One of the most important, and often overlooked aspects in marketing is the growth of your database. There are a ton of different strategies that can help build your marketing database, and you already have one of the necessary tools, the Form Creator in PITCHcrm. By using Form Creator you can forget about having to manually enter contact information, Pitch does that automatically when a web form is submitted. The most common application of this would be Newsletter sign up on your website or event sign ups, but there are many use cases for Form Creator as well.
Using the PITCHcrm Form Creator effectively is a simple 2-step process. For most applications we recommend you first create a custom Tag for each form, then you will use Form Creator to generate the URL & Embed code for your form. Read the step by step guide below, or watch the Getting Started video on Form Creator...
Creating a Tag
**Not a required step for creating forms, but highly recommended.**
A Tag is a custom identifier that's added to specific contacts and used to help segment your contacts into targeted lists. When a contact submits a form created in PITCHcrm they can be assigned a specific Tag, then, you can use this tag to identify the contacts who've submitted the form and/or create contact lists using this Tag.
- Navigate to Tag Manager from the Contacts menu.
- Click Add Tag
- Enter New Tag Name, Select New Tag
- Click Save to save the new Tag. (You can assign this new tag to existing contacts by selecting them, but it's not required)
Using the Form Creator
- Navigate to Form Creator from the Contacts menu.
- Click the Generate button.
- Enter a Title, choose a Tag, insert the button text, customize the color scheme, and choose the optional and required fields. **The Title will be displayed at the top of the form and the button text will be shown on the submit button.
- Add Email Notifications to yourself. (optional)
- Click Generate and Save.
- Congratulations, your web form has been created. Copy the URL or embed code to use the form on a website or in an email button. Pro tip: You can view the form yourself by copying the URL and pasting in your browser.
By: Matt Wade - firstname.lastname@example.org