Inform Lead Capture allows you to create and manage forms that you can place directly on your site.
The application consists of 4 sections as follows:
• New Form
• My Forms
• Lead Form Installer
• Reports
1. New Form
In this section you can create a new form. On top of this page you will notice a preview section where you can visualize your changes.
1.1 From Settings
All fields within this interface are mandatory. Please fill in all the fields:
1. Enter a name for your form.
2. Enter the URL of the site where this form will be placed.
3. Enter the URL of you thank you page. This page will be displayed to your users once they fill out and submit the form from the site.
1.2 Color Layout
In this section you will be able to customize the look and feel of your form.
1. From the drop down menu choose an element to which color selection can be applied. Your choices are: text, background of the form or gradient.
2. Select a color by clicking on the color palette. The chosen color will be applied to the element chosen in step 1.
3. From the drop down menu select the position of your form: On top of the page of bottom of the page.
4. Line 1 and line 2 refer to the lines of text defined in your form. For example line 1 refers to the information requested by the form as defined by you. Line 2 refers to the information that your users will have to fill out.
1.3 Email Notification
In this section you can define an email address from where the form can be sent out to your customers as well as the subject line and the body of the email that will be sent out to them.
1. Enter an email address from which the email will be sent to your customers.
2. Enter a subject line for your email.
3. Enter the content of your email.
1.4 Form Fields
In this section you can create and define the fields in your form.
In order to add and set a new field:
1. Click on the “Add Field” button. A new field will be added.
2. Enter the label of the field. This label will be displayed within the form.
3. Choose a type of data to be entered by your users. Your options are: Text, Checkbox or Password.
4. When done click on the “Save Form” button in order to save all your changes.
Click on “Cancel” to dismiss all your changes.
In order to remove a field:
1. Select a field by clicking on the radio button next to it.
2. Click on the “Remove Field” button in order to remove the selected field.
3. When done click on the “Save Form” button in order to save all your changes.
Click on “Cancel” to dismiss all your changes.
2. My Forms
In this section you are able to see all your existing forms. You may view, edit or delete these forms.
2.1 Edit Form
1. Select a form by clicking on it. The content of the form will be displayed on the bottom of the page.
2. Click on the “Edit Form” button. You will be displayed with the sections described in section 1. Please refer to section 1 ( New Form) for more information.
2.2 View Form
Click on the preview icon of a desired form from the list of your forms. The selected form will be displayed on a new page.
2.3 Delete a form
1. Click on the delete icon of a desired form. You will be displayed with a pop up message requested your confirmation for deleting the selected form.
2. Click “Yes” in order to confirm deletion of the selected form.
Click “No” if you want to cancel the deletion of the selected form.
3.Lead Form Installer
In this section you can install previously created forms to your website.
Note: Please be informed that before installing the form we recommend that you create a backup of your web content in case of unforeseen circumstances. The backup will be placed to your web space to the "mysitebackup" folder. You will be able to restore your web content using the "Restore" button. Also please note that the backup of your web content will be rewritten after the installation of the new form to any of your pages.
1. Select a form you would like to install/uninstall to/from your website from the list.
2. Click on the “Install” or “Uninstall button depending on what you would like to do.
4. Reports
In this section you will be able to view statistics regarding your forms.
1. Select a form from the list of your existing forms
2. Click on the “CSV Report” button in order to download your report in CSV format.
3. Click on the “XLS Report” button in order to download your report in XLS format.
4.1 Delete a report
1. Select a form.
2. Click on the “Delete” button. You will be displayed with a pop up message requested your confirmation for deleting the report for the selected form.
3. Click “Yes” in order to confirm deletion of the selected form report.
Click “No” if you want to cancel the deletion of the selected form report.