Getting to know Forms:

The Forms section can be found under the Marketing section on the left hand side menu bar. By selecting the Forms tab you will be taken to the Forms page. Here you can see that you can filter your Forms by the following:

1. Filter by Tags
2. Filter by Brands
3. Filter by Status

Here you can also see that you can create the forms and pop-ups within the Forms sections.

How to create Forms:

To create forms and pop-ups you can start by clicking Create Pop ups within the Form section. You can follow the following steps to create your pop ups: 

Creating Forms:

1. Click +Create Pop Ups

2. You will be brought to the Style tab:

   • Select the Theme Color

   • Choose a Flow Type

1. Click Next

2. You will be brought to the CallOut tab:

   • Enter the CallOut Title

   • Write the CallOut Body

   • Enter the CallOut Button Text

   • Upload an image to the Featured Image if you want to include a picture

   • Select Skip Callout if you wish to not include this section

1. Click Next

2. You will be brought to the Content tab:

   • Enter the Form Title

   • Write the Form Description

   • Enter the Number of Pages

   • Enter the Form Button Text

   • You can select what fields you would like to enter to this Form in the Add a New Field

1. Click Next

2. You will be brought to the Rule tab:

   • Rules are used when you wish to target the audience of the form according to custom rules.

   • You can add rules by clicking the Add Rules

1. Click Next

2. You will be brought to the Option tab:

   • Enter the Name of the Forum

   • Select the Brand

   • Select the Channel

   • Select the Language

   • You can Limit the responses

1. Click Next

2. You will be brought to the Advanced Styling tab:

   • Add or overwrite default theme styles with your own custom css

1. Click Next

2. You will be brought to the Confirmation tab:

   • Select the Confirmation Message Type

   • Enter the Title for the Confirmation

   • Write your Confirmation Message

After creating your Form you can click Save.

Managing your Forms:

After you have created your Forms you can go back to the Forms page to manage all of the forms you have created. Within the main Forms page you will also be able to incorporate all of your Forms to your websites. Each Form you have created there will be an Actions section. From this section you will be able to:

1. Manage: Manage and make changes to your Form
2. Install Code: Install the script codes necessary to incorporate the Form you have created
3. Archive: Archive old Forms
4. Download Responses: Donwload the responses of the Form
5. Duplicate: Duplicate the Form
6. Delete: Delete Forms that are no longer needed

When you click the Install Code action, a menu should pop and it should look something like this:

Additionally you can click the Simulate button to test and see how the Form you have created will look like.