Your forms are one of the most critical parts of your sales and marketing automation. They’re where you capture information about your new leads and customers.

When your leads fill out your forms giving you info like names, email addresses and more, your account will save that information in a new record or update an existing one.

You can build any type of form using Ontraport Pages. Choose from prebuilt forms to add professional designs to your pages, or create your own forms with unique designs that suit your individual needs.

Check out this Ontraport University lesson to learn more about creating forms on Ontraport Pages.

Table of contents

Create a form
Customize form’s style
Rich text fields on forms
• Rich text field settings
• Rich text field styling
Add ReCAPTCHA
Order form elements
Prefill fields

Create a form

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1. Go to the Pages collection and select the page where you’d like to add the form.
   • Or you can create a new page.
2. Add a block to your page.
   • This is where you’ll add your form.
3. Add a form field element to your block.
   • Look for the “Forms & Sales” section in your elements pallet on the left.
   • Then click on a Form Field element and drag it over to your block.
   • Select an object. This determines the type of record you want to create or update with your form.
     • For example, choose Contacts if you want to create a lead opt-in form, or select Companies if you want to collect business demographics.
   • Select the field you want to add to your form.
     • You can access related record fields by clicking > on the right of your related field’s name.
4. Repeat step 3 for all the fields you want on your form.
   • Choose from these options.
5. Click and drag a Submit Button element to your block. Every form needs a submit button, and you won’t be able to publish your page until your form has one.
   • Hover over your submit button and click → Form settings to set up your form’s opt-in settings.

Customize form’s style

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Hover over your field and click → Style to customize the style of your form fields.

• Customize the style of the first field on your form. All the fields you add will use the same design.

Rich text fields on forms

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Rich text fields are a unique field type to add to your forms because they allow the person submitting your form to add formatting to their text.

This field type is beneficial when you want to allow visitors to add line breaks, bullets, images, links and other font styling to the text they submit on their forms. For example, rich text fields are an excellent option for your “About me” section if you have an application form.

Or, if you have guest writers published on your blog, you can send them a page that contains a form with your blog fields on it, and your guests can write and edit their blog post, then then submit the form to your team.

Rich text field settings

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Rich text fields have a unique setting that allows you to choose whether to display the simple or full editor.

The simple editor allows visitors to add basic font formatting, such as making text bold or italic. They can add numbered and bulleted lists, hyperlink text and remove formatting.

• This option is ideal when you want your contacts to be able to add simple formatting to the content they are adding to your form.

The full editor has all of the options as the simple editor plus text and text background colors, paragraph formatting, add block quotes and change alignment.

• This option is ideal for creating internal forms to add content to records that you’ll publish using dynamic content.

Rich text field styling

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When you click on a rich text field’s style tab, you can customize how your field will appear on your page.

From the style presets, you can select a dark or a light theme.

Click Edit Style to access the rest of your style settings.

Text color – Choose the color of your field’s label.

Font style – Select the font style for your field’s label.

How many lines tall should this be by default? – Choose how many lines of text you want to fit into your field by default. The more lines you select, the longer your field will appear on your page.

Allow this field to autogrow as users type? Check this box if you want your box to expand as your visitors type into the text area.

• Font style – Select the text’s font style inside your field.

Add ReCAPTCHA

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It’s optional to add ReCAPTCHA to your forms. This element helps make sure only real people are filling out your form.

Add a reCAPTCHA element to your block. Your visitors will have to confirm they are a person before they can submit your form.

Before you can use this element, you need to register your site with Google. Check out this article to learn how.

Order form elements

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If you’re creating an order form, you can add these form elements to your block to customize your form with billing and payment information.

Here’s what you can add:

Includes all the required billing address fields, such as address and zip code. We’ll send this info to your payment gateway for credit card verification if you have that set up.

Adds all of your shipping address fields and a “My shipping address is different from my billing address” checkbox.

Adds the basic information you need to send to most payment gateways.

Allows your customers to pay for your products using PayPal.

Shows your customers what they’re buying, the subtotal and total price of the sale. Hover over this element and click + Add / Edit Product for easy access to your payment settings.

Promotes an extra product right on your order form. You can customize your checkbox label, add a headline, supporting text and/or image.

Add upsell “Yes” and “No” buttons to your page. Upsell forms appear after your customer buys from you. This is why you can never add an upsell to the same page as your order form.

Prefill fields

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Prefilling data on forms creates an optimal user experience by speeding up the form completion process. This improved experience reduces frustration and simplifies filling out online forms.

There are two ways to prefill fields:

1. Select a specific value to prefill your form fields. For example, prefilling the title field to “Manager” for a form created specifically for managers.
2. Add contact-specific information such as your contacts’ names and email addresses.

When your form’s source is the Contacts object, or your form is on a dynamic page or block, either prefilling option will work.

If your form’s source is a custom object on an Ontraport page, you can only prefill fields with specific values.

You’ll see slightly different options depending on the type of field you are prefilling. For example, when you manually select a date and time field, you’ll use the date and time picker. And when you prefill checkboxes manually, you’ll either select “checked” or “unchecked.”

Here’s how to set it up:

1. Click on the field you want to prefill.
2. Click Show next to the Advanced options to expose your prefill settings.
3. Choose your prefill type:
   • Set manually
     • When you select this option, click into the “Default value” field then type in or select the value you want to prefill.
   • Match record’s data manually
     • When you select this option, click into the “Prefill source” dropdown field and select the field you want to use to prefill your form.
4. Click Done.