Forms are among the most critical pieces of your marketing and sales campaigns, as they’re where you capture information about your new leads and customers, such as names, email addresses and other important information. The data which gets submitted into forms automatically and immediately gets added to your contact database in Ontraport.
When creating a page in Ontraport Pages, you can easily add pre-built forms to collect essential contact information such as billing address and credit card information, as well as customize your own forms to collect specific and unique information you need.

 

Steps


  • Go to Pages and select the page you’d like to add the form to.
  • Click + Add Block and select a block. This block is where you’ll add your form.
  • In the palette on the left, go to the Elements tab and scroll to the Form & Sales Elements. You’ll start by clicking on Form Field and dragging it onto your block. You’ll be directed to select a specific field from the dropdown. 
    1. When you add your first field, we recommend going to the Style tab and designing it; your style will then be applied to the rest of the fields as you drop them on the page.
    2. Use the Position tab to adjust the alignment of fields or their padding and margins (the space between fields).
  • To decrease the potential for spam form submissions by automated bots, add a reCaptcha element. Follow the steps below to set up your account’s ReCaptcha settings.
    1. Go to administrationSecurityReCaptcha.
    2. Follow the instructions on the ReCaptcha settings page, then click 
  • If you’re creating a sales form that requires billing and payment information, drag and drop any of the following Form & Sales Elements onto your block as appropriate:
    1. Billing Address: This element includes all the required billing address fields, such as address and zip code. When a customer enters information here, it is sent to your payment gateway for credit card verification.
    2. Shipping Address: These are premade fields for a shipping address to use if you’re shipping a product. 
    3. Credit Card: This set of fields includes the minimum required for most payment gateways: the name on the credit card, the card number, the expiration month, expiration year and CVC number. 
    4. PayPal Button: This button redirects the customer to your PayPal sales page to complete their payment with PayPal.
    5. Order Summary: This will display the total purchase price. You will configure your product and payment settings here. 
    6. Order Bump: This allows you to promote an additional, often related, product to your order form. If the customer clicks the check box for the additional product, the product is added and their total price adjusts. This allows you to upsell the customer prior to their purchase.

    7. Upsell: An upsell is an additional offer presented to customers after they submit a purchase. It appears on the page the customer sees after the submission. We cache their payment information so customers only need to click Yes if they want to purchase the upsell. You will configure your product and payment settings for your upsell form just as you do on an order form. Be sure to configure both the Yes and No buttons.
  • Add a Submit Button. This is required for every form to ensure the information from the form gets passed into your contact database; be sure that it’s included within the same block as the form fields.
    1. Click on the settings gear to choose where to redirect visitors after they submit.
  • Set your form settings, such as single and double opt-in settings, by clicking on the Submit Button element and then clicking Form Settings in the lower left.

 

Pre-fill Field Values


You can pre-fill fields on your forms to save your customers time and create polished experiences. There are two ways to pre-fill fields: You can either select a specific value to pre-fill your form fields — such as pre-filling the title field to “Manager” for a form created specifically for managers — or you can add in contact-specific information such as your contacts’ name and email address.

In order to pre-fill your form values with contact-specific information, you will first need to create a PURL or a custom link to your page. Once you’ve done that, follow the steps below to pre-fill your form fields.

  • Click on the field you want to pre-fill on the palette of your page. 
  • Click .
  • In the “Pre-fill this field’s value” add a value or clickto add a merge field — for contact-specific information.
  • Click .