Brian Cliette

Step-by-Step Guide: Creating and Embedding a Form in ActiveCampaign

Ever wondered how to create a form in ActiveCampaign? You’re not alone. It’s a common question that comes up when you’re trying to streamline your marketing efforts. ActiveCampaign, with its robust features, can seem a bit daunting at first. But don’t worry, we’ve got you covered.

In this guide, you’ll learn the step-by-step process to create a form in ActiveCampaign. Whether you’re looking to capture leads, get customer feedback, or create a sign-up form, you’ll find it all here. So, let’s dive in and start making the most of ActiveCampaign.

Why use ActiveCampaign for your forms?

With numerous alternatives available, you might wonder, “why should I use ActiveCampaign for my forms?” Well, there are countless reasons why ActiveCampaign stands out among its competitors.

Firstly, ActiveCampaign offers a user-friendly form builder. It’s designed with both beginners and advanced users in mind. Even if you’ve no experience in creating online forms, you won’t have a hard time navigating through the tool.

ActiveCampaign incorporates not just a form builder, but a comprehensive marketing automation platform. It isn’t merely about gathering information; it’s about effectively utilizing that information to enhance your marketing strategy. With ActiveCampaign, you can automatically route your leads based on their responses, an advantage less likely to find on other platforms.

Do you want to create a seamless and personalized experience for your customers? ActiveCampaign’s forms are your answer. These forms have deep integrations with the CRM system. So, every bit of data collected feeds directly into your customer relationship management systems for better customer segmentation and personalized marketing efforts.

Finally, ActiveCampaign offers a variety of form types. Whether you want a simple inline form for lead capture or a pop-up form for customer feedback, ActiveCampaign has it all covered.

Let’s take a quick glimpse at the striking benefits of ActiveCampaign:

  • User-friendly form builder
  • Complete marketing automation platform
  • Deep integrations with CRM systems
  • Variety of form types

Now that you know why ActiveCampaign is a good choice for your forms, let’s dive into the step-by-step guide on how to create a form in ActiveCampaign.

Step 1: Accessing the forms dashboard

If you’re eager to tap into the powerful features of ActiveCampaign, popping the lid starts right here, with unveiling how to access the forms dashboard. It’s the thriving epicenter from where you can kick-start your form making journey towards effective lead collection and nurturing.

Begin by launching your ActiveCampaign account. Once you’ve navigated past the login screen, find yourself on the visual interface of the main dashboard. It’s marvelously ergonomic, designed to cater to both tech wizards and first-timers with equal elan.

There is a panel on the left that houses various marketing automation options. Among these, you’ll spot the moniker, ‘Forms’. Click on that, and you’re ready to set foot into a realm steeped in functionality and flexibility. The forms dashboard is a gateway to an array of possibilities that ActiveCampaign offers.

This is where you may take the reins. You can utilize the plethora of options embedded in this platform that beckon to be discovered and explored. While there’s no one-size-fits-all strategy to use this, a few methods consistently deliver impressive results.

You have the leeway to orchestrate a variety of forms, from simple text fields to dropdown menus. With ActiveCampaign, you’ll find ways to integrate customized solutions, no matter your specific user considerations or business needs.

Here on the forms dashboard of ActiveCampaign, you derive the advantage of a user-friendly form builder. With a sea of choices on offer, everything is broken down into easily manageable components. If those features seem overwhelming, do not worry. Upcoming sections of this article will shed light on utilizing each of them with finesse.

Remember, you’re not confined to a linear approach when creating a form. You can traverse the path of imaginative creation, tweaking and tuning your form until it rings true to your unique brand identity and values. ActiveCampaign will serve as a robust toolkit for your journey, empowering you with a slew of dynamic features and functionalities. Whether you aim to captivate leads, amass sign-ups, or boost conversion rates, the forms dashboard offers a bounty of possibilities for you to leverage.

Step 2: Choosing a form template

Once you’re all set up in the forms dashboard of ActiveCampaign, the next step is just as easy: Choosing a form template. The platform provides a plethora of templates, each designed to meet various marketing needs. Whether you’re aiming for e-mail sign-ups, event registrations, customer feedback, or anything in between, ActiveCampaign has a template for you.

To choose a template, simply navigate to the template section. You’ll find it sitting conveniently on the left-hand side of the forms dashboard. Here, you’ll have a bird’s-eye view of all your template options.

Hovering over a chosen template gives you two options. You can either “Preview” the template to have an understanding of its end-user experience, or “Use Template” to pick it outright. It’s always good to preview before choosing, ensuring the template meets your specific requirements.

ActiveCampaign offers templates in three classifications:

  • Standard forms
  • Floating forms
  • Bar forms
  • Standard forms are your typical web forms. They’re used as standalone pages for sign-ups or placed directly on your website.
  • Floating forms hover over your page content. They can either pop up after a visitor spends a certain amount of time on your page or when they’re about to leave.
  • Bar forms sit either at the top or bottom of your website. They’re handy when conducting surveys or requesting little chunks of information like email addresses.

Each style offers a range of customization. Every option, from fields to colours, can be tailored to your liking, maintaining your brand identity across your forms.

Remember, the forms dashboard is more than just a place to create forms. It is a robust toolkit tailored for conversion optimization. As you refine your forms, you’ll find the platform empowering you to captivate more leads and amass sign-ups, ultimately resulting in boosted conversion rates.

Step 3: Customizing your form

Now that you’ve chosen a template, you’re probably eager to dive in and start making it your own. ActiveCampaign’s forms dashboard allows you to customize your form to match your brand’s identity.

Let’s start with adding fields. Fields are the spaces where your visitors will enter their information. Click on the ‘Add New Field’ button to view a dropdown menu that’s loaded with options including: first name, last name, email, phone number, and more. Here’s a quick view of these field options:

Field Description
First Name To collect the visitor’s first name
Last Name To collect the visitor’s last name
Email To gather the visitor’s email ID
Phone Number To collect the visitor’s contact number

ActiveCampaign allows up to 16 fields, enabling you to create a form that collects exactly the data that you need.

Next, you’ll style your form. This includes altering color schemes, text size, and font to maintain a design that aligns with your brand aesthetic. Simply click on ‘Style’ in the settings sidebar and let your creativity shine.

Remember, you’re also able to modify the placement of your form. Do you want it to pop up when your website’s first loaded? Or, do you want it discreetly tucked into the corner of the page? Your call. Choose from the ‘Lightbox’, ‘Floating Bar’, or ‘In-Line’ options.

Finally, consider integrating your form with other marketing tools. This can drive your leads down the marketing funnel, helping you turn one-time visitors into promising leads. You’re offered options like CRMs, email marketing tools, or ecommerce platforms. Navigate to the ‘Integrations’ tab to make your choice.

Step 4: Setting up form actions and notifications

Once you’ve designed your form and chosen its placement, your next task is to setup form actions and notifications. This is a powerful feature of ActiveCampaign that enables you to automate actions which are triggered when a visitor submits your form. Customizing form actions can drastically improve your efficiency in managing leads and nurturing customer relationships.

Begin by clicking on the ‘+Add New Action’ button. Here, you’ll find a variety of actions to choose from. One popular action you may consider is sending an immediate ‘Thank You’ email to the visitor who just completed your form. Immediate acknowledgment enhances your company’s reputation by displaying promptness and professionalism. In addition, form actions tie directly into your overall marketing strategy.

Another noteworthy feature is form notifications. These let you know when someone fills out and submits your form. This allows for prompt response to new leads or inquiries, keeping your business agile and customer-centric. To customize notifications, head over to the ‘Options’ tab and toggle the ‘Form Notifications’ to your desired setting.

Before moving ahead to the final form publishing step, take a few moments to thoroughly check and ensure all form actions and notifications are set up as per your needs. This step plays a pivotal role in transforming how your business interacts with visitors once they’ve completed a form.

In the next section, you’ll learn about publishing the form. This step will provide an insight into how ActiveCampaign forms can be incorporated into your existing website framework, and within a larger marketing strategy.

Step 5: Embedding your form on your website

Now that you’ve configured form actions and notifications, it’s time to get your form up and running on your website. ActiveCampaign makes the embedding process quick and simple, but bear in mind that the nuances of embedding may vary depending on your website host.

First, you’ll need to navigate back to your forms dashboard. Your newly created form should be waiting for you there. To the right of the form name, there’s an ‘Embed’ option. Click on it to open a menu with a variety of embedding options. Choose the one that best suits your needs.

For most users, the ‘Standard Embed’ option is sufficient. This mode provides you with a script tag, which you can copy and paste into the HTML of your website where you want the form to appear. It’s designed for convenience, letting you easily incorporate the form into any part of your site.

However, if you’re looking for a more flexible solution, consider the ‘Raw HTML’ option. This provides the raw HTML of the form, letting you add CSS styles to fit perfectly with your site’s design. It requires a basic understanding of HTML and CSS, but gives you more control over how the form looks and behaves.

In the case your website is built with WordPress, ActiveCampaign conveniently offers a specific WordPress plugin. It allows you to embed ActiveCampaign forms into posts, pages, or sidebars without touching any code.

Finally, remember to test your form thoroughly to make sure it looks right, integrates seamlessly with your site, and triggers the correct actions and notifications upon submission. This step is crucial, as a well-integrated and fully functional form can greatly aid in lead generation and nurturing customer relationships. Remember, if you’re ever unsure or run into difficulties when embedding your form, ActiveCampaign offers comprehensive support and resources to help you through the process.

So, that’s it for embedding your ActiveCampaign form. The next step of the process is all about optimizing form performance. We’ll delve into that in the upcoming section.

Conclusion

So, you’ve mastered the art of creating a form in ActiveCampaign. You know how to embed it on your site, whether through the ‘Standard Embed’ option or the ‘Raw HTML’ method. You’re even familiar with the WordPress plugin that makes embedding ActiveCampaign forms a breeze. You understand the importance of testing your form to ensure it’s working perfectly and triggering the right actions. Now, it’s time to take it a step further. The journey doesn’t end here. The next phase is optimizing your form performance. So, gear up and get ready to dive deeper into the world of ActiveCampaign forms. Your journey to better engagement and higher conversions is just getting started.

What is ActiveCampaign?

ActiveCampaign is an all-in-one marketing platform that helps businesses nurture relationships with their customers through email marketing, automation, sales, and CRM.

What are some embedding options for ActiveCampaign forms?

The article briefly describes two key options for embedding ActiveCampaign forms: ‘Standard Embed’ and ‘Raw HTML’. The ‘Standard Embed’ option generates a script tag that is easy to incorporate into any part of a website, while ‘Raw HTML’ allows more customization of the form’s appearance.

How can I embed an ActiveCampaign form into my WordPress site?

You can embed an ActiveCampaign form into a WordPress site using a specific WordPress plugin mentioned in the article. This makes the process easier and more simplified.

Why is testing the form important?

Testing the form is important to ensure that it works seamlessly with your website and triggers the correct actions and notifications. This way, you can rectify any issues before the form goes live and interacts with your audience.

What comes after the form’s creation and embedding process?

After the form is created and properly embedded, the next step in the process mentioned in this article is optimizing form performance. This ensures your form is efficient and effective in its purpose.

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About me

My name is Brian Cliette; I help brands and entrepreneurs find sustainable paths to sales growth on the social internet.

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