Create contact forms

iPresso allows you to intuitively create any number of contact forms.

In order to create a new form, navigate to Content, select Forms from the menu on the left, and click the Add button.

A new view will be displayed.

Follow the instructions to create your form.

Fill in the fields:

  • Name of the form (not visible to contacts) - this will allow you to later find the form,
  • Contact attributes - this can be any information that may be obtained from a contact.

By default the form contains two fields - Name and E-mail address. If you want to collect any other contact attributes, click the Add field button. Then select the appropriate attributes from the expandable list.

If you want to delete a given field, click the appropriate Delete button next to that field.

You can change positions of fields to arrange them in another order by dragging and dropping them.

In order to acquire permissions and agreements (e.g. to receive marketing communications) from people who fill in the forms, select the relevent permission from the expandable list.

You can add more agreements by using the Add agreement button.

You can also place a field in your form where a user will be able to enter some written content (e.g. to ask a consultant to contact them on a given day or at a given time). In order to do it select Content

You can change the settings of your form by clicking on the Settings button

In settings you can specify the language of the form, contact types, etc. You can also define what category will the contact who fill in the form fall into. This will allow you to easily find those contacts in Contact Manager. 

If you want to display a message after a form is filled in, e.g. to thank the user, select the Message after submit button.

You can also specify the email adresses to which messages about filled in forms will be sent by clicking the Notification button, or add tags after clicking the Tag button. 

 

 

 


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