There are three ways to publish a form created in Upsales. Find out how each option works, plus the pros and cons for each.
This article will cover:
- Publishing option: Hosted by Upsales
- Publishing option: Embed on website
- Publishing option: Raw form code
- Finding the form publishing options
Hosted by Upsales
How it works
When you've created your form, Upsales places the form on an Upsales-hosted page.
A URL for the page is automatically created:
You can also get versions to share on social media. You can then track which social media channel gets the most form completions:
Pros:
- No coding required
- No hosting required
- Generate UTM links for social media
- Create custom UTM links
- Recaptcha spam protection
- Updates made to the form in Upsales are published on the page instantly
Cons:
- Not placed on your own website
Embed on website
How it works
To show the form on your website, this is the best way to go.
Simply copy the form code and paste onto your website. The form will then be inserted by iframe technology and shown on whatever page you add it to. You can adjust the form width and height, and the code updates automatically:
Pros:
- Place wherever you want on your website
- Changes made to the form in Upsales are instantly updated
- Custom CSS from Upsales automatically updates
- Custom fonts are automatically updated
- Recaptcha spam protection
- No coding required
- No hosting required
Cons:
- Some restrictions on the level of customisation
Raw form code
How it works
Upsales generates an HTML/Javascript snippet for you to paste onto your website. This option gives you more control over the form's appearance and functions. However, some features may be disabled.
You will also need to paste in the code every time you make a change to the form in Upsales. Otherwise the form will break.
How to apply changes to a form published with the raw form code options:
- Make changes to the form in Upsales
- Copy the code from the raw form code field
- Apply your custom code changes, if you've made any, to the form code again
- Replace the old form code on your website
- Re-publish your page.
Pros:
- Fully customisable in terms of functionality and design
Cons:
- You'll need to manually update the code wherever it's placed
- Recaptcha spam protection not supported
- After-submit-page not supported (you'll need to direct to an external page)
Finding the form publishing options
- Click Forms & landing pages → Forms:
- Click the form you want to publish
- Click Publishing options:
