Zibster Website Package includes the Form & Contract builder that allows you to create online forms, questionnaires, contracts, and more. Whether you're looking to create new forms or customize existing ones, this tutorial will walk you through each step of the process. You'll learn how to choose the right form template, add and customize standard fields, capture essential client information with contact fields, and utilize powerful features like file uploads, payments, and digital signatures. By the end of this guide, you'll have all the tools you need to build and optimize forms that enhance your client interactions and streamline your workflow.
GETTING STARTED
To begin, log into your Zibster account and click on the FORMS option in the left-side menu of your control panel. You can either select an existing form or choose the option for NEW FORM to create a new one. You'll be able to pick a FORM TEMPLATE from five different categories by clicking on the SELECT button on the template you want to customize. If you want to change the appearance of your form, check out our tutorial on customizing form design.
STANDARD FIELDS
Standard fields help you collect general information, add titles, text, and format with line breaks. Here’s a quick overview of each:
- Short Answer: A small text box for brief responses (e.g., "What is your contact preference?")
- Paragraph: A larger text area for detailed messages (e.g., "Tell us how you heard about us.")
- Radio Select: Single choice option (e.g., type of session).
- Checkbox: Multiple choice options (e.g., "Check All That Apply").
- Drop Down Menu: Select a single answer from a list.
- Date: Choose a specific date.
- Time: Choose a specific time.
- Full Name: Collects first and last name (use CONTACT FIELD FULL NAME to store in your database).
- Email: Collects email address (use CONTACT FIELD EMAIL to store in your database).
- Phone: Collects phone number (use CONTACT FIELD PHONE to store in your database).
- Address: Collects a physical address (use CONTACT BILLING ADDRESS or MAILING ADDRESS to store in your database).
- Title: Adds headers to sections of your form.
- Text: Includes custom text in your form.
- Editor: Add and format custom text with links, colors, sizes, and HTML code.
- Line: Creates line breaks for formatting.
PRO TIP!
For lead generation or capturing specific customer contact information, use the CONTACT FIELDS to ensure the information is stored in your CONTACTS database.
CONTACT (CRM) FIELDS
Contact Fields allow you to properly capture and store your client/lead's contact information each time the form is submitted. These fields will help you grow your client database and take advantage of the CLIENT RELATIONSHIP BUILDER (CRM) tools built into your Zibster account. Your contacts are stored under the CONTACTS icon at the top of your Control Panel.
- Full Name: First and last name, creates a contact entry.
- Email: Email address.
- Phone: Phone number.
- Billing Address: Useful for contracts and invoicing.
- Shipping Address: Shipping address.
- Work Phone: Secondary phone number.
- Birthday: Birthday.
- Company Name: Company or school/team name.
- Facebook: Facebook profile URL.
- Twitter: Twitter profile URL.
- Family & Friends: Create a referral program form for re-marketing with email marketing tools.
MISCELLANEOUS FIELDS
These fields provide specific functions in the FORM EDITOR:
- File Upload: Allow your clients/leads to upload files via your contact form. You can have up to five (5) file upload fields per form. Accepted file types are .jpg, .png, and .gif, with a maximum file size of 4MB. Files uploaded through your forms will be saved in your FILE LIBRARY & SUBMISSIONS for that form and under the SUBMISSIONS tab within the client/lead’s contact entry.
- Payment: Configure your form to accept payments. This feature is great for collecting session fees or deposits from your clients as an alternative to invoicing.
- Rating: Create a custom rating scale for surveys and questionnaires.
- Video: Embed video into your form by adding the embed code from YouTube, Vimeo, or Animoto.
- Signature: Allows your clients/leads to digitally sign your form or contract.
EDITING FIELDS
You can edit any field by clicking on the PENCIL ICON to the right of each field choice to make it OPTIONAL or REQUIRED and access ADVANCED OPTIONS such as changing the date and time format or adding conditions.
Leave a comment
0 Comments