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
You have the option to include opt-in checkboxes on your form for Email + SMS Marketing.
You do not have to include the Email Marketing consent checkbox unless you wish to do so or are required by email regulations in your region; by completing a form a lead is implying consent to be emailed and will automatically be subscribed.
We do recommend including the Text Message checkbox so that you are able to send SMS messages to form respondents. You can customize the message that appears on the form by typing in a new prompt in the field.
If an existing customer is opted in and they do not select to be opted in when submitting a form, they will be unsubscribed.
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.
reCAPTCHA
Enabling reCAPTCHA will stop any unwanted spam accounts from filling out the Form and coming into Xplor Growth as a Contact because it will require any submission to fill out the additional reCAPTCHA details.
As a general rule, reCAPTCHA should be enabled if you are planning to host your form on a website, and disabled if you are collecting form submissions via Zapier or email.
Enabling reCAPTCHA on currently hosted forms will require the Form to be re-published. Enabling this setting to currently embedded Forms will require the user to re-embed the code on their website to activate this option.
Publish
The last and most important step in creating your form is publishing.
In the top-left, you’ll see a “Publish” button - click this to officially publish your form to the internet. No one will have access to the form until it’s shared. You can find information on how to share it here.
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
Click here to learn more about sharing your forms.
If contacts are not already in your contacts list fill out a form, they will be added to your Contacts.
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
UTM Tracking
UTM tracking uses specific tags within the URL of your form to track the origin of your leads. Click here to learn more about UTM tracking.
Mariana Tek Integration
With the Instant Book Form feature, you can create a customer account in Mariana Tek and give the customer a free credit. For more information, click here.
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.
If using Mariana Tek, you will have an option to redirect to your schedule page.
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
