The Sidebar is a window opening on the side of the screen, containing different content. In SALESmanago you can set contact form as appearing column, which is going to collect data about the contacts. The information from filled in fields will be dragged onto contact card in set places. Having detailed information about the contacts we can efficiently approach them with an offer.
To begin designing the form go to Wizards -> Contact Forms -> Sidebar.
[A] New form
[A1] Form Name – It is necessary to insert the form name, needed for identification in the system.
[A2] Select the main owner of new leads – choose the owner of obtained via form contacts.
[A3] Create contact form in creator – you can select Drag&Drop creator to design your Sidebar. How to do that you can find here>>.
[A4] Create contact form on HTML editor – you can also choose HTML creator. How to design the form in HTML creator you can find here>>.
After choosing one of the form editors, you will be redirected to this tab.
[B1] Language – It is possible to change the language of the exemplary templates. Available are: Polish, English, German, Russian, Spanish.
[B2] Create new form – clicking this field we will be redirected to the chosen editor, depending If we have selected HTML or Drag&Drop.
[B3] Exemplary templates – If we do not want to create a form from scratch we can choose one of the available templates.
After creating a form or choosing a template click Next.
[C] Thank you page
After filling in the form, a contact will be redirected to a page containing thank you note. We can design such a notification, choose one of the templates or set a redirection to another website.
[C1] Language – It is possible to change the language of the exemplary templates. Available are: Polish, English, German, Russian, Spanish.
[C2] Create new Thank you page – after choosing this option we will be redirected to HTML editor.
[C3] Redirect to another page – we can also set that the person who filled in the form will be redirected to another website.
[C3a] Please select an exiting Landing Page – contact can be redirected from a Thank you page to existing already in the system Landing Page. By opening a bar, you can choose which one.
[C3b] Please enter a different URL – If you want to set the redirection to a different website, not necessary created in the system, insert Its URL address.
After setting the redirection press Next.
At this stage, we can see the preview of created Sidebar. The preview allows us to test the form If It works and looks correctly. Fill in the form and click the confirmation button to conduct a test.
On the Sidebar is placed opening and closing column button.
[D1] Show example website on preview – If we mark this option, in the preview, an exemplary website template will appear under our Sidebar. Thanks to this we can see how the form is going to look on the page.
[D2] Sidebar location properties – we can adjust the location of the Sidebar manually, inserting Its:
- site of the screen,
or mark that after entering contact to the website should be expanded or not.
[D3] Background properties – here It is possible to adjust Sidebar background color.
Clicking the changing color icon you can adjust:
- background color, which will appear under the contact form,
- border color, the form frame color.
[D4] Closing image button properties – It is also possible to change te settings of the picture opening and closing column button:
- Close image’s URL – If we would like to change the default picture opening and closing column button, here we need to insert Its URL.
- Image height – we can manually adjust picture height.
- Image width – we can manually adjust picture width.
- Image background color – If e would like to change the color of the picture background then we choose changing color icon, If we would like the background to be transparent we mark transparent.
If everything is correct press Next.
[E] Confirmation email
After filling in the form, contact will receive an email with confirmation. Setting such an email is necessary.
[E1] Confirmation email subject – insert the subject of the confirmation email.
[E2] Email account – choose the email account from which an email is going to be sent.
[E3] Add new email account – from this place It is possible to create new email account. How to add new email account you can find here>>.
[E4] Additional settings of confirmation email – If a contact has already been in the data base and filled in the form, we can choose the option Do not send a message If the contact already existed in the database.
After setting a confirmation email account, press Next.
The window with email editors choice will appear.
[E5] Languages – It is possible to change the language of the exemplary templates. Available are: Polish, English, German, Russian, Spanish.
[E6] Create new confirmation email in Drag&Drop creator – clicking this icon you are going to be redirected to Drag&Drop creator. How to create an email in this creator you can find here>>.
[E7] Create new confirmation email in HTML editor – clicking this icon you are going to be redirected to HTML editor. How to create an email in this editor you can find here>>.
Important: It is important to insert an opt-in link in the confirmation email. It is one of the examples where an opt-out link is not required. In order to insert an opt-in link in HTML editor, you need to type $opt-in$ or choose the opt-in placeholder. In Drag&Drop creator just drag and drop the Opt-in link widget.
After creating the confirmation email press Next.
[F1] Add the tag to the contact who filled in the form – If the contact filled in the form, then automatically the tag is going to be assigned to him. Insert the name of the tag you would like to assign to the contact after filling in the form.
[F2] Add the tag to the contact who confirmed the subscription – If the contact confirmed the subscription in the form, then automatically the tag is going to be assigned to him. Insert the name of the tag you would like to assign to the contact after confirming the subscription.
This setting is optional.
Important: we recommend inserting tags that will define the place of obtaining contacts. It is useful for example while generating Lead Generation Analytics where It is required to choose the source of obtaining contacts.
[F3] Advanced Settings – after clicking the “+” sign the option Inform the contact owner of submitted form will appear. It is an additional option.
After setting click Next.
[G] Final settings
[G1] Target group – you can set to which group of contacts, after entering the website, the Sidebar will be automatically displayed:
- all contacts,
- anonymous contacts (not monitored contacts and not saved in the SALESmanago system),
- identified contacts (contacts that are monitored).
[G2] Time of display – setting the time from the entering contact on the website to the sidebar displaying.
[G2a] Set the frequency of views – mark the option if you want to set the time:
- always – sidebar will immediately display after contact enters the website,
- from more than – sidebar will appear after set minimal or maximal time of contact presence on the website.
- visits(<3h) – visit counted once in 3 hours. If contact enters the website more than one time in 3 hours, It still would be counted as one visit.
- views – every reloading, refreshing, and new contact visit.
After inserting the settings click Save and generate code.
The notification that you have successfully saved the Sidebar will appear. Below you can find the code that needs to be paste onto website that the form will be displayed at.