How to Create a Form

Creating a Form in HeyClients Account

Objective

To create a form within the HeyClients account for various purposes like collecting data, payments, or selling products.

Key Steps

1. Access Form Builder
   • Log in to your HeyClients account.
   • Navigate to Sites > Forms > Builder.

1. Create a New Form
   • Click on "Add Form" and choose to create from Scratch or a template.

1. Edit Form Elements
   • Name the form.
   • Add new elements by clicking the plus sign on the left and dragging desired elements to the form.

1. Adjust Styles and Options
   • Modify form layout, style, colors, and background.
   • Configure event settings and add custom CSS if required.
   • Explore and apply different themes for the form.

1. Integrate the Form
   • Generate embed codes for external websites or HeyClients.
   • Copy form links for direct sharing.
   • Explore activation and deactivation options for form triggers.

Cautionary Notes

• Ensure form elements are correctly configured to avoid errors in data collection or payment processing.
• Test the form thoroughly before deployment to ensure all functionalities work as intended.

Tips for Efficiency

• Save versions of the form to track changes and revert to previous versions if needed.
• Use conditional logic to personalize user experiences and streamline form interactions.
• Regularly update and optimize form styles and options to enhance user engagement and conversions.

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Conditional Logic in Forms