ONTRAforms

About ONTRAforms

Applies to: All ONTRAPORT accounts.

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.

To help your truly engaged contacts, ONTRAforms will automatically prefill the first name, last name and email address if the contact has previously filled out an ONTRAform.

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? Click the question mark icon at the lower right and open the Quick Start Checklist. Select the guide named "Create a Form For Your Website".

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.

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.

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.

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 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

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.

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.

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

 

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.

Get Started with ONTRAforms

1. In the Campaigns collection click on Forms. Click the + New Form button.
2. Click the Create New button on the ONTRAform icon.
   
   
   
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.
   
   
   
   
   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.
      
      
      
   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.
   
   
   

ONTRAforms Basics

• ONTRAforms
• Edit ONTRAform Properties
• Add, Delete, Move and Copy ONTRAform Blocks
• Edit the Content of ONTRAform Blocks
• Slideshows and Countdown Timer Blocks
• Add Smartform Blocks to ONTRAforms
• ONTRAforms Opt-In Settings
• Automation After an ONTRAform is Submitted

Selling Products and Leveraging Upsell Opportunities

• Add Order Form Blocks to ONTRAforms
• Add Products to Sell on ONTRAforms
• Configure Your Payment Options
• Add shipping and taxes to order forms and upsell forms
• Automate What Happens After an Order Form Submission
• Add Upsell Form Blocks to ONTRAforms
• Automate What Happens After an Upsell Form Submission

Publishing Your ONTRAforms

• Add an ONTRAform to a Website

Articles in this section

• ONTRAforms
• Edit ONTRAform fonts, backgrounds, colors and widths
• Add, Delete, Move and Copy ONTRAform Blocks
• Edit the Content of ONTRApages and ONTRAform Blocks
• Add Smart Form Blocks in ONTRAforms
• ONTRAforms Opt-In Settings
• Publishing ONTRAforms
• Automation After an ONTRAform is Submitted
• Add Order Forms Blocks in ONTRAforms
• Add Products to Sell on ONTRAforms

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