Depending on your environment, your marketing team may have created Pre-Approved Forms for you to add to your website. These forms can help you capture potential leads from website visitors and may automatically integrate with Salesforce or other external software to connect with anyone who submits a form on your page.
⚠️ Important: The data within Pre-Approved Forms cannot be edited. If you need to update the recipient of form responses, please contact your marketing team.
1. From the Digital Workspace, select My Website and navigate to the page where you'd like to add the form.
2. In the header in the top left corner, click the +Add drop-down menu and select Forms from the menu.
- A Forms widget will be added to the top of the page, underneath the banner.
3. Configure this form by selecting the Marketing Hub in the first drop-down menu.
- A second drop-down menu will display with the contact forms you may choose from.
Note: If you do not see the second drop-down menu load after selecting the Marketing Hub, please refresh the page.
4. Adjust the form display settings:
- Display Form Headers: Turn ON if you’d like to display the name of the form.
- Display Form Placeholders: Turn ON to show field titles inside the fields, or turn OFF to show field titles abovethe fields.
- Accessibility tip: It is generally recommended to leave this OFF so field labels are displayed above the fields.
5. When you are finished configuring the form, click the Save button to generate and display your form on your web page.
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