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Creating A Web Form

Follow the instructions below to create a custom web form that you can use on landing pages, web pages or blog posts inside REI BlackBook.

 

  1. From your account's Dashboard click on the Web Tools then from the dropdown select Web Forms.
    Screenshot_2019-02-14_14.59.37.png

  2. Click on +New Web Forms.
    Screen_Shot_2018-11-09_at_00.06.54.png

  3. Provide a name for the web form and click on the Create Web Form button.
    Screen_Shot_2018-11-08_at_23.30.28.png
  4. On the Web Form Builder, there are 5 different options.

    1. Add Fields
      Screen_Shot_2018-11-09_at_00.22.01.png

      • Drag and drop the fields to the right side of the page to complete your form.
        Screen_Shot_2018-11-14_at_20.07.31.png
      • Put a check on the box beside Required if you need this field to be required before submission.
        Screen_Shot_2018-11-14_at_20.10.51.png
      • Click on Save Field
        Screen_Shot_2018-11-14_at_20.10.51.png

    2. Form Details
      Screen_Shot_2018-11-09_at_00.22.01.png

      • Update the Form Name or Label Position. Note: Form name is only visible on your end.
        Screen_Shot_2018-11-14_at_20.13.43.png
      • Put a check on Enable Captcha to include captcha field at the bottom of the webform.
        Screen_Shot_2018-11-14_at_20.13.43.png

    3. Actions
      Screen_Shot_2018-11-09_at_00.22.01.png
      • Select an Action Set from the drop down menu.
        Screen_Shot_2018-11-14_at_20.15.53.png
      • Select how you want to handle duplicate contacts.
        Screen_Shot_2018-11-14_at_20.16.03.png
      • Update the email address that you want to receive notifications at.
        Screen_Shot_2018-11-14_at_20.16.03.png
      • Click on Save when done.
        Screen_Shot_2018-11-14_at_20.16.03.png
    4. Customize Thank You Page
      Screen_Shot_2018-11-09_at_00.22.01.png
      • Follow steps provided on Editing The Thank You Page (Web Form) article
    5. (Optional) Get Code
      Screen_Shot_2018-11-09_at_00.22.01.png

      • Copy and paste the code to an external website.
        Screen_Shot_2018-11-14_at_20.21.01.png
  5. Once you're done editing click on Done.
    Screen_Shot_2018-11-14_at_20.22.19.png

  6. Click on Publish Changes.
    Screen_Shot_2018-11-14_at_20.22.23.png

 

You have now created a web form that you can add to your landing page or website. For further questions, please reach out to support team at support@reiblackbook.com.

 

 
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