Create A Web Form

Hey there! Setting up a web form in REI BlackBook is super easy and can really help with your landing pages, web pages, or blog posts. Let's dive in!

Objectives

We're going to create a custom web form that you can use to gather info from your visitors. This can be a game-changer for your online interactions.

Steps

1. Start Off: Log into your REI BlackBook account and head over to 'Web Tools' and then 'Web Forms'.
   
   
   
2. New Form: Hit the '+New Web Forms' button to get rolling.
   
   
   
3. Name It: Give your web form a catchy name and click 'Create Web Form'.
   
4. Build It: In the Web Form Builder, you'll find 5 sections to play with.
   
   
   • Add Fields click the chevron-down icon to expand this this section
     
     
     
     • Drag and drop the fields to the right side of the page to complete your form.
       
     • Put a check on the box beside Required if you need this field to be required before submission.
       
     • Click on Save Field
       
       
       
   • Form Details (click the chevron-down icon to expand this section)
     
     
     
     • Update the Form Name or Label Position. Note: Form name is only visible on your end.
       
     • Put a check on Enable Captcha to include captcha field at the bottom of the webform.
       
   • Run Workflow (click the chevron-down icon to expand this section)
     
      
     • Select an Workflow from the drop down menu.
       
     • Select how you want to handle duplicate contacts.
       
     • Update the email address that you want to receive notifications at.
       
     • Click on Save when done.
       
   • Customize Thank You Page (click the chevron-down icon to expand this section)
     
     
     • Follow the steps provided on Editing The Thank You Page (Web Form) article
       
   • (Optional) Get Code (click the chevron-down icon to expand this section)
     
     
     • If you want to post your form on an external webpage such as a website you have with another company you can do so by grabbing the embed code of your form. Then simply copy and paste this code into the external page. 
       
5. Finishing Up: Once you're done, hit 'Done' and then 'Publish Changes'.
   
   • Then 'Publish Changes'.
     

Thank You!

That's it! You've now got a shiny new web form. If you have any questions, our support team at support@reiblackbook.com is always here to help.