To create a form follow the steps below:
Form > + New
This button will take you to the page to fill in the data for the form you want to create.
On the form creation page, we have several fields and options to use. Let's start by filling in the Form name.
Next we have the optional fields which are:
Category, Form attributes and Description.
Category: You can assign a category to your form so that your Workflow stays organized. Remember that after assigning a category to your form, it will be displayed in the list of created forms.
Form attributes: This field is for advanced users who want to add attributes to the form tag. For example, by adding the attribute (index="1"), the form tag will be updated to (<form index="1" …).
Description: With this field, you can describe the reason why the form was created, as well as note how it should operate. This field is highly recommended so that your company's Workflow remains organized.
In the Actions, you will choose what will happen to the Lead after they fill out the form.
It is possible to configure whether the actions will execute only once or not. If the answer is "YES", when a Lead fills out this form again, the actions does not will be executed a second time.
Enable API Meta conversions API is optional.
The Conversions API is a way to share event data, online or offline, from your server with Meta Ads. With it, you can choose which data you want to use to improve your ad campaigns. For example, you can send data about purchases, sign-ups, contacts or visits that your customers make on your website. This data can help Meta Ads find the ideal audience for your ads, show more relevant and personalized ads to your customers Settings:
PUBLISHED: For the form to remain active, you must keep the “Yes” option selected.
KIOSK MODE: We will send a new Lead for each form submission, even if the form is submitted multiple times.
OVERWRITE INFORMATION ON REPEATED SUBMISSIONS?: If the answer is "YES", when a Lead fills out this form repeatedly, we will replace the Lead's information with the new submission. If this option is "NO", we will save it in the Lead's history, but we will not replace the information.
RESOLVE CONFLICTS AUTOMATICALLY?: If the answer is "YES", when a Lead fills out a form with information that conflicts with another existing Lead (based on the conflict settings), we will resolve the conflict automatically. This option cannot be enabled simultaneously with the "Block submission when conflict occurs" option.
BLOCK SUBMISSION WHEN CONFLICT OCCURS?: If the answer is "YES", when a Lead fills out a form with information that conflicts with another existing Lead (based on the conflict settings), a warning will be shown to the Lead, preventing the form from being submitted. This option cannot be enabled simultaneously with the "Resolve conflicts automatically" option.
ENABLE PARTIAL SUBMISSION: If the answer is "YES", when the Lead finishes filling out a field, we will send it to the system even if the "Submit" button has not been pressed. This does not cause the Lead's data to be saved, but the information will be shown in the history.
REDIRECT ON SUBMIT: Forward the Lead to another URL after the form is completed.
UNARCHIVE THE LEAD WHEN SUBMITTING THE FORM?: If the Lead is archived when they submit this form, they will be unarchived automatically.
Edit Form > Open builder.
Here are all the Tools to customize your form.
Add the questions you want to ask your respondents, choosing among various types such as multiple choice, checkbox, short text, long text, grid, date, time and others.
Customize the design of your form by changing the colors, images and fonts to match your brand or purpose.
For Warning, Error or Success messages of the form, drag the image icon below:
Click the message and set which type it will be, Error or Success:
Set the form name and then click save:
Done, your Form will be created.
