Sales pipeline automation in Onboarding forms

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okay in this video we're gonna talk about the form builder under marketing I have some pre-populated forms because of the snapshot if you wanted to create a new form we'd hit create new form and then we'd start building it okay let me go back to the form builder and let's just edit one of these it's already started with some content so these are fields each one of these are different fields that we're asking the person that lands on this form to fill out okay now over here you have all the different options of different fields that you can add and you just grab one and slide it over so all these would be fields styling you can do inline forms which are like they're inline in rows like that or you can show the label which is what the name is each one instead of just the placeholder you can design it the different background colors border-radius if you know CSS you can do that and then miscellaneous agency branding is right here if you turn that on it's gonna put the high-level automation logo so you can turn that off now options you have the form name like what you're gonna name it and then once they hit you know they're done with a form and they hit this button where do you want them to go it can open up your hell so you'd put your next step in your funnel here or your thank-you page or the offer that you're going to give them URL to that page things like that or you can have the have it give them a message like a thank you message and you'd put it in here and then if you wanted to have it pixeled with Facebook you put your pixel ID right here now a sticky contact put that it says sticky contact will autofill contact information previously entered so you don't have to enter it twice so if you went from a survey to a form if they're both sticky contact and they went from one to the next it should auto fill out their contact information now some browsers do block that depending on their settings but I always recommend using sticky contact it's no fun to type the same and from twice right after each other so now let's go to there's the standard fields which ones that are become native okay and now like the first name is a native field now first name we didn't how we didn't show the names of their the field title but we did the placeholder and then we can make this required field or we can make it not required we can you know have it be a hidden field so let's make it required and then last name let's make that required I always have email and phone is usually always such a required because you need that stuff to be able to market to them but name and phone number is not technically required you can have blank contacts but I don't recommend it custom fields are things that you set up in advance through the settings so let me show you what that looks like I'm gonna go over to settings custom fields see all these custom fields that were pre-populated that's the benefit of having a probe inapt shot now I'm going to show you what these are to explain it if let's say this bottom one which says what areas of your life are affected by pain choose all that apply basically it's a checkbox that was gonna ask him all these different possible values and they're gonna check those boxes off it's kind of like a survey type of one then you can add these little boxes to these specific questions that aren't just name you know address phone everything like that so let's create one real quick add a custom field and let's do a single option let's do what's your favorite color placeholder I'll say what's your favorite color contact type is contact and let's go with bread each one each line is a separate value so it's only one entry per line and then when we're done you can hit save it should be at the bottom or down here what is your favorite color so now let's go back to the form builder over here let's go back to edit this form and let's pick custom fields let's find what's your favorite color we're gonna do is we're going to drop this below your cell phone number yeah you can't choose it right here so I'm gonna show you how we're gonna look at it right in a second but it's my wondering just set up is right there when we're done adding all of this you'd hit integrate form at the bottom here and then here's the embed code and then here's the link okay so I'm gonna copy this and I'm gonna go to that and here's your thing here's the form and then look at this red orange this is exactly what I had in here and there you go there's got some form now where that will show up let me go back here yeah back where that will show up is under contacts Adam demo here and then it'll show up under additional information if I filled it out what's your favorite color it'll show that I selected green okay that's where it'll show up now you can also copy I it form or you can delete a form and then you also have form IDs right here and that's how the form builder works