Introduction
This tutorial will guide you through the process of creating a form on your Oh My Hi website and applying a tag to the user who fills out the form. We’ll also go over the steps to integrate the form with your CRM.
Step-by-Step Guide
1. Create a Tag
- Navigate to your tags section.
- Create a new tag and give it a title (e.g., “info request”).
2. Create a New Form
- Go to your forms section.
- Add a new form.
- Choose a template or start from scratch.
3. Customize Your Form
- Add fields like name and email.
- Make certain fields required if desired.
- Customize the submit button.
4. Save Your Form
- Click Save Form
5. Configure Settings and Integrations
- Go to settings and integrations.
- Adjust settings like leaving users on the same page and sending a message after submission.
- Change the message that users receive.
6. Add a New Integration
- Go to configure integrations.
- Add a new integration to your CRM.
- Give the integration a name.
- Select a custom list if applicable.
7. Map Fields
- Map the form fields to your CRM fields (e.g., email, first name, last name).
8. Apply the Tag
- Select the tag you created earlier (e.g., “info request”).
9. Save Your Integration
- Click on Save Feed
By following these steps, you’ve successfully created a form, linked it to your CRM, and applied a tag. This will allow you to automate your email sequence to users who fill out the form.