Forms are used to display special offers to customers when they land on your site. Each form contains information about the offer, as well as a “Call to Action” (e.g. signing up to a mailing list). Forms are customisable in terms of the colour scheme, imagery, and content.
If you're accessing the App for the first time, you can access this function by clicking on Create a pop-up form in the Dashboard:
You can also click on Pop up forms in the left-hand menu, and when you're in the forms dashboard, you'll see the following:
1. A list of pre-populated templates that you can use for your forms.
2. An overview of the settings configured for each form:
- Target - whether the form is configured to show on all or specific pages of your shop.
- Delay - how much time is set to elapse between customers landing on your site and the form being displayed.
- Region - whether the form is set to display in all regions or specific geographic location.
- Numbers Collected - volume of lead data captured when customers engage with the form.
- Status - whether your from is a Draft or Active.
To create a new form, click on New Form in the top right:
You'll then be taken the form design wizard which has three section tabs:
1. Design
2. Content
3. Settings
Designing your Form
Click on the Design tab to access the design editor, and complete the steps:
1. Choose your background colour by clicking in the box under "Background colour" and then selecting your preference from the colour palette:
2. Select a feature image to appear at the top of the form by clicking on the "Add Image" button and selecting a file from your device (optimal size for feature images is 100px high by 500px wide):
3. Optional - Choose a "Hero" image - this is a vertical image that will appear up the side of your form (optional size for hero image is 900px high by 600px wide):
4. Optional - choose a mobile background image. This is an image that will form the background of your form if someone is viewing it on a mobile (optional size for mobile background image is 900px high by 600px wide):
When adding a mobile background image, you should pay special attention to the way the image interacts with the colour of the text in the form. You may want to adjust the brightness and contrast of the image or you can adjust the text colour so that text stands out more clearly.
5. Choose your Heading Styles and Text Colours by repeating the same process as above: to choose colours, and choose the heading style (i.e. the font size) from the drop-down lists. The larger the number, the smaller the heading - e.g. Heading 1 is the largest heading text, while Heading 5 is the smallest:
4. Choose your Button colour and Button Text Colour using the same method as above:
Customising your Form Content
Click on the Content tab to access the content editor, and complete the steps:
1. Enter your Heading text, the Subheading text, and the Button text:
2. Enter your Success heading and subheading text. This is the notification that the customer will see when they successfully complete the form that appears when they click the button in this form: 
Editing your Form Settings
Click on the Settings tab to access the settings editor, and configure desired settings:
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1. Target - this is where you choose where to display your form. You can choose to show it on all pages in your shop, or specific pages. |
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2. Delay - This is the amount of time you want to elapse between your customers landing on your site and the form being presented to them. You can choose to have the form appear immediately, or you can set a delay (shown in seconds) |
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3. Region - this is where you choose your audience in terms of their geographical location. If your offer is not dependant on location, you can choose “All Countries.” If your offer has a location restriction (e.g. “Free Shipping in Australia”) then you can choose the specific countries in which to show the form |
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4. Data - this is where you can configure the lead data captured when your customers fill out the form. You can allocate a specific tag to be applied to the customer data, as well as select whether you'd like to collect the customer's name and contact number. If you check the box to collect the customer's personal data, there is also and optional field to include their email.
Important - if you decide to collect a customer's personal data, it's a legal requirement to include a copy of your privacy policy, so don't forget to add the link to the Privacy Policy URL field at the bottom. |
Once you're happy with your form, click Save and activate:
