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Form Builder

What is Form Builder?

Form Builder is used to capture data from your customers, whether it's an enquiry, an opt in to marketing, or a competition entry. The fields used in the form are completely up to you. The HTML for the form can then be generated and put onto any web page you manage.

Creating a Form.

In Marketing Hub > Form Builder, click Add at the top to create a new form.

Form Settings.

Name	A clear name for the intention of your form - customers will not see this.
Return URL	This is where the customer will be redirected to after submitting the form. It's recommended that you create a 'thank you' page on your main website that can be used for this.
Phone-book to add user into	When a form is completed, it will create a contact record in the system. This determines which phonebook they'll be added to. For booking systems, this should be Customers / Prospects, as customers can be categorised based on various criteria from within the one phonebook.
Add to multi-email campaign	Forms can be used to add contacts into Multi-Stage Emails. When a user completes the form, they will automatically be added to the campaign, and the emails within that campaign will send out to them based on whether they meet the relevant criteria and when the emails are set up to send.
Responsemail list	If you are using Responsemail (most systems no longer are), anyone who completes a form can be added automatically into an email list.
Display type	Generate form in HTML table: this generates a structured form with each field on a new line. Often easier to put straight onto a web-page without much editing. Generate inline form without HTML table: this generates just the form fields and functions, without the structure. If you have a website team who want to make changes to the layout and design of the form, this may be the better option for you. Both options can be generated for the same form. Choose the option, click Save, then click Generate HTML Code in the top right corner. Copy the code and save it somewhere, then choose the other option and do the same.
Send email when a sign-up occurs	Enter an email address for the form details to be sent to a mailbox when a form is completed. The email will contain the name of the form, all fields within the form, and the answers submitted.
Send template email back to customer?	If you'd like an email template to be sent to the customer after they've completed the form (eg. Thanks for your enquiry), you can select this here.
Create an opportunity	If ticked, any form submissions will create an Opportunity/Enquiry in the Sales Hub
Create a project	If ticked, any form submissions will create a Project
Create a company	If ticked, any form submissions will create a company - this is recommended, as FuseMetrix uses Contact and Company records for all users.
Include a honey pot field	This is always recommended to be ticked. Adds an additional layer of security and prevents suspicious or problematic data from entering the system.
Double opt-in template for email signup	If your form is for email sign ups, you can use a double opt-in. This sends an email to the user after they've selected to opt in to confirm their email address. This is used to ensure legitimate interest and quality of data.

Form Fields.

These fields are entirely customisable, and anything entered will populate that field in the system against the contact record, opportunity, project, or even extra info fields.

Click 'Add row' to add a field, and use the dropdown to choose the field to populate. In the Field Label box, enter how you want this field to be displayed on the form, and then select if it's a required field. Repeat this for all fields needed on your form.

Static Fields.

These are fields that are pre-filled when someone completes the form, where you can enter the value. These aren't visible to the customer.
For example, if it's an enquiry form for a specific location, you can use a static field to pre-fill the customer's Main Booking Location to the one they're enquiring for.

Click 'Add static field row' and select the field from the dropdown.
Enter the value you want to pre-fill the field with.

Testing your Form.

It's always recommended to test your form before putting it live on your website.

To do this, generate the HTML code for your form and copy this to notepad.

Go to Products > Categories
If you already have a Website Testing category, you can use this one
If not, you can add one by clicking Add at the top of the category list (this must not sit under your parent website category)
Name the category, and then click the little arrow above the category description box
Click 'Source', and paste in the form HTML
Click 'Source' again, and you'll see the form in the description box
Save the category, and then tick it to show online.
Navigate to this category by going to any live category on your website, and changing the category ID at the end of the URL to the new testing category ID.

Your form will be displayed on this page. Complete the fields and submit the form, and then check that the relevant records have been created and the data has been populated correctly.