Legacy Forms

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

In this lesson 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

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Transcript

Legacy Forms are Ontraport's older form option for web developers. They give you full control over a form's style and code, using custom HTML, CSS or JavaScript. Today they're a legacy feature. That means they come from an older version of the app, and newer tools have replaced them. In this lesson, you'll see what to use instead, and how to keep your account safe if you don't use them. For new forms, use one of the two current builders. If your page is built with Ontraport Pages, add the form right on the page. If your site is built somewhere else, or you want a pop-up, create an Ontraform. Go to Automations, then Forms, or to Contacts, then Forms, if you've turned on other objects. Click New Form, and choose Ontraform. In an Ontraform, you add a Smart Form block to collect contact information, or an Order Form block to take payments. If you sell through an Ontraform on a site outside Ontraport, that site still needs to meet PCI requirements. When you publish, you choose how the form appears. You can embed it on the page, or show it as a lightbox that pops up on its own or when someone clicks a button or image. Then copy the code and paste it into your web page. Form settings work the same way on an Ontraport Page and in an Ontraform. That's where you set opt-in, notifications, and where people go after they submit. To send people to different pages based on their answers, check Conditional Redirect. The Form basics lesson walks through these settings. To keep bots off a form on an Ontraport Page, add the reCAPTCHA element. You set up reCAPTCHA first, under Administration, then Security, using a Google Cloud account. The biggest reason to move on is security. Custom HTML forms are more customizable, but less secure. They can leave your website open to list bombing, where bots flood your forms with fake sign-ups. Ontraforms are JavaScript forms, and they're much better at protecting you from spam and abuse. If you're not actively using HTML forms on your site, click your account icon, then Administration, then Security, and turn on Disable Custom HTML Forms. That way, no one on your team can accidentally add a less secure form. If you keep HTML forms on, Ontraport adds suspicious contacts to groups that start with "OP Engineering says," like Bad Contact and Suspect Email, so you can review them and clean up. So: Legacy Forms are an older, code-first option. Build new forms on Ontraport Pages or as Ontraforms, and turn on Disable Custom HTML Forms if you don't use HTML forms. Next up: how to update existing records with forms, without creating duplicates.