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Module 6 of 12 · Contacts, inbox, forms and booking · Lesson 10 of 15

Share a form and decide what happens to each submission

Copy the public link or embed code, set the success message, tags and chat thread, and show your company details.

5 minBeginnerFor: Agency owner or manager, Team memberLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

A published form has its own page and can also sit inside any website. The Settings box in the editor decides what the visitor sees after submitting and what ItzSEO does with the answers.

By the end you can

  • Share a form by link or embed
  • Set the success message, redirect and tag
  • Show company details beside the form

Screens used

Before you start

  • A published form (see Create a lead form).

Steps

  1. 1

    Copy the link

    On: Form editor

    At the top of the editor find Public link: and press Copy link. Send it in an email or message, or use it in an ad.

    You should see: Opening the link shows the form on its own page.

  2. 2

    Embed it in a website

    On: Form editor

    Next to Embed: press Copy embed snippet and paste the code into the website where the form should appear.

    You should see: The form shows inside that web page.

  3. 3

    Set what the visitor sees

    On: Form editor

    In Settings set the Submit button label and the Success message. To send people to a thank-you page instead, paste its full address in Redirect after submit.

    You should see: The button label and message are yours.

  4. 4

    Tag and record the lead

    On: Form editor

    Type a tag in Tag created contacts, for example "website-lead". Keep Create a CRM contact from mapped fields ticked so each submission becomes a contact.

    You should see: New contacts from this form carry the tag.

  5. 5

    Show your company details

    On: Form editor

    In Company information type the Company name and add your Websites and Portfolio links, one address per line, up to six each.

    You should see: The form's own page shows the company name and links beside the form. Embedded forms are unchanged.

  6. 6

    Save and test

    On: Form editor

    Press Save, open the public link and submit the form once with your own details.

    You should see: The submission appears in the form's submissions, and a contact is created.

Tips

  • Change the last part of the link under Form URL before you share it. Changing it later breaks links already shared.
  • Duplicate this form on the Forms page copies a form with all its fields and settings.

Troubleshooting

"That URL is already taken — pick another."
Another form uses that address. Change the last part of the Form URL.
A submission arrived but no contact was created.
The form's name, email and phone fields must be mapped to the contact. Open the form and check the mapping (see Create a lead form).

Reference articles on this topic

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