Express PopUp Designer

Contact forms are one of the most effective ways of generating leads on a website. In the new Express form builder, you can design clean, eye-catching pop-up contact forms quickly and easily.

Each anonymous contact who submit a contact form is saved in your CRM database as a monitored contact, letting you track their behavior – subsequent visits, interests, time spent on the website, and so on. Over time, each monitored contact’s behavior profile becomes more complete, which allows you to create more effective automation processes.

Contact forms 101 

GO TO GENERATE LEADS => POP-UP => CREATE NEW


  1. Starting
  2. Choosing a form type
  3. The form
  4. Thank you page
  5. Confirmation mail
  6. Display settings

 


STARTING

1EN

To begin creating a new contact form, go to Generate Leads → choose the contact form type: Pop-up  click Create new +

You can choose from 4 ready-to-use content templates.

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2EN

At this point, you can choose which form building tool to use. Click the Express builder.

A pop-up contact form in SALESmanago consists of 3 elements:

  • the form itself, with fields to be populated with details of people visiting your website,
  • a thank you page to appreciate contacts who submit the form,
  • an email with a link that confirms subscription (+ optionally, a short confirmation message informing contacts that they successfully subscribed).

TIP: You will get the best results if you use a consistent style in each element of the contact form.

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CHOOSING A FORM TYPE

3EN

[1] Type – select one of the four ready-to-use content templates. Each template is built around a certain goal, but you can adjust all aspects of a template once it is loaded.

[2] Progress bar – shows how far along you are in the process of making a contact form.

[3] Dynamic preview – any changes you make to the template will be instantly shown in the preview.

[4] Display mode – you can switch the preview between different kinds of devices and see how the element would be displayed on different screens – PC, tablet, and phone.

[5] Displayed element – click tabs to switch between the constituent parts of the contact form in the preview (by default, the displayed element will be the one you’re editing at the moment, but you can always switch back and forth between them).

Click Next to start working on the first element.


THE FORM

The form is where users can enter their details, but it’s also the place where you greet them and make a first impression. When someone submits a form, the entered details go to the contact database in your CRM and are formed into a contact card.

5EN

[1] Image – the graphic on the form. You can use the default provided in the template, or add your own image from the gallery. How to use the image gallery >>

[2] Headline – the first line of text on the form, a title or opening sentence.

[3] Content – the main body of text in the form. Putting crisp, witty copy here will work wonders for your lead gen process.

[4] Input fields – here you can add, edit and remove the input fields of your contact form.

[5] Button – here you can specify the text, color, and shape of the Submit button.

[6] Form background color – use this color picker to change the color of the contact form’s window (the background layer).

When you’re done, click Next to start working on the Thank you page.


THANK YOU PAGE

It takes time, effort and trust on part of a customer to provide their contact details via a contact form. A Thank You page is a short message that expresses gratitude to people who go out of their way and give you their personal information. You can also inform your soon-to-be subscribers when and how you will be contacting them next.

6EN

[1] Image – the graphic on the Thank You page. You can use the default provided in the template, or add your own image from the gallery. How to use the image gallery >>

[2] Message – here you can enter a short message to go with the Thank You page.

[3] Background color – use this color picker to change the color of the Thank You page (the background layer).

Click Next to start working on the Confirmation email.


CONFIRMATION EMAIL

To make sure email addresses of contacts are valid and all contacts who enter your CRM database do so willingly, a double opt-in system is in place. When someone subscribes on your website, the system sends that person a confirmation email to the address provided in the contact form.

7EN

[1] Image – the graphic on the Confirmation Email. You can use the default provided in the template, or add your own image from the gallery. How to use the image gallery >>

[2] Sending account – this is the email account from which the confirmation email will be sent.

TIP: If you don’t want to use any of the accounts from the list, you can make a new sending account by clicking the [ + ] icon.

[3] Subject line – enter the subject of the confirmation email here.

[4] Confirmation message – enter the body of your message here. Explain to the recipients why they get this message and what you need them to do. 

[5] Confirmation button – this button goes into the email, below the message itself. When a recipient clicks this button in their inbox, they are assigned an opt-in status in your contact database (this means they are a willing subscriber).

[6] When a contact confirms subscription – decide what should happen after the recipient of this email clicks the confirmation button [5].

  • Display a notification – the contact gets a short notification informing them of the successful subscription.
  • Redirect to another page – the contact is redirected to the specified URL address.

[7] Page URL – if you chose Redirect to another page in the previous step, enter the URL to which you want to redirect contacts who click the Confirmation button [5/6b].

When you’re done, click Next to go to the last step – Display settings.


DISPLAY SETTINGS

Specify where, when and to whom you want this contact form displayed.

8EN

[1] Form name – enter the name under which you want to save this form in SALESmanago.

[2] Add tags to contacts – enter tags you want to be automatically assigned to contacts acquired via this form.

[3] Mobile devices – select this checkbox if you want to exclude smaller devices (such as smartphones) from displaying this contact form.

[4] Identified contacts – select this checkbox if you want to show this contact form only to anonymous (unidentified) visitors.

[5] Display when – specify when during a visit should this contact form be displayed.

  • site is scrolled xx% – the form appears after a person visiting your page scrolls the specified % of the site’s length, for example after reading xx% of an article.
  • after x pageviews – the form appears after a person visiting your page enters or reloads a page on your website x times.
  • after x seconds – the form appears x seconds after a visitor entered the website.

[6] Display where – enter the URL of the website on which you want this contact form to be active.

[7] Display where (cont.) – specify on which pages within the website you want this contact form to be active.

  • On all pages – the default setting, the contact form will be active on all pages within the website.
  • Only on the main page – the contact form will be active only on the homepage of the website.
  • URL contains – the contact form will be active only on those pages within the website, whose URL contains the specified phrase. Up to 255 characters.
  • URL does not contain – the contact form will be active only on those pages within the website, whose URL does not contain the specified phrase. Up to 255 characters.

[8] When you’re done, click Finish. The contact form is ready and you can activate it right away.

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9EN

[1] Continue editing – click this button to return to the contact form builder and continue working on the form (the form is NOT saved).

[2] Save as draft – save the contact form as a draft, ready to be activated.

[3] Save and activate – save the contact form and activate it on your website. The form will start functioning right away.


 

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