Custom Forms & Pop-Ups
Build, customise, and launch forms that capture leads with ease.
In this lesson, you’ll learn:
– How to create a new form from scratch
– How to add standard and custom fields
– How to adjust the design and layout to match your brand
– How to manage form behaviour using the Options tab
– How to embed your form in websites, funnels, or calendars
You’ll also discover advanced options like Sticky Contact (auto-filling contact info) and where to access submissions and analytics.
Transcript
You can completely customise what behaviours your pop-up performs, as well as when it is deactivated. Pop-up forms are a great way to quickly and easily collect contact information from visitors to your website.
By offering a clear value proposition and a compelling call to action, you can encourage visitors to share their contact details in exchange for value. This can help you build your email list, generate leads, and ultimately grow your business.
Now that you are logged in, you’ll see various features and tools on your left sidebar.
First, open the Sites tab to view all landing pages, websites, forms, surveys, and other tools.
Then, open the Form Builder from the dropdown on the top menu. The Analyze tab allows you to assess all responses, and the Submissions tab lets you browse all submissions, search, set a date range, and even export submissions.
Now, you can view, create, organise, and edit forms in this account. Start a new form by clicking Add Form on the top right of the screen.
You can now create a brand-new form, pulling in standard fields like name, email, phone, address, and more.
You can customise your submit button by dragging in the button field and clicking it to edit its formatting. You can adjust what the button says, colours, borders, rounded edges, alignment, shadows, etc.
Clicking on any field allows you to customise it for your specific form or survey—meaning you can adjust the wording without affecting your global account setup.
You can also mark fields as required in order for the contact to submit, or hide a field to assign values behind the scenes without the user seeing them.
Under the Fields tab, you can select the Custom Fields sub-tab to pull in existing custom fields or create a new one for your form or survey.
Under the Styles tab, adjust the overall look of your form or survey—background colours, borders, rounded edges, custom CSS, agency branding, and more.
Most importantly, the Options tab is where you name your form or survey, set what happens after it’s submitted, toggle sticky contact, and more.
The Sticky Contact toggle uses the browser’s cookies to auto-fill the contact’s details if they already exist in your system. Be cautious though: if two people use the same device, their contact records could merge accidentally.
Lastly, you can integrate your form by:
Pulling it into a funnel or website element
Using the embed code from the Integrate Form button
Using the direct link
Or assigning the form to a calendar booking system
That’s it. Make sure to follow any lesson instructions below and mark this as complete to keep moving forward.
