CRM system.

If a contact submits a form, their data will be overwritten.

Turn on the toggle.

Require visitors to enter corporate email addresses only

Used to restrict email address input to corporate domains only.

Turn on the toggle.

Once you turn on the toggle, email addresses from public providers, such as gmail.com, yahoo.com, hotmail.com, and outlook.com, will not be validated or submitted.

Show CAPTCHA

Used to protect your website and prevent bots from automatically filling out forms.

Choose a limit: 10, 100, or 1000.

By default, this limit is set to 100. This means that the CAPTCHA will appear if a visitor submits your form 100 times using the same IP address within 10 minutes.

Read more: How to add CAPTCHA to your subscription form.

Configure analytics

You can transfer your goals from your form to Google Analytics and Facebook Pixel events. Click Analytics settings.

If you haven't activated analytics yet, follow the How to set it up link.

To complete your data transfer, add the Facebook pixel and Google Analytics code to your website settings.

Read more: How to connect Google Analytics to your Site and How to connect Facebook Pixel to your site.

If your analytics are already activated, you will see two toggles.

Turn on the Transfer the goal to Google Analytics or Transfer the goal to the Facebook pixel toggle.

If you have turned on the Transfer the goal to Google Analytics toggle, enter your data in the CategoryAction, and Label fields — these parameters will be transferred to Google Analytics in the Events section.

If you have turned on the Transfer the goal to the Facebook pixel toggle, the Complete Registration event will be generated automatically. You will be able to see it in Events Manager in your Facebook Business Account.

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