Forms

Forms help you get the information you need.

For example you can ask about:

  • The size of lead’s company to deliver appropriate messages
  • The position of a lead to communicate in an understandable way
  • Email address to add a visitor to your newsletter.

How to create a form:

  1. Go to Engage → Forms
  2. You can add your own html code or choose one of our templates you can adjust
  3. The preview will show the changes to the code
  4. You can add different fields based on standard attributes
  5. Click save
  6. Done!

How to display forms

Planning displaying forms takes place in Actions and can be done without any coding skills.

Custom attributes in forms

While creating a form or editing it, you can press the "Insert Field" button to insert your custom attributes inside the form - simple as that!

Keep in mind, that with phone_number attribute, your visitors will have to provide correct number so it can be saved. Correct formatting is E.164

Exit-popup form

You will be required to have an FTP / SFTP credentials to edit your website files, almost no knowledge of JavaScript and 2 minutes to finish this up.

  1. Assuming you're already on your server's FTP / SFTP, please proceed to step 2.
  2. Copy the code below and paste it into the <script></script> tags.

    function addEvent( obj, evt, fn ) {
      if ( obj.addEventListener ) {
        obj.addEventListener( evt, fn, false );
      }
      else if ( obj.attachEvent ) {
        obj.attachEvent( "on" + evt, fn );
      }
    }
    addEvent( document, 'mouseout', function( evt ) {
      if ( !!window.sessionStorage ) {
        var timeout = JSON.parse( window.sessionStorage.getItem( '__ue__timeout' ) );
        if ( !!timeout ) {
          var elapsedTime = ( new Date() - timeout ) / ( 1000 * 60 );
          if ( elapsedTime <= 1 ) {
            return
          }
        }
      }
      if ( evt.toElement == null && evt.relatedTarget == null ) {
        userengage( 'event.left_the_window', { 'mouseX': evt.clientX, 'mouseY': evt.clientY } );
        !!window.sessionStorage && window.sessionStorage.setItem( '__ue__timeout', JSON.stringify( + new Date() ) );
      }
    } );
  3. Now let's go through few lines and see what we've got here.
    • Line 14
      Number 1 stands for amount of minutes. So only once every 1 minute the event will be fired if user will try to leave your website. Changing it to 5 will make this function fire event only once every 5 minutes.
      if ( elapsedTime <= 1 ) {
    • Line 20
      left_the_window - stands for the name of your event, you can change it if you prefer to. While mouseX and mouseY will determine at which X/Y did user try to leave your website.
      userengage( 'event.left_the_window', { 'mouseX': evt.clientX, 'mouseY': evt.clientY } );