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The functionality of web-forms allows you to receive information that the user fills in and based on it to automate the process of creating contacts and transactions in Pipedrive.

There are two ways to add the Adlots Web form to the site:

  • using the plugin for WordPress;
  • insert the html-code directly into the page code.

Connection of web forms using the WordPress plugin

The plug-in is an archive that is required for installation and activation in the admin panel of Wordpress.

Next, in the Appearance-> Widgets section, create a new one or use an existing widget, and add a text field to it.

Copy the short code of the corresponding web form and paste it into the text field of the widget created in the second stage.

As a result, the following should appear (see image)

The example shows how the form connection to the footer widget will look.

The widget itself can be placed anywhere on the site.


Download Plugin here

web_form.zip


Inserting html-code of web-form directly into page code

The second way to connect the form to the site is to add HTML form code directly to the page code.

To do this, you need to find the desired form in Adlots Leadgen settings-> Forms section and click "Copy HTML code".

The form code will be copied to the clipboard. All you need is to insert it into the code of the page which you want to connect the form on and apply the necessary css styles to it.

 Read how to create new Adlots Web Form

Form templates are used to create single-type web forms with a recurring set of fields.

If you want to create several web forms with the same or similar set of fields - first create a template, and then create a form using a template.

All available templates are stored with the Leadgen settings section-> Form templates.

Figure 1 - The Leadgen section settings. Form templates.

 Adding a new template

1. To add a new template, go to the Leadgen settings section Form Templates tab. Click "Create Template" and fill in the following fields on the form (Figure 2):

  • title* - the name of the form in the Adlots system;
  • form title - the form header that will be displayed on the site or on the page (may be empty);
  • send data to the mail - specify the mail to which to send trigger messages about the form's fill (may be blank).

2. Click "Save" and the template will be added to the system.

Adding fields

Figure 2 – Adding template form.

This example shows how to add a text field and a form submit button. Read more about field types.


Click "Add Field" for the desired template. On the field adding form fill in the following fields (Figure 3):

  • type - depending on the type of field, a text field, checkbox, drop-down list, etc will be displayed on the form;
  • field name - HTML attribute name for the field;
  • the header - is a label that is displayed next to the input field;
  • placeholder - is a short clue that describes the expected value. It is displayed in the text field until the user enters the value.


Figure 3 - Adding a text field.

Click "Save" to complete the operation of adding a field.

To add a submit button, click "Add field" for the desired template. Fill out the following fields on the form (Figure 4):

  • Field type, select "Send button";

  • header - specify the text that will be displayed on the button.

Complete the procedure of field adding by clicking «Save» button.

Figure 4 - Adding a submit button.

If for some reason you have forgetten to add the submit button - you will see a warning message " no send button".

List of template fields

A field list of a particular template can be viewed by clicking the "Total" button. On this page you can perform such actions (figure 5):

  • view summary information about all fields of the template;

  • add or remove fields;

  • edit existing fields;

Figure 5 - Template page

Field Types for a Form Template

Using a custom set of fields, you can build a form that will allow you to get the most valuable customer data for you. Using typed fields prevents incorrect data from entering into form fields and minimizes typos and errors. For example, the user will not be able to enter alphabetic characters in the field with the type "phone". Below is a list of all available fields:

  • single-line text;

  • e-mail;

  • phone;

  • URL

  • password;

  • text;

  • number;

  • checkmark;

  • radio button;

  • drop-down list;

  • file download;

  • delete button;

  • send button.

Editing a template

To edit a template in the Leadgen settings section Form templates, click the Edit button. A form will appear in front of you which is similar to the form of the adding. Edit the required fields and click "Save".

Creating a form from a template

To create a form from the template, go to the Leadgen section of the Web Form settings. When creating the form (link to the doc on this section) select the desired template in the "Create from template" field.


Web forms are used for posting on websites and landing pages. With their help you can get information from visitors using the typical fields: text field, checkbox, drop-down list, button, etc.

Managing web forms and a set of fields is performed in the Leadgen settings → Forms section.

Figure 1 - Leadgen settings→Forms section.

Creating a new form

To create a new form, go to the Leadgen settings→Forms section and click "Create form". Fill in the following information in a new window:

  • Title* - the name of the form in the Adlots system;

  • Form Title - the title of the form to be displayed on the page; select one of the values for the successful form sending message:

    • url for redirection - if you need to redirect the user to a new page after sending the form. A link to this page is specified in the input field;

    • a message of gratitude (success) - if you need to show the user a message in the pop-up window after sending the form. Type the message in the input field.

  • Website* - from the drop-down list, select the websites which the form will be placed on;

  • Create from the template - leave this field blank if you do not want to use the template;

If you want to use a template when creating the form, select one of the available templates from the drop-down list and in the "Strictly depends on the template" field, specify "Yes" if the form and the list of its fields can be edited only by changing the template (used in cases when it is necessary make changes to several forms simultaneously). If the form does not depend on the template, specify "No" in the field "Strictly depends on the template".

  • send data to the mail - specify the e-mail addresses (separated by commas) where to send data about sending forms;

  • mail template - from the drop-down list, select the template for the letter that you want to send the user after he sent the form.

Adding fields

Figure 2 - Adding a form 

This example shows how to add a text field and a form submit button. Read more about field types.

Click "Add Field" for the desired form. On the field addition form, fill in the following fields (Figure 3):

  • type - depending on the type of field, a text field, checkbox, drop-down list, etc will be displayed on the form;

  • field name - HTML attribute name for the field;

  • header - is a label that is displayed next to the input field;

  • placeholder - is a short clue that describes the expected value. It is displayed in the text field until the user has entered a value.

Figure 3 - Adding a field

Click "Save" to complete the procedure of adding a field.

To add a submit button, click "Add field" for the desired template. Fill out the following fields on the form (Figure 4):

  • field type, select "Send button";

  • header - specify the text that will be displayed on the button.

Complete the procedure by clicking «Save».

Figure 4 - Adding a submit button.

If for some reason you have forgetten to add the submit button - you will see a warning message " no send button".

List of form fields

A field list of a particular form can be viewed by clicking the "Total" button. On this page you can perform such actions (figure 5):

  • view summary information about all fields of the form;

  • add or remove fields;

  • edit existing fields.

Figure 5 – List of the form fields

Field types

Using a custom set of fields, you can build a form that will allow you to get the most valuable customer data for you. Using typed fields prevents incorrect data from entering into form fields and minimizes typos and errors. For example, the user will not be able to enter alphabetic characters in the field with the type "phone". You will find a list of all available fields below:

  • single-line text;

  • e-mail;

  • phone;

  • URL;

  • password;

  • text;

  • number;

  • checkmark;

  • radio button;

  • drop-down list;

  • file download;

  • delete button;

  • send button.

Editing a form

To edit a web form in the Leadgen settings→Forms section, click the "Edit" button. Edit the required fields and click "Save".






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