Mike Hilverda Create and edit your customer SalesRabbit forms in 5 simple steps
This article will go over how to create Forms. Forms are used as a method to capture information and attach it to a lead while storing it in our database and are compatible with API third party related sources, such as Zapier. However, these Forms are for Pro and Enterprise SalesRabbit accounts.
The 5 Steps
Step 1. Navigate To The Form Builder
In order to create a form, go the SalesRabbit navigation bar and click on Settings>Form Builder.
Step 2. Create and Name the Form
To create a new form, click on the “+New Form” in the upper right-hand corner.
To help distinguish this newly created form, you will want to change its title. To do so, click on the pencil icon in the upper left corner. You will then be able to title the form.
Step 3. Build your Custom Form
While it is not required to have more than one section on your form, adding additional sections can help with how the form is presented and organized.
If you desire additional sections, they can be added by clicking “+Add a Section“. You can title sections by clicking the text at the of the desired section.
Now that the form has been created and laid out, it is time to select what data you want on the form. You choose what data you would like to pull over from the lead, or what additional data you would like to capture.
- Lead Fields: An information field that has already been captured or filled out on the lead. Using a lead field will pass this lead information over to the form, eliminating the need for double entry.
- Form Fields: These information fields will need to be filled out while going through the form. These fields can also be edited to have predetermined options, such as: a dropdown, toggle, date, time, and/or datetime fields.
To add a field to your form, click on the desired field and drag it over to the desired section.
Lead Field ex.
Step 4. Required Fields
After mapping some fields over to your form, you will see that each field has a “Required” toggle option.
If this toggle is switched on, the form will not be able to submit if the field has not been filled out.
Step 5. Publish Your Form
Congratulations! You have completed setting up your custom form. The last thing that needs to be done is publishing the form so it is live and accessible. To do so, click the “Publish” button in the bottom right corner. You will then encounter a window that will ask if you are sure you want to publish.
Attention: If an edit is made to a form, you will have to click the publish icon to submit those changes. After publishing, those edits will be live.
Full Process
If you had a hard time following the steps above, here is a detailed video walkthrough of everything that was mentioned.
Get Connected
This feature is a must have for any sales process. Please call or email our Support team at (801) 418-9009 or support@salesrabbit.com if you would like to upgrade your plan to access this feature if your company is not on a Pro or Enterprise plan.
