Here’s a video overview of how to easily create an Optin Web Form or other 1AutomationWiz custom web forms for your web site.
Let’s take a look at how to configure an opt-in web form, so that visitors to your website can easily subscribe to one of your mailing lists.
This type of web form is linked to from your existing website and hosted on our system, like your shopping cart.
Start by selecting “Custom Forms” from the “Email & Marketing” drop down menu, then select “Opt-In Forms.”
There are two different types of web forms set up to capture visitor information.
A detailed “Questionnaire/Contact” form, and a more simplified “Join Our List” form.
You can see exactly what each form will look like simply by clicking on the “Test” links.
Here we see the default contact form, with two required fields for the visitor’s name and email, as well as some optional fields for their phone number and address.
You can specify additional fields to appear on this form, including custom fields you may have set up, but we will look at that a little later.
You will also notice that any customization you have done to your shopping cart will also reflect on this page.
If you want to change the look of this page or add a different logo, just click on “Cart Look and Feel” from the “Setup” drop down menu.
The “Join List Form” is a more simplified way for your visitors to subscribe to your mailing list without having to provide detailed contact information.
You can copy and paste either of these form links directly into your website and start collecting information right away. Or, you can continue to customize the fields you want to use in your form.
Just remember, the “Questionnaire/Contact” form captures detailed information about your customer or prospect, while the “Join List” form captures just the essentials in order to subscribe someone to your mailing list.
Below that is where you can specify which standard fields you would like to display on your “Questionnaire/Contact” form. Just check the fields that should be visible on your form as well as what information is required.
When you are done, press the “Continue to Step 2” button. On the next screen, you can specify what happens to your prospect once they have submitted either of the opt-in forms.
This first field gives you the option to be notified whenever someone fills in your form.
If you select “Yes,” you’ll be emailed the information your prospect provided on the form. Below that, you can select an Autoresponder or newsletter list to subscribe your prospect to when they submit your questionnaire type contact form.
If you chose “User Selectable,”your prospect will be able to pick and choose from a list of all your Autoresponders.
Keep in mind, you can manually remove Autoresponders from your custom form afterwards.
Next, you’ll see the “Questionnaire Thank You URL” box.
Enter where you want to redirect prospects to after they press the “Submit” button on your form. Why not set up a simple thank you page on your website?
If you leave this field blank, a system-generated thank you screen will be used.
If you plan on using the “Join List” opt-in form type, you can also specify and Autoresponder or newsletter list to subscribe your prospect to, as well as a custom thank you URL.
Next, if you want to completely customize the look of just this web form, you can provide HTML that will appear at the top and bottom of the form.
When you are done, press the “Continue to Step 3” button.
Now, your opt-in forms have been set up, and can be linked from your website simply by copying and pasting either of these URLs into one of your webpages.
To see what your questionnaire or contact form looks like now, just click the “Test” link again.
Now we can see all of the fields that were selected in step one. By default, our software hosts your opt-in web forms and you can easily link to them from anywhere. However, you can insert your “Join List” form directly into the body of your webpage, using the HTML code provided here. This will give you full control over the web form.
Finally, you can also specify which custom fields you would like present on your contact form.
Let’s jump over to the “Custom Fields” screen under the “Email & Marketing” drop down menu.
Here you can see a number of custom fields that were set up for our shopping cart. You can add any of these fields to your contact opt-in form, or create new fields.
Just check the fields you want present and press the “Save Changes” button.
Now, if you return to the “Opt-In Forms” screen and view our “Questionnaire/Contact Form,” you can see our custom fields added to the bottom.