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 1: Hosted by Upsales
- Publishing option 2: Embed on website
- Publishing option 3: Raw form code
- Where to find 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
- Changes you save to the form in Upsales are published on the page automatically
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.
Copy the form code and paste it onto your website. The form is inserted as an iframe and shown on whatever page you add it to.
Set the Width and Height (in pixels) before you copy the code. The size is written into the code you paste, so it does not change on your website when you change the form. The suggested height is calculated from the form's fields. If you add fields to the form later, copy the code again and replace it on your website, or the bottom of the form will be cut off.
Pros:
- Place wherever you want on your website
- Changes you save to the form in Upsales are updated automatically, apart from the width and height
- Custom CSS from Upsales automatically updates the form
- Custom fonts are automatically updated
- Recaptcha spam protection
- No coding required
- No hosting required
- Toggle to Disable visitor tracking:
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, but reCaptcha spam protection and the after-submit page are not supported.
The code is only shown when the form has no reCaptcha and redirects to a link after submit. Otherwise the Raw form code field lists what needs to change, with a button for each:
- Disable spam protection removes reCaptcha from the form.
- Change after-submit-page to redirect to link lets you enter the link visitors go to after submitting.
If the form has custom scripts, they are not included in the raw code. Copy them from the info box next to the code and add them to the same page.
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, and copy the custom scripts if the form has any
- 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)
Where to find the form publishing options
- Click Forms & landing pages → Forms:
- Click the form you want to publish
- Click Publishing options. The options are on the tabs Hosted by Upsales, Embed and Raw code: