Create forms and embed them on your website, or build your own landing page with forms to collect information about your visitors. Then you can track the companies and contacts with form submits and assign a sales rep.
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Viewing forms & landing pages
Forms & landing pages is available to administrators and to users with the Marketing access permission.
- Click Marketing → Forms & landing pages:
- Click either Forms or Landing pages:
Headers
After opening, you'll see a dashboard with a set of column headers:
Sorting
Click a header to sort in ascending/descending order:
Editing
You can edit which headings appear in your dashboard by clicking the tools icon:
Click an option under the fields list to add to your dashboard. You can have up to 8:
You can also rearrange the column order by clicking and dragging options under Selected columns:
Archiving
Next to the edit icon you can click to archive:
An archived form or landing page is still available to visitors, so existing links keep working. In the list it is shown greyed out. To show only archived forms, set the Archived filter to Yes.
To bring an archived form back, click the same icon and then Republish.
Labels
Use labels to sort your forms and landing pages into groups. The Labels panel next to the list shows how many forms are unlabeled and how many have each label. Click a label, or Unlabeled, to show only those forms. Click it again to show all.
To create a label, click the + icon next to Labels, enter a name and click Save. Hover over a label to edit or delete it.
To label forms, select them in the list and click Select label. To take the label off, select them and click Remove label.
Searching
To find a specific form or landing page in the list, enter the first few letters of the name in the Search bar:
Filtering
To filter the form view, click Filter above the tools icon:
To clear active filters, click the Trash icon:
Saving
To save a form view, click the dropdown and then click Save list:
You can also share the list with users and roles with the same permissions as you.
Your saved list is now available under My lists when you click the dropdown: