asdf

Duplicating Forms

To duplicate a form, do the following:

  1. In SharpSpring’s top toolbar, click
    Content > Forms.
  2. In the left panel, click
    cog.png  Options > Manage Forms.
  3. Click the name of the desired form.
  4. On the right side of the form page, click
    cog.png  Options > Edit Form.
  5. Click  cog.png  Options > Save As a Copy.
  6. Click Close.
  7. Click the General tab.
  8. Rename the form.
  9. Click Save Changes.


Click to enlarge.

Deactivating Forms

While you cannot delete forms outright, you can deactivate them. To deactivate forms, do the following:

  1. In SharpSpring’s top toolbar, click
    Content > Forms.
  2. In the left panel, click
    cog.png  Options > Manage Forms.
  3. Ensure the Form Activity drop-down menu is set to Active Forms.
  4. Click the name of the desired form.
  5. Next to the form’s Last Active entry, click
    cog.png  Options > Deactivate Form.


Click to enlarge.

Once deactivated, the form will be moved to the Inactive Forms menu.

Reactivating Forms

To reactivate a deactivated form, do the following:

  1. In SharpSpring’s top toolbar, click
    Content > Forms.
  2. In the left panel, click
    cog.png  Options > Manage Forms.
  3. Click the name of the desired form.
  4. Ensure the Form Activity drop-down menu is set to Inactive Forms.
  5. Next to the form’s Last Active entry, click
    cog.png  Options > Activate Form.


Click to enlarge.

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:

  1. In SharpSpring’s top toolbar, click
    Content > Forms.
  2. Create or edit a form.
  3. Click the Fields tab.
  4. Click the Fields drop-down menu.
  5. Select applicable fields to include in your form.
  6. Click the Elements drop-down menu.
  7. Select appropriate elements to add to your form.
  8. Click the Referral Fields drop-down menu.
  9. Add appropriate referral fields to your form, if necessary.
  10. Click the Special Fields drop-down menu.
  11. Add appropriate Persona and GDPR Consent fields.
  12. Rearrange fields as needed.
  13. Optionally, click the Ask How Did You Hear About Uscheckbox.
  14. Click Save Changes.


Click to enlarge.

Important: An email address is required for SharpSpring to be able to gather form data.
Note: The first time you save a form, an embed code modal window will appear. To continue editing the form, click Close.

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
compass.png Reorder Drag-and-drops fields to reorder their placement in the form.
xgongiveittoya.png Delete Removes the field from the form.
caret.png 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:

  1. In a SharpSpring form, click
    cog.png  Options > Edit Form.
  2. Click the General tab.
  3. Change the form name in the Form Informationsection.
  4. Adjust settings in the Thank You Page section.
  5. Adjust settings in the Form Data section.
  6. Toggle the switch in the Invisible reCAPTCHA section to add security protection to your form.
  7. In the Settings section, choose one of the following Form Language options:
    •   English
    •   Spanish
    •   French
    •   Italian
    •   German
    •   Dutch
    •   Portuguese
    •   Romanian
    •   Turkish
    •   Slovak 
  8. Click Save Changes.


Click to enlarge.

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