Ontraforms

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

In this lesson 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

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Transcript

Ontraforms, also called Ontraport Forms, are stand-alone forms you build in Ontraport. Use one when you want a form on a website that wasn't built with Ontraport Pages, or when you want a pop-up form, called a lightbox, on an Ontraport Page. Either way, submissions go straight into your Ontraport database and can start your follow-up. In this lesson, you'll build an Ontraform and publish it. Go to Automations, then Forms. If you've turned on other objects, like Companies or Deals, you'll find Forms under Contacts instead. Click New Form, then choose Ontraform. Pick a pre-designed template from the categories on the left, or start from scratch. To get a closer look at a template, hover over it and click Preview. An Ontraform is built from blocks, stacked one on top of another. Hover over a section and click Add Block. To collect contact information, choose a Smart Form block. To sell something, add an Order form block. And to make an offer after someone buys, add an Upsell block. Your blocks are listed under Blocks on this form. Click one to see its elements and settings. Next, decide what happens after someone submits. Click your Smart Form or Order form block, then Form Settings. These are the same settings you saw in Form basics: opt-in, where people go next, and notifications. If the form sells products, click the Order form block, then Payment settings, to add your products and payment details. Two quick tips. If a field is marked as required, make sure it's on your form. When a required field is missing, the submission still goes through, but no record is created. And if you need people to upload files, add an image or file field. When you're done, name your form in the upper left, next to the back button. Click Save, then Publish. Publish gives you code for any website. You can embed the form right in the page, or show it as a lightbox. An automatic lightbox pops up on its own. You choose where it appears on the page, what triggers it, like scroll percentage, time on the page, or exit intent, and how often it shows, like once per visitor. Exit intent only works on desktop. A click-to-pop lightbox opens when someone clicks. Enter the link text, or, to use an image or button, paste an image tag with your image's hosted address into that field. Click Preview to check it in a new window. Then click Copy to clipboard, and paste the code into your web page, just above the closing body tag. If your form takes payments, the page must be secure, on https, and the site still needs to meet PCI requirements. On a WordPress site, you can use Ontraport's PilotPress plugin instead of code. In a Classic block, or with the Classic Editor plugin, click the add media button, choose Forms, and select your form. To pop up a form on an Ontraport Page, you set it up on the page itself. Pop-ups need an Ontraform. Forms built inside Ontraport Pages can't pop up. For an automatic pop-up, open the page's Settings tab, find Ontraform settings, and toggle it on. Then choose to show it based on scroll percentage, time on page, or exit intent. For a click-to-pop, link a button or some text to your form. Once your Ontraform is saved and published, it shows up in the link dropdowns. For text, highlight it, click the link icon, and choose the Ontraport Form Lightbox link type. So: build an Ontraform from a template and blocks, set its form settings, then embed it or pop it up on any website or Ontraport Page. Next up: Legacy Forms, for when you want full control over your form's HTML, CSS and JavaScript.