How to Create a Webform
Welcome to the How-to video on how to create a webform at itracMarketer. This video will guide you through the steps on how to properly create and set up your webform.
Step 1: Navigate to the Home Dashboard
Step 2: Click the Web Form tile
Step 3: Click the Create button
Step 4: Textbox input
Enter the Name, Description and Start Date in the text boxes provided. The End Date and Budget fields are optional.
Step 5: Click the Next button.
Step 6: Select template
Hover over the desired template and click Select this template.
Step 7: Redirect link
Enter the URL for the Redirect Page in the text box provided.
Step 8: Edit the template
Do any desired changes. Drag and drop desired Components onto the template. Hover over a Component to edit, move, duplicate, style and delete the Component.
Step 9: Click the Next button.
Step 10: Review and Confirm
Review the details and click the Confirm Web Form button.
Step 11: Add a new Workflow to the Landing Page
Click the Add a new Workflow to the Landing Page link.
Step 12: Click the “Click to add and Activity” icon.
Step 13: Enter an Activity Id in the text box provided.
Step 14: Select an Activity Type
Select an Activity Type from the drop-down menu. Note: If the If/Else Condition Activity Type is selected, a Condition can be specified to apply to the following activities.
Step 15: Select/Enter the appropriate values for the following fields.
The fields will change depending on the Activity Type.
Step 16: Click the Save/Add Activity button.
Step 17: Repeat steps 12 through 16 until all the Activities are added.
Step 18: Click the Finish button.
Step 19: Click the Embed button
Click the Embed button below the created web form to obtain the code to incorporate into the HTML document where the form will be used.