Change the internal form name, add custom content to your thank you page, set up form actions and enable custom scripts.
This article covers:
- How to open Form Settings
- How to change internal form names
- How to customise thank you pages
- How to redirect to another after-submit page
- Setting up form actions
- Custom scripts
- Save your form
How to open Form Settings
- Click Settings → Marketing → Forms & landing pages → Form you want to update:
- Click Edit form:
- Click Settings:
How to change internal form name
Type a new name and click Save & close:
How to customise the After-submit page
After a visitor has submitted a form, they arrive at an After-submit-page (also known as a Thank you page).
- To customise, click the After-submit page tab:
- You can edit the title and heading:
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You can also add a content type that will show with the text. The available content types are:
- Button: Add a button with custom text and link
- File: Let the visitor download a file by clicking either a button or image
- Image: Show an image
- Text: Add as much text as you'd like with a rich text editor
- Video: Let the visitor watch a video
Click your choice and add the content type. To go back or remove the content type, click Clear content type:
How to redirect to another after-submit page
- Still in the After-submit page tab, click the Redirect to another page toggle:
- Add the full URL including https://:
Setting up form actions
After a form is submitted, you can add actions to help keep track. For example, assigning leads to a specific user or role.
- Click the Form actions tab:
- Marketing score is automatically added when a contact submits a form. Change by clicking on the score:
- There's also an Add more actions button. Click this to add one or more of:
- Send notification email
Add email addresses and edit the subject and content, just like in an ordinary email editor.
- Assign
Choose an Upsales user or role that will get assigned the lead
- Update company
Choose company settings that can be updated for a company submitting the form.
- Update contact
Choose contact settings that can be updated for a contact submitting the form.
- Send webhook
Add custom webhooks (based on Triggers) to take actions after form submissions
- Create activity
Create an activity after a form submission
- Plan phone calls
Set up a phone call to the contact submitting the form
- Send template
Send a previously created email template to a contact submitting the form.
Custom scripts
Google Analytics and other services can be added to the form.
- In Settings click Custom scripts and paste custom scripts into the black box:
More about custom scripts and the different publishing options