In today's tour, we'll be talking about the different forms you can create and lead generation
sources and how to create them.
So let's login.
And I'll see you there.
Alright, now that we're logged in, let's head over to the lead gen tab over here.
And we have a lot of different options.
Some we've already talked about in the web assistant tutorial, we're gonna go into more
detail here.
So we're gonna have the lead sources that we can choose.
So we can create forms for marketing automation.
So we can choose to create forms that will pop up on a website or show up on a website.
If we take the HTML code and insert it into the web page, the user who uses that form
will go automatically into marketing automation.
And we can track them as such.
So we can create forms, we can create events, we can create webinars, we can add existing
leads, and we can add on spot forms.
So these are different applications of the same thing.
We won't dive into every one of these because they're very similar once you get used to
one of them.
So we're going to show you what it looks like when you use the forms.
And if you're looking to do events, or webinars, you can create your own signup form for it.
And that gets really handy as well, because you can have a lot more information on these.
And they'll go straight into marketing automation and under the list that you chose them to
go under.
So you can create a new list that says event 2020, or vent 2021, whatever it may be, you
can have leads go into that mailing list, and that you can send out important updates.
And maybe after the event or the webinar, you can send out slides or other value and
maybe even a coupon code to try and get them to come and engage with your services.
So that is one option there.
But we're just going to go about showing forms and what that looks like.
So we can create a signup form here.
So we're just going to do that now.
So we have the option to choose a live form already on our website.
So we can hook into that we can create our own signup form, or we want to choose to build
a form through one of the other apps that's out there.
So this is third party integrations, like Zoho forms, Formstack job forms or rope.
So these are all other tools that have been integrated into marketing automation, to be
able to use it in a bigger way so that that information gets pulled into marketing automation,
if you're already using those tools, so you don't have to switch over.
Now we have the ability to create our own form here.
So we're going to click that.
But I do want to quickly show you what it looks like when we select a form that's already
on our page.
So we do have the ability to go ahead and connect to a live form, it's already on our
website, we can select this form right now.
So now we just have to put in a name.
So let's just call this a clientric test.
And then it doesn't make sure that we select a form.
So in this case, we're getting an error.
And I'm not 100% sure why this is where I'd reach out to Zoho support to figure out what's
going on.
But I would select it and then proceed.
But now I'm getting an error over here saying please select a form.
But anyways, I just want to showcase this is how you'd go about it.
Now I'm not sure if this is because I'm using Zoho sites and it can't pick something up
in there.
I'm not 100% sure what's going on.
But this is how you'd go about doing it.
So we're just going to cancel that.
And we're going to go and create our own signup form.
So now that we're here, we have the ability to create quite a few different forms.
We have the compact vertical, we have the compact horizontal, Long forms.
And then we have standard pop up and full page pop ups along with our library of Saved
Templates.
So right now we just have the compact vertical.
Over here we have the compact horizontal, we have the long forms over here, which is
a lot more information and you can add an even more, then we have the pop up forms over
here, which we can add and change.
And then we have full page pop ups as well.
So there's a lot options when you get in here.
So I'm just going to touch on a few of these, I'm just gonna go through the compact vertical,
very, very briefly, just so you can see what that looks like.
So let's just say we want to use this template, you come to this template builder, you can
change the title here, say clientric signup, we want the email we want the name, that's
all good that we want to maybe change the body of this form.
So we can say that the body we want, let's say to be five pixels, we can change the padding
to be five pixels as well.
So it makes it a little smaller, we can change the image the image setting so we can say
that we want position y to be further up or down, we can change the size of it.
Change repeat, there's a bunch of options in here, I won't dive into too much detail
because it's kind of you just got to play around with that.
So if we go to the heading, we can change the font even to Open Sans, we can change
the size of the font we can change where it's actually located, how it's justified, we can
change the borders, there's padding over here to say that let's say we want 14th on the
form itself, we can change again, more bordering, we can change the padding, we got a lot of
options there.
And then same with a button so we can always change this text in here.
So we can say sign up.
And then we have a border radius of 26.
And we have our size here which has a bunch of different properties we can utilise.
And on the left here we have the name field and what it actually maps to.
So for example, we want this name to go into the last name field the first name field because
this isn't tracking both the first name and the last name, we can only have this go into
one field.
So it's going to map to this name, whatever they type in here.
So if I type in Kasey luft, it's going to be mapped exactly to the last name which isn't
maybe what you want, so you'd have to go maybe go back and select a different form if you
so chose, but in this case, we are just going to click Save, and proceed.
And this gives us a few more options when it comes to actually using this signup form.
So we can set up a signup thank you page, there's a confirmation page and a resubscribe
email.
And so it looks like this is the single opt in setting for marketing automation, you I
think, if you are have five options down here, that's going to mean that you're a double
opt in, which means that as soon as your user signs up, they send out an email to them.
And they have to click on that link to actually subscribe, and then they will be added to
your lead list.
So if that's not something you want, you'll have to contact Zoho support and get them
to turn off to ask you some questions about why you want to turn it off and things like
that.
But they want to make sure that you're not going to be continuing to spam people because
that obviously hurts their deliverability with the IPs that they use.
So make sure that you go through this, you understand whether it's a single opt in double
opt in, if you're not familiar with either of those, make sure that you Google it and
learn a bit more about it.
But that is what happens when you have a double opt in.
And you can change that you just have to get support to change it on the back end.
So that is how you go about creating this.
And you can set up these different thank you pages or redirect URLs.
In our case, we're just gonna leave it as a thank you page, and I want to inline just
send a message.
So I want to say thank you for signing up.
Now this means that basically, they're just going to have a pop up that goes up on their
web page, it's going to say thanks for signing up.
So it's not a new page, it's nothing new, it's just going to pop up right there and
look really nice.
So we also have the ability to show a message here.
Thank you for signing up for our existing leads, and for new leads.
So we want that to be the same.
We also want to go through the confirmation page, we can set this up as a thank you page
or redirect URL, maybe you already have a URL that you want to send people to that would
be how you'd go about it, then you can have a resubscribe email here, depending on whether
or not they have unsubscribed from this list.
So you also have that ability if they choose to unsubscribe, and they want to re subscribe.
So now let's save and get the code.
So now saving, we see a bunch of options over here website code WordPress code, short URL
buttons, right HTML, no CSS, no script, Facebook page and iframe codes.
Now generally, what we do is we take this information, so we'll copy the website code,
we'll copy the WordPress code, we'll give that to our client.
And they will have their developer input it into the website the way they want.
Sometimes we can go about just giving them the raw information here, what this code looks
like.
And they'll change it to be what they want it to be, you can update the CSS and the HTML
and the JavaScript or whatever it is to make it look a little bit nicer and more on brand.
Over here, we don't have a tonne of options.
So if you do want more options, you can use this and update this code to make it look
more branded to your website.
So that's what I'd recommend there.
And then we have response set up.
So this is what happens when your leads go through submission.
We have some automation tools here.
So you can select a journey they want to go in or you can push this information as Oh,
CRM.
And then finally, we have reports, which allows you to track how many people come into this
form and what they're actually doing when they get associated to this form.
Alright, now if we exit out of this, we can actually go back and create another form.
And let's just go ahead and create the signup form, we can create a standard pop up, we'll
just use this template here.
I'm not going to go into this in more detail.
But we do have more options to edit and change this along the way, it's a bit more in depth
and the previous vertical signup form template was.
So we'll just go save and proceed.
Again, you come back to this page here where it shows you your pop up, you want to select
what pages you want them to go on to.
So you can actually select that here.
So we can set we want this to go to clientric.co if we so chose.
But in this case, we don't want to because I don't want this popping up on my website.
But you can also associate them to a mailing list here.
So you want them to go into a specific mailing list or when you already have and then you're
pretty much good to go.
So you select this.
And that's pretty much it.
So you can set it to automatically pop up on your web page.
And you can also select when you want to pop up and go into more detail there as you get
into that.
So now that's how easy a pop up signup form is, you really just have to go in here, select
it edit associated to specific mailing lists, and then you can choose which pages you want
it to pop up on.
And then that happens automatically.
And so you can choose activity based criteria as well.
If you want it to pop up even you can use visitor type devices, operating systems will
pull in all that information.
You might even have different signup forms for people in different countries depending
on what information you're trying to gather.
So there is a lot more settings there that you can explore when you assign a signup form
to those pages when it's a pop up.
And that pretty much covers it for this tutorial.
You now know how to use all of that events.
We're not gonna dive into webinars it's basically the same thing when you go through this you
can integrate different accounts on spot you can create adding leads you can go through
and just add them like we've done before.
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