Empower your lead management with Nimble Web Forms! Utilize customizable pre-set templates or create your own from scratch to easily manage and analyze data. With detailed analytics, web forms provide businesses with a versatile tool for streamlining lead management. They can be embedded directly into your website, allowing leads to easily share their information with you. The form automatically stores all the gathered information for analysis until you are ready to use it. Aiding you in taking control of valuable customer data and using it to your advantage.

The first step to utilizing this feature is setting up web form templates or creating them from scratch. Preset templates have been created to help you quickly set up your web form and get started.

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Choose your form template

Customize your form fields

Design your form's style settings

Finalize your form settings

In Nimble, you have the option to follow a preset template, with pre-selected fields ready for use. Alternatively, you can start your web form from scratch and customize every aspect of it to your specific needs. Either way Nimble gives you the choice to adapt to your unique business requirements and preferences.

To get started, click the Web Forms tab then choose "Add New Webform". Nimble will launch a new page and you can then choose either a blank template or from one of the suggested templates.

When you choose a preset template, there will be predetermined fields that are specific to that form.

For example, if you choose the “Support” form template, you will see the following set of unique fields:

Don’t worry, you can alter the fields to fit your specific needs.

When ready, click "Continue to Build Form".

Now that you've selected your form, you can now customize it to your liking.

In the left side panel, you'll see the default fields available to add to your web form. If these fields do not meet your needs then you can always create a new field. The available options for Custom Fields are Single Line text, Multi-Line text, Checkbox, Dropdown, and Hidden Fields.

For example, if you wanted to create an opt-in field, you could use the Checkbox custom field and set up the fields accordingly.

If you need to edit a field, just click the pencil icon and you’ll be able to change any of the suggested fields. You can also delete a field or add a new one by clicking on "Add Field here" by dragging and dropping from the left side panel.

When you add a field, a panel on the right side opens, giving you the option to customize the field, changing its type, label, and name, as well as determining whether the field should be required or not.

When ready, scroll down and choose "Continue to Style Form".

With Style Form, you have the ability to personalize the appearance of your web form. This includes changing the font style, color scheme, background image, and other visual elements to customize it to your liking and fit in seamlessly with your website's branding.

To get started, click on the "+" sign next to General Settings, Form Colors, or Fonts. Once it expands, you'll have a variety of customization options to choose from.

In General Settings, these options can include changing the field size, shifting the label position to the left, right, or above, adding boards, shadows, changing the width, etc.

In Font Color, these options include changing the background color, field color, field, and form shadow.

In Font, you can choose the font type, weight, and size.

When you are ready, click "Continue to Form Settings".

Once you have personalized the appearance of your form, it's time to finalize it and get ready to use it. In Form Setting, at the top of the page, you'll find the option to name your form. Remember, the form's name is only visible to you and will not be seen by your contacts. This makes it a great opportunity to use a descriptive label or an informative name to help you identify the form in your account.

Post Submission Page

In this section, you can select what should happen after a user has submitted your web form. You can choose to send them a message thanking them for their submission or redirect them to a different page.

You may also customize the thank you message, if you choose that option, or select where they should be redirected to by adding a URL. This allows you to personally tailor the experience for your users and optimize the webform submission process.

Form Response Statuses

In the 'Form Response Status' section, you can select the status of contacts who filled out your form. New responses automatically show as 'New' status, and you can add any additional statuses that align with your needs by clicking the 'Add New' button."

This could also be modified to fit a more specific scenario by providing more details about the possible statuses.

Track Google Campaign Parameters

With our Google Analytics campaign parameters integration, all the necessary data will be saved automatically. When your web form submission includes relevant parameters, such as utm_campaign, utm_medium, etc., they will be recorded along with the response.

This allows you to optimize your Google Analytics reporting and track the performance of your web form, as well as provide more accurate and detailed analytics on your campaign's impact.

When you are ready to finalize your web form, click "Publish Webform".

A page will then launch with your "Embed Instructions".

To access your forms and make changes, visit the Web Forms tab, choose your form then choose "Edit". Click the trashcan icon to delete it.

Click here to learn more about embedding your web form: Embed Your Web Forms

In "After Submit Actions", Nimble will help you to create contacts from your web form responses or search existing contacts without extra work. When you open response details, Nimble will automatically search for duplicates or offer to create a new contact.

First, determine whether you would like Nimble to automatically create new contacts when a response is submitted or if you'd like this process to be manual. Toggle the switch to the right to turn on automatic contact creation.

Next, select your contact fields then choose how you would like the contacts merged and set privacy rules. You can also tag your contacts.

When you are ready, click "Save Mapping."

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.