Step 2 - Copy Form, Options & Integration
Copying the Form
- Go to the Demo Dental Account
- go to Marketing > Form Builder
click on the form, select copy
Next, rename your form to suite your new campaign and select the client the new form should be placed in.
Modifying Form Options
After this, go back to the client you are setting up the campaign for and go to
Marketing > Form Builder > Select New Form
Go to Options and make sure "sticky contact" is selected
Modify On Submit URL
Next, you need to update the "on submit" option to send the completed form user to the thank you page of your funnel.
Integrating Form into Funnel
Its important to note that you must use the funnel element "form" and not embed the iframe. The funnel element will pass the form data to the next page while the iframe will not.
make sure you select the right form for the campaign from the dropdown in the form settings.
save changes and you're done!
Updated 03 Mar 2023
Did this page help you?