How to Create & Manage Forms & Form Submissions

Forms play an important role in marketing online. The tools in your Locable account can help you get the most out of your efforts.

 

Locable's form builder tool is both powerful and easy to use - learn more about different form tool uses here.

More than that, all forms connect to the CRM in your account to keep track of your contacts and relationships. As forms are submitted on your website, the submission will create or update Contact records in your CRM.

Access your forms by clicking Marketing Tools > Forms.

Things to know

• Depending on your plan, you may have limited access to form tools. Learn more about what is included in each plan on our Pricing Page.

• Web forms can be added to your website Powered by Locable through the webpage, blog post, or events directly. For websites on other platforms, you can use the Javascript or iFrame embed codes found in the Form Settings for each form you create.

• All form submissions are recorded in the integrated CRM and associated with the user who submitted the form (based on their email address). Existing users will be updated with the submission activity.

• Like all of our tools, you can edit forms after they've been installed on your website without requiring you to reinstall the form.

Basic Form Types

When creating a form, you will need to define the Settings for that form. This includes the Form Type.

Locable offers 3 different Form Types:

• Standard Form
• Instant Contact Form
• Double Opt-in Newsletter Subscribe Form

Once you select the Form Type, the settings available for that Form Type will appear so you can define those settings.

You will use the Standard form for all general forms on your website.

Form Builder Basics

You can customize each form to meet your needs by selecting the fields to include and deciding which ones should be required.

As a best practice, keep forms as short as possible to increase completion rates. However, if you need to collect more detailed information, balance the number of fields with the importance of the data you're requesting.

 

You can quickly create forms or take a couple of minutes to unlock more advanced features.

1. These fields are currently in your form - you can adjust the label, make it required, reorder the fields, and add options (depending on field type).

2. These are available field types when building your forms. You can customize the 'label' for each form field once you add it to your form.
   
   NOTE: If you choose the Date field option it will require an input of the date AND the time on the form. If you prefer to only require a date input, you may want to use a Text Field instead.
   
   ALSO: Once you link your Stripe account to your Locable account, the Price field will be enabled. Learn more about accepting Form Payments.

3. Give your form a descriptive name so you can stay organized.

4. Add an optional Heading to appear above your published form on your website.

5. Choose your layout - a Standard form, an Instant Contact Page™, or a Newsletter Subscribe form. (NOTE: You also have the option to add a Newsletter Subscribe option to a Standard or Contact form.)

6. Form Actions enable you to decide what happens when someone submits the form - showing content is HIGHLY recommended. Show a confirmation message, include an optional button to link to a follow-up action, and more. Learn more about using Form Actions here.

7. Optionally send a submission confirmation email. This can restate the confirmation message or be completely different, you can customize your reply-to email address and subject line and email message.

8. Add an optional PDF content download to be included with the confirmation email.

9. Some forms have a limited number of submissions, especially when used for event registrations.

10. Choose who gets notified when a form is submitted. Only users on your account can be notified - you can always add more users.

11. Paid accounts can hide "Powered by Locable".

12. Advanced settings enable you to add custom CSS and styles to your form.

13. Forms can be embedded on any webpage. If your website is not powered by Locable then you'll need to grab the embed code. Otherwise, you can do it through our web builder.

Accessing Form Submissions

Once forms are submitted, you can access submissions on your dashboard or by clicking Activity Hub > Form Submissions.

Exporting Form Submission Data

If you need your submission data in a spreadsheet or to use with other tools, you can download your form submissions by clicking the download icon to the right of the form name on the Form Submissions page.

 

This action will initiate the download of an Excel spreadsheet that displays comprehensive input data from every field within your form. The top row of the spreadsheet will display the labels of your form fields, while the subsequent rows will present the specific information associated with each respective field.

This spreadsheet will be emailed to you once its creation has been completed.

Archiving Form Submission Data

You do have the option to archive form submissions if you like. You can click the red Archive button next to the form submission and it will place it in the Archived area.

 

There is also an Archive option if you click to View the form submission:

 

You can view Archived submissions by clicking View Archived at the top of the submission data.

Form Submission Archives

Here you have the option to View the archived submission data, Un-Archive it, or Delete it forever.

 

 

Forms can also be paired with events to enable you to collect and track event registration, learn more about event registration here.