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How do I share my Forms?

Written by Daniel Freire

Once your Marketing Automation form is set up and published, you're ready to start collecting some responses. Marketing Automation forms can be shared in two ways:

  • Using the URL link

  • Embedding the form on a website

Using the link

Easily send your form out using the URL link that is populated by creating the form.

  • In the left-hand menu, navigate to Share > Page Design

  • At the top, you'll see the URL where your form will be hosted on the internet - copy and paste this link anywhere.

  • As you scroll down, you'll see a preview of what your form will look like when published.

Embedding the form

You can also embed your form on your website.

  • In the left-hand menu, navigate to Share > Embed

  • Use the code here to embed the form on your website

  • To the left, you'll see a preview of what the form will look like

*Notes:

  • If contacts are not already on your contacts list fill out a Marketing Automation form, and they will be added to your Contacts.

  • If an existing contact fills out the form, a PDF copy will be uploaded to their Marketing Automation contact profile under Documents.

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