Forms | Ontraport for marketing | Ontraport University

SUMMARY

Forms

45 min of content

9 lessons

Learn about the different types of form editors available to you, how to use your form settings, and the best ways to optimize your forms in Ontraport.

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SECTION OVERVIEW

Lessons for forms

1 Form basics More info arrow_drop_down schedule 5:49 min Start lesson play_circle

Forms are for gathering information from visitors to your site — and how you’ll ultimately sell products. Learn the different types of forms you can set up and their components.

You'll learn

The types of forms you can set up
How to merge contacts to avoid duplicate records
What form settings are for
How to send people to different pages based on their form fill-out using conditional redirects

2 When to use each form builder More info arrow_drop_down schedule 2:29 min Start lesson play_circle

This lesson covers how to know when to use each type of form: Forms on Ontraport Pages, stand-alone Ontraport Forms, and Legacy Forms.

You'll learn

Why Forms on Ontraport Pages is almost always the best form builder to use
What to use instead if you need your form to be a pop-up
What to use if you need to embed your form on a third party site
What to use if your web developer wants full control over the styling of the form

3 Forms on Ontraport Pages More info arrow_drop_down schedule 4:50 min Start lesson play_circle

With Forms on Ontraport Pages, you can add form fields, a submit button, and personalize the style settings to create any forms you need. Take a tour in this lesson.

You'll learn

Where to find form fields and the submit button
How to add a form element
How to use the element palette
How to style your form
Different field options

4 Ontraforms More info arrow_drop_down schedule 6:05 min Start lesson play_circle

Tour Ontraforms so you can easily display your forms as pop-ups or build a form for your existing website and landing pages.

You'll learn

Where to find prebuilt templates
How to create an Ontraform from scratch
How this editor differs from Forms on Ontraport Pages
Options for having your form appear as a pop-up lightbox

5 Legacy Forms More info arrow_drop_down schedule 4:58 min Start lesson play_circle

For complete control over the style and code of your form using custom HTML, CSS, or JavaScript, take a tour of Legacy Forms.

You'll learn

Where to add fields and content to your form
How to edit the style and appearance of your form
How to set if-then conditions for your forms
The four code options for publishing the form yourself

6 Updating existing records with forms More info arrow_drop_down schedule 5:42 min Start lesson play_circle

Learn how to update an existing contact record using forms. Avoid creating duplicate records and manual work.

You'll learn

How to collect new information from contacts without asking them for their email address again (using PURLs)
What to do if you want your customers to update their email addresses
How to get Ontraport to merge new email addresses with old contact records
How to get unique fields onto your forms (and hide them from users)

7 Conditional redirects More info arrow_drop_down schedule 3:38 min Start lesson play_circle

Give each site visitor a personalized experience with conditional redirects that send them to pages that meet their needs.

You'll learn

How conditional redirects provide personalized experiences for your customers
When to use conditional redirects to boost your conversion rates
Assets you’ll need to create to set this up
The steps and settings to create your first conditional redirect

8 Multi-step forms More info arrow_drop_down schedule 3:33 min Start lesson play_circle

Get more form fill-outs by breaking them into bite-sized chunks. With multi-step forms, create several linked pages.

You'll learn

What built out pages and forms look like in Ontraport
How to link those forms together
How to test your multi-step form
The value of breaking up your long form into smaller, linked forms

9 Form settings and advanced features More info arrow_drop_down schedule 8:26 min Start lesson play_circle

Learn all the form settings and advanced features in Ontraport Forms, from opt-in settings to notifications and more.

You'll learn

Where to find form settings
Opt-in settings options
How to send contacts somewhere else after they fill out your form
How to set up notifications and routing
Where and why to set up hidden fields
Advanced features of form settings

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