The forms module is similar to the email capture module but with more fields so you can collect more information from interested customers. This is your setup guide to get forms up and running without a hitch.
Adding Forms to a Page
Go to any Digiphy page, open the module library and select the forms module from the menu. This will place it on your page. You can choose a module at the home level of your page, or select "forms pop-up" for a form that floats over the page, like a modal window. Both options depicted below.
When you first add it to your page, it will look something like this. Click the edit button (pencil icon) to open the module settings.
Integration Settings
You can connect this form to your CRM, so that any submissions will go to your chosen destination. Some integrations have more options than others. For example Mailchimp has audiences and tags, where Klaviyo has only lists. These sub categories are pulled live from your CRM.
Start by selecting your integration. Then follow the options to add lists or tags depending on what's available.
If you don't currently have any data capture integrations setup in your Digiphy account you will need to first make that connection at the account level. The arrow in the above image indicates where you click to set it up.
Customizing Form Fields
Now that our integration is connected, let's choose which fields to show in the form. In the module settings panel, scroll down a bit to see the list of form field options. By default they are all visible.
You can delete, move and add the fields to match the data you want to capture.
Changing Field Names & Required Settings
You can change the field labels and whether or not each field is considered required or not. Just click on the item or the tiny pencil to open its settings.
Note that each field has a specific purpose. If you change the label name of an "email" field to say.. "favorite color", this field is still expecting to send email information. This is because our forms are connected to your CRM. Ultimately Mailchimp for example, is expecting an email from this field so if that's not delivered the submission will be unsuccessful.
Changing the Success Message
You can modify the message a user sees after they submit the form. Click the "Success" tab, and you'll have the options to update the title, description and redirect button. Often if someone has submitted a form, this page has served its purpose so now you can direct the customer to your website or a social channel.
Designing Your Form
You can change the design aspects of your form either in the page level design settings, or the module styles settings.