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 for your website or 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 Marketing and Transactional SMS/Emali.
This ensures you stay compliant while collecting the right marketing permissions.
Review additional information on opt-in options here.
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
reCAPTCHA helps protect your forms from spam, bots, and other automated submissions. You can choose the level of reCAPTCHA protection that best fits your needs.
You can select from three levels of protection:
Do not show
No reCAPTCHA protection will be applied to the form. Users can submit the form without completing any verification.
Simple: verification happens in the background
Simple reCAPTCHA provides bot protection with minimal impact to the user experience. Verification typically happens automatically in the background, so most users can submit the form without completing an additional step.
Advanced, users may see a challenge such as "Select the traffic lights" (recommended)
Advanced reCAPTCHA adds an extra layer of protection to forms receiving spam or bot submissions. Based on Google's assessment, a user may be asked to complete a challenge such as selecting images containing a traffic light to confirm they're human.
If your form is getting a high volume of spam or suspected bot submissions, switch from Simple to Advanced reCAPTCHA for stronger protection.
Enabling reCAPTCHA on currently hosted forms requires you to republish the form. Enabling this setting for 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 can access the form until you share it. 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 to any custom questions! If you are using UTM tracking, Insights will also show which campaign, medium, and source your leads came from.
You can also easily export your insights by clicking Export to CSV in the top-right corner for further data analysis outside Xplor Growth.
Advanced Options
UTM Tracking
UTM tracking uses specific tags in your form's URL 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 to be alerted when a form is submitted.
Enter the email address you’d like to receive these email alerts at.
Task Configuration
Tasks can automatically be created when a form is submitted. Complete the following and Save:
Task Name
Task Note: Description/Script
Assignee: Who is responsible for completing the task
Xplor Growth user or user group
If you are in an HQ account, you can select HQ synced user groups, which will assign the associated child account user group when synced
For HQ accounts, you must re-sync any changes to the child accounts.