Embedded Forms

Embedded forms in Integration Social provide a seamless way to collect leads directly from your website. These forms automatically sync with LeadIS, enabling instant communication and automation.

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Creating an Embedded Form

1. Access Embedded Forms:

   • Navigate to Settings > Embedded Forms from the sidebar.

2. Create a New Form:

   • Click the green + button to create a new embedded form.
   • Customize the form fields and design options.

3. Customize the Form:

   • Add a Title and Subtitle to explain the form’s purpose.
   • Set the Foreground Color, Background Color, and Privacy Policy Link.
   • Add fields such as:
     • Full Name
     • Email Address
     • Phone Number
     • Message
   • Configure field requirements and map them to LeadIS attributes.

4. Add Rules:

   • Create rules to validate form submissions.
   • Example: Require at least one contact method (Email or Phone).

5. Preview and Save:

   • Use the preview section to see your form in real time.
   • Save the form once satisfied.

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Managing Embedded Forms

• View all your embedded forms on the main Embedded Forms page.
• Each form card displays:
  • Name of the form.
  • Number of Fields included.
  • Validation Rules applied.

Click on a form card to edit its settings or copy its embed code.

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Embedding a Form

1. Copy the embed code from the form details page.
2. Paste the code into your website’s HTML.
3. Publish your website to make the form live.

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Benefits of Embedded Forms

• Collect leads directly from your website.
• Automatically import leads into LeadIS for immediate communication.
• Customize forms to match your brand and specific lead capture needs.

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Screenshot Details

• Main Screen: Displays all forms with details like field count and rules.
• Customization Screen: Shows the settings for creating or editing a form, including design, fields, and rules.