SharpSpring enables you to create a form that you can easily embed on your site without ever having to repost the code. Sharpspring can track three different types of forms- SharpSpring, Native and 3rd Party. This support article focus on creating SharpSpring forms . If you're looking to find out how to map a native or 3rd party forms, click here.
The following video will show you how to create a SharpSpring form. However, if you prefer, a written step-by-step guide is available below the video for your convenience.
Step-by-Step Guide on how to Create a SharpSpring Form
Step 1: Click the green “New” button located in the top right corner of the app.
Step 2: Select “Form” in the drop down menu.
Step 3: Name the form.
Step 4: Select “SharpSpring Form."
Step 5: Choose how you want all the the visitors who fill out the subsequent form grouped. The choices are lead, qualified lead or contact.
Step 6: Click on the blue “Continue” button.
Under “Form Information” field, you can change the form name if desired.
Step 1: Enter the “Thank You” page URL if desired. This thanks a person for filling out the form by sending them to a custom “Thank You” page.
(Note: If the “Thank You” URL field is left blank, by default, SharpSpring will automatically display a generic “Thank You” page for anyone who fills out the form.)
Step 2: Enter a Postback URL if you have a 3rd-party service you want Sharpspring to post the form data to.
Step 3: Choose if you want the form data to be sent to your “Thank You” page.
Step 4: In the drop down box, choose how you want the website visitors who submit information on the form grouped. You can choose "Unassigned," "Qualified Lead," "Unqualified Lead" or "Contact."
Step 5: Click on the green "Save Changes" button located in the bottom right corner of the page.
(Note: Make sure you Save Changes before navigating to the other tabs.)
Step 1: Once you have saved your changes in the "General Information" tab, click on the "Fields" tab.
Step 2: Click the green “Add a Field” button.
Step 3: Select the Fields you want in your form.
It's common practice to have 4-5 fields. Seven or more fields is usually too much.
An email address is required for SharpSpring to be able to gather form data.
If you would like to create “Custom Fields” to add to your form, more information can be found here.
Step 4: When you're finished, click on the green "Save Changes" button in the bottom right corner. Before clicking on the "Styles" tab.
A quick note about CSS: If you want your form to have the look and feel of your website, paste your CSS URL in the “Form CSS” field.
Step 1: You can create a custom “Call To Action” button. You can change the size, color and text of the button.
Step 2: Click on create “New Button” and change the settings in the popup menu to fit your needs.
The “Advanced” tab allows you to go beyond the basic editing including, Top Gradient Colors, Bottom Gradient Colors, Hover Text Color, etc.
To use the Sharpspring default button, click the “Presets” tab.
Step 3: Click the blue “Save” button
Step 4: Enter the “Submit Button” text and click the green “Save Changes” button.
Step 5: Copy and paste the embed code anywhere on your site where you want the button to appear. More information on creating a custom form button, can be found here.