How to Integrate a Form

Video Tutorial:

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There are two ways to integrate your form before you add inputs to your page: API, or HTML. Form API’s let you connect to popular services for easy integration, and HTML lets you embed your own form code.

To connect your service via API:
  1. Click the Forms button in the top toolbar.
  2. In the Configure Forms dialog, click the type of service you want to integrate: Autoresponder, or Webinar. Then, choose your service from the menu.
  3. If you haven’t integrated your service already, you’ll be prompted to open Integrations in a new tab. You can integrate your services (or remove them) at any time by heading to the Dashboard, and clicking Integrations in the left hand menu.
  4. Depending on the service you connect, you’ll be prompted to choose the list you want your form to add prospects to.

  5. Connect the form fields in your service to the form inputs you’ll add to your Convertri page. When you select a field type here, that’s the field the information will be entered into in the autoresponder or webinar service. If you want to collect information that doesn’t have a corresponding field type, you can use any one that isn’t already mapped and match it using the Properties panel when your Form Input elements are selected. Some form fields are fixed, so they cannot be changed.
  6. When you’re done, click Thank You Page URL to enter the URL of the page you want your prospects taken to after they click Submit.
  7. Click Done.

You can connect both autoresponder and webinar services to one form, to sign up prospects to both lists at once: simply repeat steps 2-5 to add another service.

Your form is connected to your page, and you can now add form inputs.

To connect your service via HTML:
  1. Click the Forms button in the top toolbar.
  2. In the Configure Forms dialog, click HTML Forms, New Form, and then Form from HTML Code.
  3. Give your form a name, and enter the HTML code for your form. Click Create.
  4. Click the small arrow to the right of your form name to connect it to the page.
Once you're done:

Your form is connected to your page, and you can now add form inputs.

When a  form is successfully connected to your page, a red check will appear on the Forms button in the top toolbar.