How to Create Pop-Up Forms

Creating pop-up forms can help capture leads and engage website visitors effectively. Follow these steps to create and deploy a pop-up form:

Step 1: Access the Forms Builder

1. Navigate to the “Sites” tab from the left sidebar.
2. Select the “Forms” sub-tab.
3. Click on “Builder” to open the forms builder interface.

Step 2: Create a New Form

1. Click on “Create New Form” to start building your pop-up form.
2. Give your form a name that reflects its purpose (e.g., “Newsletter Signup”).

Step 3: Design Your Form

1. Add Fields: Drag and drop the fields you need (e.g., Name, Email, Phone).
2. Customize Fields: Edit field properties to match your requirements, such as making fields required.
3. Design: Adjust the design elements like colors, fonts, and sizes to match your brand.

Step 4: Configure Form Settings

1. Form Settings: Click on the settings tab to configure form settings such as submission actions and notifications.
2. Confirmation Message: Set up a confirmation message or redirect to a thank-you page after form submission.
3. Integration: Integrate the form with your CRM or email marketing platform to ensure captured data flows seamlessly into your system.

Step 5: Save and Publish the Form

1. Save your form by clicking on the “Save” button.
2. Make sure the form is set to “Active” status.

Step 6: Add Form to Your Website

1. Go to the “Sites” tab again and select the website where you want to add the pop-up form.
2. On the navigations left side above click “Pop-up Settings”

Step 7: Create the Pop-Up

1. Pop-Up Settings: Configure the settings for Pop-up and adjust accordingly
2. Trigger Settings: On the right sidebar, scroll down and configure when to show the pop-up

Step 8: Save and Publish Your Website

1. Save the changes to your website.
2. Publish the website to make the pop-up form live.

Tips

• Test the Pop-Up: Test the pop-up form on different devices to ensure it displays correctly.
• User Experience: Ensure the pop-up is not too intrusive to maintain a positive user experience.
• Monitor Performance: Use analytics to track the performance of your pop-up form and make adjustments as needed.