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Frank Hagan
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    ONTRAforms

     

     

    About ONTRAforms

    ONTRAforms are beautiful, responsive opt-in and order forms you can host on any web page. You can create them from scratch or choose from our impressive library of professionally designed templates. The easy to use interface features an innovative click-to-select editor in which you stack and customize pre-built Blocks of content. You can rename and reuse Blocks you have customized over and over again.

    A unique feature of ONTRAforms is automated prefill of the first name, last name and email address from cookie data. The ONTRAform will automatically prefill those fields if they are cookied.

    When publishing your form, you can choose it to be a static form positioned on the web page, a lightbox pop up, or a click-to-pop-up link or image. The lightbox pop up can be triggered by time on the page, scrolling past a certain percentage of the page, or when "exit intent" is detected.

    Quick Start

    Want to jump right in and create an ONTRAform in your ONTRAPORT account with step-by-step instructions? Make sure you are logged in on another tab in this browser and click this link: Create an ONTRAform.

    This opens an ONTRAPORT Project within your account. ONTRAPORT Projects are step-by-step in-app instructions with a checklist to track your progress. You can stop and resume the Project at any time.

    Introduction to the Forms Collection

    The Forms Collection lists all the forms created in your account. Just like the Contacts Collection, you can click the item to open it for editing, select one or more items for Actions that appear in the Action Bar, create Groups and apply Group Actions to all items selected in the Group. 

    The Group Quick Selection Icon is positioned on the left in all Collections and allows you to quickly select all items in the Group, all the items on the page, or to deselect all the selected items with one click. 

    Group quick selection icon

    Along the top is the Group Dropdown, where you can create a new Group or select one you have previously created. The Edit Group button allows you to edit the criteria for the selected Group. The Actions button will show the actions available for the selected items, with the Action Bar showing at the top of the screen. Note that Actions that cannot be taken because no item is selected, or because the action is not available for that item, are presented in a lighter, faded color. The New button will allow you to create a new Contact (shown) or Sequence, Rule, Form, Message, Upsell Form, Partner Program or Landing Page as appropriate for the section you are in.

    the Group dropdown, edit Group, Actions and New buttons

    At the right top are three more tools for the Collection. You can search for data in any of the columns displayed in columns in the Collection, click the Pin icon to add the Collection page to the Pinned Items page, and add columns to the Collection listing. 

    add column, pin page and search icons are at the top right

    The Pinned Items page is accessed by clicking the Pin Icon in the main navigation bar when it is visible. The page will show all the pinned items, allowing you to jump to that page with one click. 

    the pinned items appear in the page, allowing one-click access to any page in ONTRAPORT

    The Add Column button displays all the available columns allowing you to select what to show in the Collection. Here are some of the columns available and what they are:

    Forms Collection

    • Form Name - the name you gave to the form
    • Thank You Page - the domain the Contact visits after clicking the Submit button
    • # Submissions - total number of times this form was submitted
    • # Visits (Total) - total number of visits to the form, even if it was not submitted
    • Form Type - ONTRAform, Smart Form, etc.
    • Date Created - added Nov. 7, 2017; will show a date if the form was created after that date
    • Date Modified - added Nov. 7, 2017; will show a date if the form was modified after that date

    fields available for column headings in the Forms collection

    Other Features of the Collection

    You can resize the width of the columns by hovering over the far right side of the existing column and dragging the <> indicator. 

    change width of the column

    To select a new field for the column, hover over the column name and click the pencil "edit" icon. You can select a new field, delete the column entirely, or move the column by clicking and dragging on the move icon. 

    move icon to rearrange the columns

    URLs listed in the columns with the external link icon will open in a new window or tab when clicked. 

    the external link icon

     

    At the bottom of the collection you can decide how many records per page should be displayed, along with navigation controls to page through the records. 

    pagination controls on the collection

    Get Started with ONTRAforms
    1. In the Contacts collection click on Forms. Click the New Form button.

    2. Click the Create New button on the ONTRAform icon.

      choose ONTRA or Smart Forms

    3. The Form Templates menu is shown in the Palette area (the left side column). Use it to filter the templates to make your selection.

      ONTRAforms templates

      1. You can display All Templates or templates created for specific functions such as By Type, By Industry, By Author and By Tags. Inside each of these sections are filters to focus your template search.

      2. The ONTRAPORT Marketplace allows you and other ONTRAPORT clients to share ONTRAform templates you have configured. The shared templates can be free, incur a one-time charge or subscription fee. Sharing options include making the template available to all ONTRAPORT clients, or to specific ONTRAPORT clients. My Shared Templates are templates you have shared, and Shared With Me templates are those templates shared with you. Purchased will contain all the templates you have purchased.

      3. All free templates are shown by clicking the Free filter item.

      4. No matter the view, all templates are clearly identified with either "Free" or the price.

        templates marked free or paid

      5. You can create your own template by selecting the Start From Scratch template located in the top row.

    4. Templates and blocks reserved for ONTRAPORT Pro and higher accounts have an ONTRAPORT PRO banner. These include blocks for features not available in ONTRAPORT Basic accounts, such as Order Form blocks, Upsell Form blocks, etc.

    5. Palette, Canvas and Blocks: The editor window is divided into the Palette on the left and the Canvas on the right where the blocks are displayed. Editing can be done either directly on the Canvas for some block elements, or on the Palette.

    6. ONTRAforms are created using Blocks, horizontal slices of the form you arrange to create your design. Blocks are designed for different types of content. Each Block can have several different layouts to choose from, and within those layouts different colors, backgrounds and styles. Changes are made in the ONTRAform editor in true visual mode, showing you the new content immediately.

      Palette and Canvas

     

     

     

     

     

     

    ONTRAforms Basics

    Selling Products and Leveraging Upsell Opportunities

    Publishing Your ONTRAforms

    Articles in this section

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    Comments

    • Avatar
      John Corey

      I followed the instructions above. They all made sense. It seemed pretty logical when you think about it.

      When I checked the contacts in the database after running the test, I found something strange. An entry with no real data. No first, last, or email address. Also a second entry that had the first and last yet no email address. I deleted the two entries and repeated the test. The same result.

      I did make a mistake with the set up initially, so the tests above was really the 2nd and 3rd time through. A search of the database shows no use of the email address I am using during the test. All a bit odd.

      What am I missing or is there a subtle bug?

    • Avatar
      Robbie Godsil

      Yes, like John this happened to me too!

    • Avatar
      Frank Hagan

      Please contact Support with these individual issues; they can help you sort it out. You can chat them by using the CHAT link at the top of this page, or the chat link in your account (found when you expand the "question mark" help menu at the top right).

    • Avatar
      Alicia Drew

      Ontramail is so easy to use, but I wish there was greater flexibility for formatting. Option to shift elements inside blocks as needed. Sometimes the writing or photo I want to put together in a block just needs more tweaking than I am currently allowed

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