Never use the Description field in your forms - this field should be reserved for internal use. Rather create a new Text Area field called "Message" or "Meddelande" when asking for free text information
Untick "Ask 'How Did You Hear About Us' at the end" on the Fields tab
Creating a FunnelBud Form
Click the New button, select Form
Set the form options
Form Type: Select FunnelBud Form
All new leads should be assigned as: Read more about each Lead Status here. We recommend setting Open or Qualified in most cases
Untick the option Ask "How Did You Hear About Us" at the end
Add fields from the Fields menu
Click on the Styles tab to select an existing style. In many cases the button appearance is already styled in the stylesheet, so there is no need to select a custom button.
Click on the General tab to set other options:
Form Name: This is only used internally, leads will never see it. Try to follow a naming convention that works for you.
Thank You Page:
Thank You page URL: Use this if the form is on your website, and you have created a Thank You page. If you are using the form on a FunnelBud landing page, ignore this option (it is set in the landing page editor)
Submit Data to my "Thank You" Page: Tick this option if your Thank You page is set up to accept a copy of the form submission - generally not necessary
Show "Thank You" Page within iFrame: Tick this if you don't have a thank you page and just want to replace the form with a message when it is submitted. You may need to contact our Support to help you with styling.
Auto-Responder: Select an email to send as an auto-response when someone fills out the form, this email will be sent even if a contact is Unsubscribed. Alternatively, you can send an auto-response using a Visual Workflow (unsubscribed contacts will not receive it).
Lead Status: Read more about each Lead Status here.
Postback URL: Advanced option that can send a copy of the form submission to an external system. This can also be done using a Visual Workflow.
Send contact an email that allows them to explicitly opt-in to receiving emails: Read more about double opt-in here
Click Save Changes
Changing the Thank You message in the iFrame
Go to Form settings tab
Scroll down to Thank You Page section
Check "Show Thank You Page within iFrame" and "Use Custom Thank You Page"
Click Edit link in the checkbox
Edit the text inside the <h1></h1> and <p></p> tags.
Click "Save Custom Thank You Page" button
Save changes in the form
Copying an existing form
Copying the Form
Editing the Form
Click Edit Form
Click on the Styles tab, take a note of which Stylesheet and button is used (some stylesheets include button styling, it is not unusual to have the default button selected)
Click the gear icon at the top right and select "Save as a Copy"
Click on the Styles tab, select the stylesheet and button that you noted in step 2.2
On the Fields tab, add or remove fields as needed
On the General tab, rename the form to something appropriate. Follow your naming convention if you have one, it will help you stay organized.
Click Save Changes
Retrieving the Form Embed Code and using on website
(To use it on your website. Skip this if using a FunnelBud landing page)
Go to Content > Forms
Select your form from the left pane OR click the top left gear button, select manage forms, and select the form there.
Click the gear icon at the top right, select Embed Code
Copy the embed code, paste it into your page where you would like the form to appear
When embedding form code into your site, be aware of the following:
Each SharpSpring form has a different embed code. There is not a single embed code for all of the forms you create in SharpSpring. Make sure you are using the correct one when adding forms to a site.
Code placement varies by site. There is no single location where the form goes by default. You will need to place the embed code in the portion of your site code that reflects where you want the form to display. As such, due to individual site styles and formats, each placement and resulting code will be different.
Ensure that you are embedding code correctly. When embedding code, viewing your page source helps determine if the code is embedding correctly. If you use a CMS like Wordpress, be sure to be in Text mode when pasting the code into the editor.
Some external plugins may try and rewrite or simplify the form embed codes. For example, Wordpress has a plugin called Autoptimize that rewrites and moves script blocks to the end of the page. You will need to either change settings or turn off the optimizer.
You cannot use embed code with SharpSpring emails. For security reasons, most Internet service providers (ISPs) block scripts in emails.
Adding an Auto-Responder email to a form
Go to the "Settings" tab in the form editor
Go to the "Autoresponder" section, start typing the name of the email you want to send after a form submission, select that email, and then save.
Now, any person who submits that form will get that auto-responder email.
Using cAPTCHA on your FunnelBud forms
You can add a Captcha prompt to a FunnelBud form on the "General" tab in the section "Invisible reCAPTCHA".
Using Captcha is a great way to prevent bots from filling out forms, however FunnelBud has a number of ways to combat that already. We normally do not recommend using this option unless you find that you are receiving spam/fake contacts from your forms.
If you do turn it on, you should know that it won't always show and thus might seem like it's not working.
Google's invisible reCAPTCHA tool protects your forms from spam and other types of automated abuse. This happens behind the scenes without requiring a user to click a checkbox. Only the most suspicious traffic will be prompted to solve a captcha.
Setting up Form Notification via Visual Workflow
If you want to notify a specific user or person when someone fills out a form, you must create a visual workflow for this.
Go to Marketing > Automation> Visual Workflows
At the top right corner, click Create > Visual Workflow
Enter the name. For example: [Name of the form] notification
Add a trigger: When a contact fills out the form: [Form name] at anytime
Add an action: Send a notification to user [User name].
If you want to send a notification to someone who is not enrolled as a user in FunnelBud, choose: Send a notification to email [Email address]
To send a notification to multiple people, you'll need to create a different action for each person
Activate the workflow