Install EcoSend Forms
The entry-point to your Marketing funnel, use EcoSend Forms to turn your visitors into customers.
EcoSend Forms are a powerful lead-capture tool to display to anonymous visitors to your website.
With EcoSend Forms you can fill your database with qualified signups, automatically enriched with their social media data.
Then, trigger automated follow ups to nudge prospects along your Marketing funnel,
from inquiry to conversion.
Our recommended use-cases for EcoSend Forms include:
Early Access lists
‘Contact us’ requests
Placed in front of a white paper download
How to add an EcoSend Form to your site ✍️
1️⃣ Select your template
With EcoSend Forms, you can select from a range of pre-set templates, such as:
2️⃣ Customise your Form fields
You can edit your Form’s fields to reflect the information you would like to collect. Hit the ‘Bin’ Icon to remove existing fields, or the “Add New Field” to create a new field. You can then drag & drop your fields to your preferred arrangement.
New fields can be selected from our pre-set options; alternatively, you can build out your own custom fields. These fields will then populate in your EcoSend Contacts, as well as onto your users’ profiles.
This allows you to build Smart Groups and filters, based on those custom properties, and segment your audience to a granular detail.
You can select from a number of options for formatting your fields, including:
Extended Text Field
Dropdown select works best if you want to limit users’ choices, while freehand Text Field allows your submissions to be more varied.
You can also customise your Form’s colour, in order to fit with your website branding.
3️⃣Advanced Options and Double Opt-in
We recommend enabling the double opt-in feature in order to safeguard against Form spam submissions. Double opt-in will ensure only legitimate emails are added into your Contacts list.
You can also add a re-direct URL after users have completed the Form. For example, if you offer a Lead Magnet after submitting the form, you could redirect them to your Lead Magnet download page. Alternatively, set a ‘Thank you’ message to confirm the submission.
4️⃣ Copy & Paste the code into your site
Having completed your template, GoSquared will automatically build the code for your Form. All you need to do, is copy & paste it into the relevant area in your site.
Updating your Form
Need to make changes to your Form after embedding it into your site? No problem!
EcoSend Forms are dynamically hosted via an iframe, meaning any changes you make to your Form in EcoSend, once saved will update automatically on the embedded Form on your site 🪄
Simply click into your Form, make your changes, click Save and Publish, head back to your site and refresh your browser. Watch as your Form has magically updated to reflect your changes!
You can access your Form submissions in a number of ways. From the Forms navigation bar, you can view the list of Forms you have built, and click into each Form to view the submissions.
Alternatively, from your People section, you will be able to select the relevant Form from your Smart Group list. The title will relate to the ‘Name and Purpose’ setting of your Form.
You can setup a Notification to send to your email or Slack channel, whenever a new lead fills out a Form submission and enters the relevant Smart Group.
Video Walkthrough 🤩
My Form is creating new profiles for people even though I already have existing profiles
Profiles created by Forms will not automatically be merged into existing profiles with the same email address to protect privacy. A future version of Forms will include the option for stronger verification of email addresses which will enable automatic profile-merging. For this reason, we recommend limiting access to GoSquared Forms to anonymous visitors only, rather than logged-in users.
If you have duplicate profiles created via Forms and already-existing profiles, you can merge those profiles using our Profile Merging feature