How do I share my Forms?
Lauren Everett avatar
Written by Lauren Everett
Updated over a week ago

Once your Marketing Automation form is set up and published, you're ready to start collecting some responses. Marketing Automation forms can be shared in two ways:

  • Using the URL link

  • Embedding the form on a website

Using the link

Easily send your form out using the URL link that is populated by creating the form.

  • In the left-hand menu, navigate to Share > Page Design

  • At the top, you'll see the URL where your form will be hosted on the internet - copy and paste this link anywhere.

  • As you scroll down, you'll see a preview of what your form will look like when published.

Embedding the form

You can also embed your form on your website.

  • In the left-hand menu, navigate to Share > Embed

  • Use the code here to embed the form on your website

  • To the left, you'll see a preview of what the form will look like

*Notes:

  • If contacts are not already on your contacts list fill out a Marketing Automation form, and they will be added to your Contacts.

  • If an existing contact fills out the form, a PDF copy will be uploaded to their Marketing Automation contact profile under Documents.

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