In this article we will be going over configuration of Contact forms that are present in HTML templates.
Contact forms are the forms that are often found on HTML templates (usually at the bottom of the page) that allow site visitors to submit contact information. Contact forms differ from Optin forms in the simple fact that the design of the contact form *already exists* because it is already present on your HTML template. So, when configuring contact forms, you are simply aligning the *same* fields that are present within the contact form on the HTML template.
So if there is a name, email, and message box present on the contact form of your HTML template, those are the fields that you would to align to the contact form when creating.
As a Dashnex PowerTech Pro feature, you can activate the EasyOptin license from a website’s command hub. All previously created EasyOptins before this feature update are still present and available and assigned to a subdomain (website). Within each EasyOptin license, you can create unlimited EasyOptins forms.
If you do not have access to the feature and wish to upgrade to a Pro license, please email support at: [email protected].
Please checkout the video demonstration and steps below:
To activate EasyOptins from your command hub, simply click Activate:
All EasyOptins information and the ability to add forms is available right from your command hub:
START: When clicking Add Form, users have the choice to select Optin form or Contact form, select Contact Form:
STEP 1: By default, there are no design customizations available (as the design of the contact form is already in place and included in the HTML template) but users can configure and match up the contact form fields so that the contact form from any HTML template aligns and captures and organizes the appropriate information.
STEP 2: Configure and adjust the data fields that are PRESENT in the contact form within the HTML template. For example, if the HTML template has these fields (Name, Email, How can we help?):
Then those are the fields that can be configured in the same order and with the same title as shown here back in the contact form data collection configuration:
*Users have the ability to create two custom fields to name the title whatever they want (in this case I used a custom field for "how can we help?")
STEP 3: Once ready to publish, click the publish toggle and save
Users still have the option to integrate a designated AutoResponder if they wish, but it is also optional. No matter which route you go, all submitted entrant information will be available right from the EasyOptin entrant dashboard.
STEP 4: Go and edit the custom page with the HTML template contact form that you want to configure. Edit using the inline editor:
STEP 5: Once in the inline editor, locate the form and see the option to assign a Contact form:
STEP 6: Select the appropriate form and apply:
STEP 7: Assign the data fields accordingly and apply:
STEP 8: Now from the frontend when a customer submits their information, they will see this confirmation:
STEP 9: Whatever support email the website owner has configured into the Website Settings > Custom Domain tab, is the email address that the information will be sent to (this email address must be configured before contact forms can be submitted and it can also always be edited/updated)
STEP 10: In addition to the customer information sent to the support email configured in the website settings, it will also always be present in the EasyOptins dashboard (rather you are using an autoresponder or not):
Users can publish or un-publish, edit, clone and delete their EasyOptins Contact forms from the EasyOptin dashboard.
Within the entrant dashboard, users are also able to download all entrant information into a CSV file to export into any autoresponder accounts if necessary or desired.
***Please note, for Contact forms, multiple submissions from the same user will be captured as well as be sent to the support email address configured in the custom domain tab* (this differs from Optin forms, where no notification is sent to the email and no duplicate submissions are captured for Optin forms)***
This concludes the overview on how to create EasyOptin Contact Forms.
Please contact our customer support at [email protected] or by simply clicking the chat icon in the bottom right corner of the screen if you have any questions or issues