How to Create and Integrate Web Forms with Your Website
How To Create a Form:
The form builder section offers a range of form types that can be created to capture data relevant to your business goals. For example, you can create forms to engage website visitors and gather lead information, or generate forms to gather vital details when someone books an appointment on your calendar.
Once you're prepared to design a custom form, all you need to do is click the Add New Form button. This action initiates the process of crafting a tailored form to suit your specific requirements and objectives.
You can utilize our Website Contact Form template, which offers the flexibility to customize by adding new fields, modifying the layout, and adjusting colors to align with your brand. This way, you don't have to start from scratch.
You can add form elements by clicking on the plus icon at the top left corner.
You can modify the layout and adjust colors to align with your brand. Furthermore, you can enhance the form's appearance by adjusting various styling elements such as background color, padding, font color, and font size. Simply click on the styles & options icon located at the top right corner to access these customization features.
How To Integrate This Form With Your Website:
To seamlessly integrate this form with your website, navigate to the top right corner and click on the "Integrate" button. From there, you can easily copy the embed code provided and paste it into your website's HTML code. Usually website builders will have an "HTML" or "custom code" element that will accept the form's code you coppied from Clinic Conver. This allows for effortless incorporation of the form onto your website, ensuring a cohesive and professional online presence.
How To Integrate This Form With A Workflow
We already prepared the workflow for you to use to integrate the form with Clinic Convert. However, you'll need to adjust it to your specific needs.
To integrate this form into your workflow, follow these steps: Click on "Automation" from the left menu, then navigate to the "1a. Inbound Messages" folder. Open the "Website Contact Form Workflow" and click on the trigger labeled "Website Contact Form Submitted." Select the name of the form you added to your website, and click the "Save Trigger" button. You can also check the SMS and the email confirmation wording, and change it to fit your specifis needs. Finally, save the workflow by clicking "Saved" at the top right corner.
