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    Add Smart Form Blocks in ONTRApages

    About Smart Form Blocks

    Smart Form Blocks allow your contacts to enter information, either for updating their own Contact Record or for the initial opt in. 

     

    Add a Smart Form Block

    If a Smart Form block does not already exist on your ONTRApage, click Add Block and select it from the Palette menu.


    Choose Smart Form Fields

    Add Fields:

    1. Click on the Smart Form Block from the Palette or by clicking Edit in the Smart Form block from the Canvas. If the block has multiple elements (e.g. text, form), you may need to click once more on the Form element.

      OR

    2. Add fields: Click the +Add button to add fields to the form. Some horizontal forms have a maximum of 3 - 5 fields; choose another design to include more fields.
    3. If the field is already created, use the dropdown menu to select your desired field. Find fields faster by typing in the first few letters of the field name.

    4. If the field is not created yet, select "create new field" from the dropdown menu. Once you create the new field, the system will return you to your ONTRApage. Select the newly created field.

    Delete Unwanted Fields:

    1. Click the trashcan icon next to the field you'd like to delete from the form (this does not delete the field from your database.

    2. Alternately, you can toggle the green slide button selector in the Palette to hide the field.
    Order the Fields

    Ensure your Form block is selected in Palette. Hover over the left side of the field name. When the up and down arrow appears, click and drag the field into the desired location.


    Edit Required Fields, Field Labels and Settings
    • Make a field required/compulsory before submitting the form: Click on the field name in the Palette and place a checkmark in the Required field box.

    • To change what the field label displays click on the field you'd like to edit and enter your desired text.

      • If the Smart Form block you've chosen has text on the inside of the field, it's Placeholder. Placeholder information disappears once the viewer clicks in the field.



      • If the block you've chosen has text on the outside of the field, you can enter a new label for the field as well as enter placeholder information if desired. Placeholder information disappears once the viewer clicks in the field.

    • To change the form button text or upload your own button image, click the button element from the Palette in your Smart Form block. Enter your desired text. You can also change the background color of the button and even adjust the background color and text when a viewer hovers over the button.

    • To upload your own button image, click the image tab and upload your image.

     

     

    Opt-in Settings for Your Smart Forms

    Single Opt-in

    Single Opt-in is when a visitor fills out the form and clicks the submit button, they're added to your database and receive your emails with no further action required.

    Form settings are defaulted to this option. Once selected, choose the page that the visitor will see after filling out the ONTRAform in the Send contacts here section by selecting one of the following:

    • Default thank you page
    • Landing Page (ONTRApage)
    • Pop ONTRAform Lightbox
    • Custom URL (e.g.

    Double Opt-in

    Double Opt-in Required is when a visitor needs to confirm their sign up. They are sent a confirmation email where they must click a link to confirm their desire to receive emails from you.

    1. Select your Confirmation Email: Use the pulldown menu to select the desired confirmation email. If you'd like to create a custom confirmation email, click here for instructions.

    2. Set the page visitors see after filling out the form: This page advises the visitor that they need to check their inbox and click the confirmation link to receive further communication from you. Under the "On submit, send visitors to the following page" section, select the confirmation page visitors will see once they fill out the form while waiting for the email with the confirmation link.  Choose from the following options:

      • Default Confirmation Page
      • Landing Page
      • Custom URL

    3. Send contacts who already opted-in to a different page: Mark this checkbox to create a smoother experience for those who have already opted-in to your database instead of misleading them into thinking they need to check their inbox again for a confirmation email.

    4. Send Contacts here: New contacts are directed to this page after clicking the link in the confirmation email or if the "Send contact who are already opted-in to a different page" checkbox is marked. Choose from the following options:

      • Default Confirmation Page
      • Landing Page
      • Pop ONTRAform Lightbox
      • Custom URL

    double opt in settings

    Double Opt-in Optional

    Double Opt-in Optional is when a visitor fills out the form and clicks the submit button, they're added to your database and receive your emails. The contact is also sent a second email to click the link in the confirmation email. Follow the setup instructions above for Double Opt-in required.

     

    Other Resources

    ONTRApages Basics:

    Selling Products and Leveraging Upsell Opportunities

    Publishing Your ONTRApages

    Articles in this section

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