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Duplicating Forms
To duplicate a form, do the following:
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Deactivating Forms
While you cannot delete forms outright, you can deactivate them. To deactivate forms, do the following:
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Once deactivated, the form will be moved to the Inactive Forms menu.
Reactivating Forms
To reactivate a deactivated form, do the following:
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Once reactivated, the form will be moved to the Active Forms menu.
Adding Form Fields: The Fields Tab
The Fields tab contains the options necessary in inserting, modifying, and customizing form fields.
You must have at least one field before you can save a form. To add fields to your SharpSpring form, do the following:
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Important: An email address is required for SharpSpring to be able to gather form data.
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Note: The first time you save a form, an embed code modal window will appear. To continue editing the form, click Close.
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For information on editing custom field content, such as custom drop-down field selections, refer to Creating Custom Fields.
Rearranging Fields
At any time during the form creation process, you can rearrange or otherwise modify the fields inserted into the form. Hovering over a field will display the following three icons:
Icon | Modifier | Description | |
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Reorder | Drag-and-drops fields to reorder their placement in the form. | |
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Delete | Removes the field from the form. | |
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Options | Additional options, including hidden specification, default value, and lead type. |
Fields Best Practices
When adding fields to SharpSpring forms, it is important to keep the following in mind:
- Forms should contain a maximum of four or five fields. Listing more fields is usually too much, as too many fields bloat the form in both style and substance.
- You can choose how fields show. Some fields can be set to always show or only show if a lead has not filled out that field before.
- Check the Autofill Data toggle to fill data automatically. This lets associated fields auto-populate with a visitor’s information if they have already filled out that field.
- Utilize the Create Custom Fields link. Custom fields allow you to better customize and specializeforms.
- When using referral fields, be aware that the fields do not establish tracking. Referral fields do create a second contact record for that referral. When using referral fields, send an email to that referral stating that they were referred. This encourages the referred visitor to visit your website and/or fill out a form to establish tracking.
- When using the How Did You Hear About Us feature, the option will add a field at the end of the form where your visitor can add themselves to a campaign in SharpSpring. This feature is available just in case one of your current campaigns did not catch them.
- You can integrate SharpSpring forms different webinar platforms. SharpSpring has integrations with both WebEx and GoToWebinar. This allows you to add events or webinars as form fields. This way, when visitors fill out your form, they are also registered in WebEx or GoToWebinar.
Editing Form Metadata: The General Tab
The General tab contains options to edit metadata and other important pieces of form information. To modify a form’s metadata, do the following:
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Note: Google’s invisible reCAPTCHA tool protects your forms from spam and other types of automated abuse. This happens behind the scenes without requiring a user to click
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