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Step 11 - Creating forms

By default your Plot website will come with a newsletter sign up and contact us form in place.

You can create as many more forms as you need and position them anywhere on the website using 'Form layouts'. First, let's create the forms you want to use.

Creating new Forms

To do this, go to the 'Forms' section in the left-hand sidebar and click 'Create new form'.

Here, you'll have the option to pick from a variety of pre-made inputs. Simply give your form a title and add click the relevant inputs you want on your form (and adjust the settings in each as you add)

By clicking the 'confirmations' tab you can select whether to show a message on form entry or redirect to an alternate URL.

You can hook up your CRM to send successful forms submissions. Click on 'Connections and add the CRM integration. You'll then need to map the fields to your CRM but this is a simple process

You can send notifications (i.e to alert you a submission has happened) by clicking the 'Notifications' tab, putting in the email address and Message subject

You also have the ability to send the form data into the Fan engagement area of Plot where you can track site activity, favourites and pass rich data to 3rd party tools.

Placing forms on pages

Once you've set up all the different forms that you'll need across the site, you can quickly and easily place them on any page you wish. Navigate to a page and add a new Plot layout, "Form".

You can then easily add a heading section if you wish, choose the form you want to add from the drop-down and pick which theme you'd like the form branded in.

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