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How to change the internal form name, add custom content to your thank you page, set up form actions and activate custom scripts.

This article covers:

How to open Form Settings

  1. Click Settings → Marketing → Forms tab:

    menu.png

  2. Click the dropdown to find your form location:

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  3. Click the form to open and click Edit form:

    edit.png

  4. Click Settings:

    setting.png

How to change internal form name

Type a new name and click Save & close:

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How to customise the After-submit page

After a visitor has submitted a form, they arrive at an After-submit-page (the 'thank you page').

  1. To customise, click the After-submit page tab:

    after.png

  2. You can edit the title and heading:

    options.jpg

  3. 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 change the content type, click Clear content type:

    chrome_kfRS4MfbOl.gif

How to redirect to another after-submit page

  1. In the After-submit page tab, scroll and click the Redirect to another page toggle, then add the full URL including https://:

    redirect.png

Setting up scores & actions

After a form is submitted, you can add actions to help keep track. For example, assigning leads to a specific user or role.

  1. Click the Form actions tab:

    actions.png

  2. Marketing score is automatically added when a contact submits a form. Change by clicking on the score:

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  3. There's also an Add more actions button:

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  4. 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
    (if the email address unsubscribes from your emails, they'll still receive form submission emails)
    - 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

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Custom scripts

Google Analytics and other services can be added to the form. 

  1. In Settings click Custom scripts and paste custom scripts into the black box:

    custom.png

 

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