Latest revision as of 10:13, 12 March 2012

Overview

Inform Lead Capture allows you to create and manage forms that you can place directly on your site. The application consists of 4 sections as follows:

• New Form
• My Forms
• Lead Form Installer
• Reports

New Form

This is where you can create a new form. On top of this page you will notice a preview section where you can visualize your changes as you work.

Settings

1. Enter a name for your form.
2. Enter the URL of the site where this form will be placed.
3. Enter the URL of your thank you page. This page will pop up once users fill out and submit the form from the site.

Note: All fields in this section are mandatory

Colour Layout

In this sections is where you will be able to customize the look and feel of your form.

1. Select what section you want to customize. Your choices are: text, background of the form or gradient.
2. Select a Colour
3. Select your Form Position
4. Fill in Line 1 and Line 2. These lines will be defined in your form.

Email Notification

This is where you can define which email address from where you form can can be sent out to customers.

1. Enter an Email Address
2. Enter a Subject line
3. Enter the Body

Form Fields

To add a new field:

1. Click Add Field
2. Enter the Label of the field
3. Choose a type of data to be entered by users.
4. Click Save Form

Note: Click Cancel to dismiss all of your changes

To remove a field:

1. Select a field
2. Click Remove Field
3. Click Save Form

My Forms

In this section you are able to see all your existing forms. You may view, edit or delete these forms.

Edit Form

1. Select a Form
2. Click Edit Form

View Form

Click on the preview icon of a desired form from the list of your forms. The selected form will be displayed on a new page.

Delete a Form

1. Click the Delete icon on the desired form
2. Click Yes on the pop up screen to confirm deletion
3. Click “No” if you want to cancel the deletion of the selected form

Lead Form Installer

In this section you can install previously created forms to your website.

1. Select a Form
2. Click Install or Uninstall

Note: Before installing the form we recommend that you create a backup of your web content in case of unforeseen circumstances. The backup will be placed to your web space to the "mysitebackup" folder. You will be able to restore your web content using the "Restore" button. Also please note that the backup of your web content will be rewritten after the installation of the new form to any of your pages.

Reports

To view statistics of a form:

1. Select a Form
2. Click CVS Report to download your report in CSV format
3. Click XLS Report to download your report in XLS format

Delete a Report

1. Select a Form
2. Click Delete
3. Press Yes to confirm or No to cancel