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
When setting up your form, select the information you want to collect.
Email is always required
Use the Include toggle to turn other data points on or off
This way, you only collect the details that matter most to your studio.
Custom Questions
Scroll down to the Custom Questions section to gather additional details.
Click Add a Custom Question to this Form
Choose the answer type: Dropdown, Multi-Select Checkboxes, Text Input, or Rating
Enter your question
Add response options if required (for Dropdown or Multi-Select)
Opt-In
You can add opt-in checkboxes for Email Marketing and SMS Marketing.
Email Marketing: Optional. Leads are automatically subscribed when they complete the form, unless regulations in your region require explicit consent.
SMS Marketing: Recommended. Add this checkbox so you can text respondents. You can customize the prompt text directly in the field.
This ensures you stay compliant while collecting the right marketing permissions.
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
Customize the button your customers click to submit the form:
Button Text: Enter the wording you want to display (e.g., Join Now, Submit)
Button Color: Select a color that matches your brand
Click Save at the bottom when you’re finished to apply your changes.
reCAPTCHA
Enabling reCAPTCHA will stop 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, click Publish. 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.
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
You can choose what happens once a client completes the form:
Yes, direct them: Redirect clients to another webpage by pasting the URL.
If you use Mariana Tek, you can redirect directly to your schedule page.
No, do not send them to another page: End with a success message. The default 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
