Want to send out a feedback survey to first-time class-goers? Looking to switch up your class schedule and want to collect the most requested class times? Need a lead form to include on your website or in your Instagram bio? Forms are the way to go!
Create
You’ll find Forms by navigating to Marketing > Forms. You can create a new form by clicking on “create a new form” and naming it.
Standard Questions
The first step in setting up your form will be determining which information you want to collect from those filling it out.
Email is always required, but the rest is up to you!
If there is information you aren’t interested in including on your form, simply toggle the data point on or off using the “Include” button to the right.
Custom Questions
If you keep scrolling, you’ll see the option to include custom questions.
When you click “Add a Custom Question to this Form,” you’ll be prompted to select the type of answer you’ll be collecting for this question - Dropdown, Multi-Select Checkboxes, Text Input, or Rating.
Once you make your choice, you’ll see a space to type your question, as well as any response options if this is relevant to the answer type you selected.
Opt-In
Optionally, you may include marketing opt-in selections for email and or SMS. By default, the opt-in language is as listed below but can be customized by adding your text into the fields.
Note: If an existing customer is opted in and they do not select to be opted in when submitting a form, they will be updated to opt-out.
Call to Action Design
Here is where you’ll design your Call-to-Action button, or the button your customers will use to “submit” the form.
Button Text: choose what you’d like your “submit” button to say
Button Color: choose the color of your button
Once you are done with the above, click “Save” at the bottom to save your changes!
Publish
The last, and most important step in creating your form - publishing!
In the top-left, you’ll see a “Publish” button - click this to officially publish your form to the internet! *don’t worry...no one will have access to the form until it’s shared - more on this below!
*Note: If you make any changes to your form after it’s been published, you’ll need to save and re-publish.
Share
Now that your form is set up and published, you’re ready to start collecting some responses! Forms can be shared in two ways:
Using the URL link
Embedding the form on a website
Using the link
Easily send your form out using the URL link that is populated by creating the form.
In the left-hand menu, navigate to Share > Page Design
At the top, you’ll see the URL where your form will be hosted on the internet - copy and paste this link anywhere you want!
As you scroll down, you’ll see a preview of what your form will look like when published.
Embedding the form
You can also embed your form on your website.
In the left-hand menu, navigate to Share > Embed
Use the code here to embed the form on your website
To the left, you’ll see a preview of what the form will look like
*Note:
If contacts are not already in your contacts list fill out a form, they will be added to your Contacts.
UTM Tracking
If you are utilizing UTM tracking with our forms, you will leave the fields within the form builder blank. In the URL where the form is shared /embedded, you may include various parameters for campaign, source, and medium.
For example, the parameters of the following URL will be added for form Insights upon submission, helping you track what percentage of leads come from various sources and eliminating the need to have separate forms for each of your sources.
https://yoga.xplorgrowth.io/january-special-lead-gen-form-6KWcYn.html?utm_source=website&utm_medium=parkcity&utm_campaign=januaryspecial
Insights
Insights will show you who filled out your form, when, and what they answered any custom questions! If you are utilizing UTM tracking, Insights will also show what campaign, medium, and source your leads came from.
You can also easily export your insights by clicking Export to CSV in the top right for further data analysis outside of Xplor Growth.
Advanced Options
There are some awesome additional features you can turn on for your forms!
Integration with Booking Software
*Currently for Mindbody customers only
You can choose to integrate your form with your booking software!
New leads from forms filled out can be automatically sent to your booking platform and have a new profile created. This setting can be turned on by navigating to advanced settings.
Redirection
Redirection allows you to send the client to another webpage after finishing the waiver instead of having a simple success message.
Yes, direct them: Select this option to redirect the client to another webpage! You’ll simply need to paste the URL in here.
No, do not send them to another page: Select this option if you want the client’s form submission to end with a success message. The default message is “You have successfully completed your form!”
Notifications
You can set up notifications so you are alerted when a form is submitted.
Enter the email address you’d like to receive these email alerts sent to
