Get ready for the fifth video in BombBomb’s Getting Started series!
We all like feedback and information about our contacts, but sometimes it can be kind of a pain to gather the details you want and rally new people to join your communication circle. Enter: the lovely world of forms.
In this video, we’ll teach you how to create forms that can help you with these debacles. You’ll get to learn how to optimize the form function, making opt-ins and information collection as easy as possible.
We’ll show you the process of creating a new form, adding images or videos, formatting customization, form options for your lists or contacts, previewing your landing page, and form metrics.
Check out this video so you can get fancy schmancy with your opt-ins.
If you'd prefer to read, here's a step by step:
To gather information, you can create forms or landing pages right from your BombBomb account. To make a new form, go to the Forms tab and click the "New Form" button. This will take you to the form editor.
There are several different options you have for customizing your form. To start, you can take a look at the default landing page of your form. Scroll down the page on the form editor and click on the form URL, and you will see what the form looks like in its default state.
Back in the form editor, you can customize the text that's displayed on your form. When you hover over a section, you'll see an "Edit" link. Click this link to edit the text in your form. You can also add an image or a video to this portion of your form! To save your changes, click the "Save" link.
Each of the fillable fields in your form can be customized as well. The only field that BombBomb requires is the email address field, as this is the primary source of information you need to send emails. However, you can make any field "required" by hovering over a field, clicking "Edit," and checking the box next to "Required Field." This is also where you can change the text of the field.
You can rearrange the order of the fields on the page, too. Hover over a field, and then click and drag the arrow toggle up or down to reorder your fields.
To remove a field, hover over the field and click the "Remove" button.
To add a new field, go to the "Create and Add a New Field" section and type in the text of your new field. Then click the "New Field" button to save.
You can change the look and feel of your form by choosing a theme. Scroll down to the "Theme and Preview" section to select a different theme for the appearance of your form.
Under "Form Options," you can name your form. This is a good practice to get into if you use a lot of forms so you can keep them organized.
There are some processes you can initiate for people who fill out your form. In the form options, you can select from the dropdowns on the left side to automatically add contacts to a list, automatically send contacts an email, or automatically add contacts to an automation you've created - all once someone has filled out your form.
At the bottom, you can create and edit a message for the person to see once they click "Submit" after filling out your form. Or, if you'd prefer, you can provide a website to redirect the person to once they've filled out your form.
Once you've finished, you can click on the form URL to preview your form.
You can even test your form by filling out the fields and submitting the form.
If you've automated any processes, such as sending contacts who have filled out your form to a list, check out the list you've sent them to and ensure the email address populates. Then, you can send emails directly to this list of people who directly opted into receiving your emails!
To view the tracking statistics of your form, go to the Forms tab and click the "Track" icon over your form. This will show you a list of all the individual responses to your form.
You can also embed or share your form on another site, which is extremely useful when you're out and about. Click the "Embed" icon over your form in the Forms tab. This page will show you a direct URL for your form, a hyperlink for your form, and even an embed code so you an embed this form onto your own website.