There's so much you can do with FormOnce, but here's a quick rundown of the most important things you should know as you're getting started. This guide shows you the main steps needed to take FormOnce live on your website.
How FormOnce works
The main purpose of FormOnce is to engage with visitors on your website through a form, asking questions that qualify them to schedule meetings with your team or chat with them further.
After filling out a form, their answers determine whether they’re offered a time to schedule with your team or the opportunity to chat live with them (live chat coming soon!).
We understand that personalization leads to better engagement in your visitors' website experience. You can create a different form for each experience your visitors may have, according to their needs and your business objectives. You can also create one form with multiple paths, taking your visitors through the best interactions for them with conditional routing.
This allows you to customize their experience seamlessly, providing the most effective messaging for that specific audience under the given circumstances. It also raises the likelihood of identifying the right prospects for your team to engage with as high-quality leads.
Step 1: Create your form
You can create as many forms as you like for different pages on your website.
You can access your form builder at Setup -> FormOnce -> Create form button.
Start from scratch: You'll start building your form with a blank canvas.
Use a template: Choose from one of our many, ready-made templates. The correct template saves time by providing an example form you'll adjust according to preference.
Duplicate an existing form: If an already-existing form is similar to what you're wanting, you can duplicate that form and tweak it to suit your preferences. Click the three dots on the right-hand side of that specific form and select Duplicate.
Step 2: Build your form
Build a form
If you want to show your form's title to visitors, you can title it.
Drag and drop interactions into the form's column in the order you prefer.
You have many interaction options for your form, allowing you to:
- Ask questions to qualify visitors
- Send follow-up questions depending on their answer, to personalize the experience further
- Offer scheduling to qualified visitors, based on their answers
Routing your interactions
You can route your interactions by choosing conditions and deciding which interaction they should see next.
You can get really specific about the routing logic you want. The logic can depend on how your visitor answers the current question or a previous one. You can also base the logic on a contact field FormOnce already saved to their contact record (for instance, the Company size field).
Offer scheduling with your form
Your form can identify the people your team should speak to further and offer scheduling to them. Once they qualify, route them to a Schedule interaction.
The entire scheduling experience takes place as they fill out the form.
You can add scheduling from the Actions tab.
Choose your design color
You can match your form's color to your website or your organization's branding.
Step 3: Configure assignment for your team
In the Assignment section, you have a couple options for assigning the engagements. This means they'll be the owner of that engagement in their Activity stream.
1) If you offer scheduling, you can assign the engagement to the team member who received the booking.
2) Assign to a specific team member. If you select multiple people, they'll be assigned an engagement based on round robin distribution.
Step 4: Preview your form
At any time as you're building your form, you can preview everything as your audience would experience it.
Step 5: Publish the form and go live
Publish your form
Once you're happy with your interactions and routing, you can publish your form by toggling it on.
Select the Publish tab. Copy the embed code.
You or your teammate can paste the embed code in the admin area of your site, on whichever page(s) you'd like the form to appear.
Your form will appear on that page and interact with visitors according to the rules you configured.