How forms work
Forms have many uses, place them on your website as a way of contacting you or a sign-up for your events. A form can also be added inside an Upsales landing page. When a form is filled you can view all the information inside Upsales.
You select what information your form should contain like what fields to show, if you'd like to use an opt-in checkbox and if the form should use spam-protection. The fields available is both the standard fields in Upsales and the custom fields created for your account. The entered values in the custom fields you've created inside your form will not update any company or contact data. To make sure the information entered in the form is added to your companies and contacts use the Upsales standard fields.
Customize the form field titles
When adding a field to your form you can select what that field should be named in the form. For example; when selecting the 'Company name' field, click the field row where you just added it and more options will show. You can now change the field name to say 'Company'.
Pretty much self explanatory, but mandatory fields are required to be filled our by your contacts before they can submit the form. To make a field mandatory, click the field in the right sidebar to show the field options, then toggle the 'Required' checkbox.
Mandatory fields when building forms
All forms need to have the Contact email field. We'll use the email address to match the submitted form with any existing contact. If no one is found, a new contact and company will be created.
You can also define what should happen when a contact fills out your form. Typical actions is giving the contact some marketing score, sending an email to the contact or adding the contact to a sales campaign or segment. The actions are carried out instantly when the contact clicks the form submit button.
The form thank-you-page
All Upsales forms have a state that is shown after a contact has filled out the form. Read more about how it works here.
There's a few different ways to publish an Upsales form on a website, and the options for this is avaliable after you've saved your form for the first time. In the top right corner of the form page , click the "Publish form" button. There are now three available publish types:
Your form is hosted on a website and this is simply the link to it. Attach the link in emails or whatever you see suitable.
Use this option if you'd like to embed the form in a section of a webpage. The form is now visible through an <iframe> which is basically a window on your website to the link-page mentioned above.
Code for custom styling
This option is made available for our more code savvy users. This is basically the entire code with styling for your form. Copy and paste this on your website.
Restrictions when using this options
Since you are now hosting the form yourself Upsales can't utilize some features. The form will still send the correct information to Upsales but thing's like company name suggestions and ReCaptcha spam protection will not work.
Code for custom styling will be disabled if your form is using ReCaptcha spam protection due to ReCaptcha restrictions.