Forms - how to get started?
Sign up for a newsletter, for a contest, to download an e-book.... sounds familiar? Among other things, that's what forms are for. In iPresso, you can easily and quickly create a form to feed your contact database and enable special actions.
To get started, go to the Content section and to Forms. Click Create a new form:
At the top, enter a name that will be visible only to iPresso users - your recipients will not see it.
Below that, set the elements you want to include in your form. You can indicate which element is required. Of course, you can choose all to be required.
You can add:
- fields (attributes that are on defined in your iPresso account)
- consents (defined in your iPresso account)
Remember - the fewer fields to fill in, the greater the chance that the user will
fill them in.
Example of a form
Below is an example of a form you can create:
And this is what the preview looks like:
For each attribute (field) you can add a name and an alternative text:
Of course, the appearance of the form can and even should be customized for your site. But don't worry - we'll deal with that later :)
In additional Settings you can change the text on the save button, the language of the form or the action performed once the user enters an email address that was previously entered:
You can add a message that will be displayed to the user after filling out the form. In addition, you can send a subscription confirmation email:
It's time to change the Look - here you can add a CSS file that will change the appearance of the form, adapting it to your site:
In Notification you will set the address to which iPresso will send an email to the user who filled the form:
Tags allows you to add a tag which can be use later with reporting:
And you can also add an Additional html code:
Once you have completed the configuration, click Save in the upper left corner.
The form is ready
After saving you will see the iframe code. Place this code on the site you use to collect signups. You can use this form on a landing page created with iPresso. Each signup will automatically appear in iPresso as a contact. If it's a newsletter signup form, you can later segment the contacts who filled out the relevant form. This way, the newsletter will only go to people who are interested in it.