Forms | Zoho LandingPage User Guide

Forms

Forms play an important role in lead generation. Your landing page form plays a deciding factor with respect to the information your leads provide, your  landing page's conversion rate, and the overall success of your marketing campaign. 

In Zoho LandingPage, you can create a webform within minutes by using the drag and drop builder. You can also reuse a form you've already created another landing page. 

Using Native forms in landing page

  1. In the Zoho LandingPage builder, Click Insert on the top left corner.
  2. Click Forms on the left pane and choose Native Forms .

  3. The forms available in your account will be listed on the left pane and you can see a preview of a form by clicking it. 
  4. You can perform one of these three actions:
    1. Add a form from the existing list - The form you choose from the list will be inserted in your landing page. 
    2. Clone an existing form to create a new form - The existing form will be cloned, and you can add or remove fields and make changes to the form before inserting it in your landing page. 
    3. Build a new form from scratch - You will be redirected to the form builder from where you can create a new form from scratch. 

Creating a New form from Scratch

  1. To create a new form from scratch, follow steps 1 to 4 mentioned in the section above and choose the Build a new form from scratch  option.
  2. In the form builder, you can find the form fields on the left pane. 
  3. Click on the required fields to add them to the canvas to build your custom forms. You can drag and drop the fields in the canvas to rearrange them. 
  4. The right pane contains Form Properties and Field Properties. 

Field Properties

  1. You can click on a field to access the field properties. 
  2. Under field properties, you can edit the field label, add field instructions, and set mandatory validations. 


Assign Values to a field

If you include dropdown, checkbox, or radio fields in your form, you have the option to assign values to the various options. 


Instead of the original field options, the form entries will contain these assigned values. Additionally, when you integrate the landing page form with other services, the field values will be transmitted instead of the options themselves. 


Adding hidden fields 

Hidden form fields are valuable tools in lead generation. They can be used to track lead sources that help assess the effectiveness of different marketing campaigns and gather user demographic data for segmentation and personalization purpose.

1. In the form builder, click on Hidden Field to add a hidden form field to your landing page form.



2. Rename the Field Label and Field Link Name as required and click Save to save the changes in your form. In the landing page builder, click Update to apply the changes to your landing page.



3.  With the  Form Link Name  in Form Properties and  Field Link Name  in Field Properties , use the following code format to push values from the url parameter.
Notes
 zsf_[form_link_name].[field_link_name]

When customers submit a form in this landing page, the hidden field is auto-filled from the url parameter.



5. Users can now view leads from this landing page along with the hidden field data in Page Analytics> Lead List . This can be very useful in analyzing different landing page campaign performances, audience segmentation and precision targeting.



Form Properties

Under form properties, you can modify the following.
  1. Form Name - The name of your form, which also appears as the form header in the page.
  2. Form Link Name - A form link is used to append parameters to prefill form fields.
  3. Submit Button Text - The label of the CTA button to complete the form submission. 
  4. Success Message - The text that is displayed when a form has been submitted successfully. 
  5. Submit Action -  The lead to another landing page, web URL, or a downloadable file after a successful form submission. 
  6. Captcha - A one step verification with a Captcha to avoid spam entries. 
  7. Scheduled Data Collection - To restrict entries in a form within a specified date range. 

Form Submit Actions

When a visitor submits a form on your landing page, you can choose one of the following actions as a next step:
  1. Redirect to another landing page created using Zoho LandingPage.
When you select this option, you will see a list of pages created in your Zoho LandingPage portal. You can select a page and save your settings. 

  1. Redirect to any web URL of your choice. 
When you select this option, you can enter a valid URL of your choice in the input box and proceed to save your settings. 

  1. Download a file of your choice. 
To let your visitors to download a file after submitting a form, you can pick a file from a list that you have already uploaded, or add a new file in the file manager. 


Enabling email notifications for landing page forms

Email acknowledgments play a crucial role in business communications, especially when customers submit a landing page form. The timely email serves as immediate confirmation that the customer's subscription or registration has been successfully processed. With the email notifications feature, users can now setup email notifications for their landing page native forms.

Notes
Only portal owners and portal admins are allowed to configure email notifications for landing page forms.
  1. Once you have added a native form to your landing page, click on  Set Email Notification in the form configuration window to setup email notifications for that form.



  1. In the email notification popup window, you can select the email recipients, customize the subject, and body of the email accordingly. All users who submitted the landing page form will receive an acknowledgement email. You can toggle the enable button the top right corner of the window to disable email notifications for that form.



Choosing a form layout

The form layout option lets you control how your form fields are displayed to visitors. In the Vertical layout, fields are stacked one below the other in a single column. In the Horizontal layout, fields are arranged in two columns side by side.

To set the form layout:

  1. In the page builder, click the form element and then click Settings.
  2. In the settings pane, under Form Layout, select Vertical or Horizontal.


Using forms from other Zoho services in a landing page

If you have an account in Zoho Forms, Zoho CRM, or Bigin, you can also use the forms created there in your landing page by connecting your account to the respective services. 

Adding a form from Zoho Forms

  1. Create a form in Zoho Forms. 
  2. In the Zoho LandingPage builder, Click Insert on the top left corner.
  3. Click Forms on the left pane and choose Zoho Forms.

  4. The forms available in your Zoho Forms account will be listed on the left pane and you can see a preview of a form by clicking it. 
  5. Select the form that you intend to add and click the Add button. 
  6. Your form will be listed in the section where you chose to add it. 

Adding a Zoho CRM form 

  1. Create a Web-to-Lead form in Zoho CRM. If you are unfamiliar with the setup, please follow this link to Zoho CRM's user guide. 
  2. In the Zoho LandingPage builder, Click Insert on the top left corner.
  3. Click Forms on the left pane and choose Zoho CRM.

  4. Choose the form type in Zoho CRM and the forms created under the selected category will be listed on the left pane and you can see a preview of a form by clicking it. 
  5. Select the form that you intend to add and click the Add button. 
  6. Your form will be listed in the section where you chose to add it.

To hide the form header, 

  1. Click the Configure icon on the top navigation bar.
  2. Click Header & Footer code. 
  3. Paste the code given below in the CSS editor and save your settings to hide the form header. 
Notes
div.zpapp h2.zpheading.zpheading-align-left {
    display: none;
}

Adding a Bigin form 

  1. Create a form in Bigin. If you are unfamiliar with the setup, please follow this  link  to Bigin's user guide. 
  2. In the Zoho LandingPage builder, Click Insert on the top left corner.
  3. Click Forms on the left pane and choose Bigin.

  4. The forms available in your Bigin account will be listed on the left pane and you can see a preview of a form by clicking it. 
  5. Select the form that you intend to add and click the Add button. 
  6. Your form will be listed in the section where you chose to add it.

Adding a Zoho Survey form 

  1. Create a survey form in Zoho Survey. 
  2. In the Zoho LandingPage builder, Click Insert on the top left corner.
  3. Click Forms on the left pane and choose Zoho Survey.

  4. The forms available in your Zoho Survey account will be listed on the left pane and you can see a preview of a form by clicking it. 

  5. Select the form that you intend to add and click the Add button.  
  6. Your form will be listed in the section where you chose to add it.

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