Submit a ticket My Tickets
Welcome
Login  Sign up
Open navigation

How to Create Marketing Forms

Our Form Builder is a built-in and intuitive way to receive feedback from your users, as you can build a form with a large variety of question types and access and review the responses via your school. 


Marketing Forms can be used as a standalone page where you share a specific URL with your users or can be added to your school's pages and Popups by adding a Form Section/Widget, available in our Pro trainer plans or higher. 


Note: You can add an email question type and choose to collect all submission emails on the Leads page. 

Create the Form

To create a Marketing Form:


1. Navigate to Marketing → Form Builder. 

2. Click on New Marketing Form

3. Add the Form name.

4. Click on Create or Create & Edit to add your Form template and start editing.

Edit the Form

Once the form is created add your Form template, by choosing one of our templates available  (Lead Capture, Contact Forms, Course, Marketing Research, and other) or create your own. 

Once you add your desired template, you can choose the Form Navigation (Classic, Card-based, Section-based). When you add your Form template, you will be redirected to the authoring mode of your Form, where you can:


  • Edit your Starting and Ending screen. You are able to add a Welcome and Outro screen and further customize it by adding widgets. While all forms come by default with a Starting and Ending screen, the Starting screen can be removed, however, the Ending screen cannot. 
  • Add new or duplicate your Form Sections. Sections can be added by clicking on the + icon that appears when hovering over any existing section. After adding the section and clicking on it, then you can rename, duplicate, move or delete it.
  • Add your Form Questions under the form sections. You can find out more about the types of questions available and how to create and edit them, here
  • Customize the design of your form. You can find out more, here
  • Choose the After Submission action. You can choose if your users will see the default ending screen or be redirected to a page, after submitting the form. Whether the form will restart when the user revisits it. You can also choose whether to save data like name and email in your Leads from pages page. Lastly, you can tag your users after they complete the form. 
  • Share your Form. You can share marketing forms as standalone forms through the Share link generated. You can Copy the form link and even customize it. Kindly note that Course forms are not shareable.
  • Review your users' responses. 


Under the Actions tab on your Marketing Forms page you are able to:

  • Edit the form
  • Preview the form
  • Review the responses
  • Share, Rename, Duplicate and Delete the form

Review the Form's responses

1. Navigate to Marketing → Form Builder and click on Marketing Forms

2. Hover over the Marketing Form you wish and click on Responses.

3. You can find out more on how to review your form answers here

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.