The ‘Forms’ feature is the smoothest and most efficient channel for data collection and signing up. It is also possible to fully embed a sign up form into a page on your website so customers don’t need to leave your page upon sign up.
To embed a form on your website, follow these steps:
Go to CRM > Forms
Select the form you would like to use
Click on the ‘Embed on website’ tab
Here, you will find a code snippet that you can copy and paste into your website’s HTML. Make sure you place the code exactly where you want the form to appear on your page.
If you would like to customise the appearance of the form, you can do so by applying your own CSS styling to match your website’s design.
Advanced settings:
There are a few further options for the form that can be enabled when it embedded, see below:
Portal ID (optional)
To place the form in a specific location on your webpage, you need to add a PortalID. Place the following element, in code, at the location where you want the form to appear: <div id="placement-piggy-form"> </div>.
Navigate to the Embedded Forms code in the Business Dashboard and enable the 'FormID' option. You will now see that the code has changed, and a PortalID with the value 'placement-piggy-form' has been added. Copy this code and place it on your website.
Callbacks (advanced)
Callbacks are functions that can be invoked after an internal function has been executed. This allows you to add your own functionality, for example, when an error occurs or when the form is successfully submitted. We offer the following callbacks:
Finally, make sure your form is active and start collecting data!