An embedded form is a minimally styled, standalone HTML form to embed on your site. It allows you to automatically generate HTML code to embed straight into your website.
Create a new embedded form
Click “Embedded Forms”
Click “Create New”
Enter the name of the form
Choose then successful Submit Action
Remain at form - Once the user submitted the details, it will remain there.
Redirect URL - Once the user submitted the details, the page will be redirected to the specified URL
Display Message - Once the user submitted the details, the form will be hidden and the specified message will be displayed there
Click “Form Fields / Next”
By default, all the new forms will be created with three predefined fields
If you want to edit the existing fields, click the “Edit” icon
If you want to delete the existing fields, click the “Delete” icon
If you want to add new field in the form, click the field type in the right side
The field properties will be opened
Fill the required details
Label - Name of the field to show
People Field - Select the people field where the values to be updated
Is Mandatory? - Whether you want to mandate or not
Validation Message - Display message to show when it’s mandated but the value is empty while submitting the form
Show label? - Show or hide the name of the field in form
Help Message - Tooltip information about the field
Input Placeholder - Short hint about the input
Default Value - Predefined value for the field while loading the form
By default, the new field will be added at the bottom of the form.
You can click & hold on the field, drag up/down to the place where you want.
Click “Form Actions / Next”
Two actions can be done once the form has been submitted
Modify people tag
Send form results
Click the actions which you want to perform once the form submitted
Click Save and Exit
Now the form is created successfully in our app, but the procedure is not completed yet. This form has to be updated on our website. The tracking script of the form to be updated on our website. To know more about the tracking script, click here