ConvertedU Marketing Library Webinar Blog

Need help? You've come to the right place

What's New Getting Started Building Integrating Publishing

The Form Widget

Add forms directly to your page using the form widget. This is a great alternative to using a button to link to your form. The form widget is also included by default in Drag & Drop Leadboxes

 

Using the Form Widget

Name your form

First, make sure to name your form something unique to the Leadpage or Leadbox you've created. The form name will default to the date and time it was created.

If you've got Lead Notifications set up on your form, this form name will be used in the subject line of your Lead Notifications emails.

Add an integration

Before editing your form widget's settings, the first thing you'll want to do is connect an integration where you would like to send your leads.

Add any other integrations you’d like, such as an email service provider like Drip or MailChimp.

Adding and deleting form fields

The form widget will only have a field for email by default. You can set it up with other fields as needed. Once it's placed on your page, you’ll want to: 

  1. Hover over the form and click Edit Integrations (or click anywhere on the form to load the integration settings)
  2. Add any additional fields you’d like on your form. 
NOTE: With the exception of Lead Notifications, the available fields here are pulled from your integration, so if you're missing a field you’d like to see, be sure to add it to your form in your email service provider. 

To delete a field, click the trash can icon and then Delete. If you see a lock icon instead of a trash can, your field is marked as required. You’ll need to make the field optional in order to delete it (either in Leadpages’ settings, or in some cases, in the settings for whichever service the field is coming from).

Custom fields (i.e. dropdowns, radio buttons)

Once you've added custom form fields to an email service provider your Leadpage is integrated with, you'll see that field available within the form widget's settings.

For example, here's a form widget integrated with a MailChimp list that has a dropdown custom field.

NOTE: In order to add custom fields to a form widget, the custom field must be set up within your email service provider (ESP) and your form widget needs to be integrated with that service.

Changing form field settings

You can customize your fields within our builder in many ways, including:

  • making a field required/not required
  • hiding a field
  • setting a default value for a field
  • changing a field’s label and placeholder text
  • adjusting drop-down field choice labels

To access these settings, click the name of the field you’d like to change. Any settings for it will appear in the left-hand sidebar. When you’re finished adjusting the field, be sure to click Done to save your changes. 

TIP: If a field is marked as required within your integrated service, you’ll need to reconfigure it from that service—Leadpages cannot override required fields. For more information on using pre-population and hidden fields, check out: How to Pre-Populate Fields.

Reordering fields

To change the order in which your fields appear, open your form settings by clicking on any field. Then, use the up and down arrows in the sidebar to change how your fields appear, as shown below. 

Follow-up actions

Under ③ ACTIONS you can choose where you'd like to send your visitors after they opt in to your form widget as well as attach a lead magnet.

We have a resource for each of these actions here:

Changing the default thank you page

How to send a lead magnet

Customization and Styling Details

You can adjust the font, size, color and adjust the label (inside or outside the field) under the menu, as seen here: 

You can also adjust the style, text and color of the submit button by clicking on it, and then going into the menu, as seen here:

For more details on customizing your form’s submit button, please see our button widget article

 

Tips and Frequently Asked Questions

How can I pre-populate or set default values for my form fields?

You can access a field's pre-population or default value settings by clicking the downwards facing arrow next to the field name, as shown below:

 

What’s the difference between a field’s placeholder text and its label?

The field label is like the field’s title or name, while placeholder text is what shows up in the field before a user’s input. For instance, a field could have the label of “Name”, and placeholder text of “First and last, please!” Please note, however, if labels are set to Inside, they will override placeholder text. 

Why don’t I see extra form fields like radio buttons, drop-down menus, etc.?

You can add certain text fields through Lead Notifications to your form. Any other fields will need to be set up in your email service provider, and imported into your form as shown above.

Why can’t I delete a field?

If you don’t see the trash can icon to delete a form field, the field is set to required. You can click into the field options and try un-checking the Visitor must fill out this field checkbox. If you’re unable to do so, you may need to set the field as not required from within your ESP. 

Is the HTML Copy/Paste option gone? 

We no longer have the HTML Copy/Paste integration included in forms, but you can paste your third-party form code into the HTML widget

Why did you decide to bring one-step opt-in forms back?

While we’ve seen the two-step opt-in process increase conversion rates in many cases, not all pages are created equal! We understand there are situations when you might want to use a single-step opt-in form, so we’ve included the option again. If you’d like to use a two-step process, simply create a button widget and link it to a Leadbox. 

(Updated September 26, 2018)


Please let us know if you have additional questions.

You can always file a support ticket if you have additional questions by clicking the Support button in your dashboard as shown here or clicking here to file a support ticket.

Was this article helpful?
Powered by Zendesk