Only live form on webpages associated with web assistant can be linked to Zoho MarketingHub lists.

1. From the Navigation toolbar, choose Lead Generation and select Lead sources. 

2. In the Forms sub tab, click Create form button.

3. Click Connect now in the section that questions "Got a live form on your website already?"

4. From Form webpage drop down, Choose the webpage where your form is live.

5. Click Load.

6. Name the form.

7. Enter the Form page URL

8. Choose the form you want to link to MarketingHub lists from the webpage once it loads.

9. Map the live form's fields to its appropriate Zoho MarketingHub contact fields

10. Choose the Mailing lists you want the form to be associated with.

11. Click Proceed.

Note: You can associate a form only once with Zoho MarketingHub. The chosen form will retain its existing behavior. Zoho MarketingHub will also send confirmation email on form submission.

For the perfect working of the form...

1. External forms do not collect data from dynamically loaded forms such as :

• Forms loaded through iframes or java scripts

• popups

1. Your form field names are the name attributes of the individual <input>, <select>, <textarea> elements inside the form.

2. The form elements should have some unique attribute to collect data from. i.e ID, class, href 

Viewing form's performance analysis:

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, Choose the form for which you want to see the performance overview.

3. You would find the Form engagement stats in the overview tab:

• Views: Number of times the form was viewed irrespective of the page visitor count.

• Submissions: Number of form submissions received.

• Valid submissions: Number of submissions with valid contact email

• Invalid submissions: Number of submissions with invalid contact email

• Opt-in leads: Number of visitors who have converted through the sign-up form

Response set up:

When visitors submit your form, they will be sent a confirmation email. You can choose to use the default the response pages and emails, or customize them to suit your needs. 

To customize the response pages, click the Edit icon.

Confirmation email 

This is an email sent to leads' email addresses they used for signup. This email includes a button that the leads need to click to confirm the authenticity of their email address 

Designing confirmation email 

Select the Confirmation email sub tab. Click the Edit icon to customize the content and the design of the email. This will open an editor where you can do the following: 

• Change the subject, sender name, and sender address. 

• Add your company logo by clicking the Choose or upload logo button. 

• Edit the content (change the font, size, color, etc.), and customize it to suit your needs. 

Confirmation thank you page 

When your leads confirm, you can show them a thank you page. You can either use the default page or redirect the lead to another URL. 

Designing the confirmation thank you page 

Select the Confirmation thank you email sub tab. Click the Edit icon to customize the content and the design.

Resubscribe email 

This is a confirmation email sent to those who have previously unsubscribed and want to resubscribe. The email will be sent to the address provided by them and includes a button for the leads to confirm their interest in resubscribing. 

Designing the resubscribe email 

Select the Resubscribe email sub tab. Click the Edit icon to customize the content and the design of the email. This will open an editor where you can do the following: 

• Change the subject of your email. 

• Note: The sender name and sender address will be the same as given for the confirmation email. 

• Add your company logo by clicking the Choose or upload logo button. 

• Edit the content (change the font, size, color, etc.), and customize it to suit your needs. 

You can take some actions on the leads who are gathered through these sign up forms. 

There are two types of actions you can define:

 Push to Journey:

You can push the leads who signed up through a sign up forms to a journey by associating the journey with this form.

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, Choose the form for which you want to set up push to journey action.

3. Go to Automaton Tools sub tab.

4. Click Select journey.

5. Select a journey to associate from the drop down.

6. Click Associate.

Note: Only open trigger journeys will be listed in the drop down.

Push to Zoho CRM:

You can push the leads who signed up through a sign up forms to Zoho CRM for further follow-ups.

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, Choose the form for which you want to set up push to Zoho CRM action.

3. Go to Automaton Tools sub tab.

4. Select Push to Zoho CRM

5. Click Configure.

6. Choose between Update existing and push new leads and Update existing leads only in Perform action drop down.

7. Click Save.

8. Click Configure mapping.

9. Select CRM account and module

10. Map Zoho MarketingHub fields to Zoho CRM fields.

11. Click Save.

Changing associated mailing list:

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, choose the form for which you want to change the associated mailing lists.

3. Select Form set up

4. Click Change list.

5. Change lists and click Save.

Changing form set up

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, choose the form for which you want to change the form set up

3. Select Form set up

4. Click Change form set up.

5. Change form page URL, and re-map fields.

6. Click Save.

Deleting a form:

Deleting a form removes it from MarketingHub. The form will remain in its hosted page. 

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, choose the form you want to delete.

3. Click More drop down

4. Select Delete.

5. Select Delete in the confirmation pop-up.

Deactivating a form:

Deactivating a form will stop data submission from the form to the associated lists.

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, choose the form you want to deactivate.

3. Click More drop down

4. Select Deactivate.

5. Select Deactivate in the confirmation pop-up

Activating a form

Activating a form will resume data submission from the form to the associated list.

1. From the Navigation toolbar, choose Lead Generation and select Lead sources.

2. In the Forms sub tab, choose the form you want to activate.

3. Click More drop down

4. Select Activate.

5. Select Activate in the confirmation pop-up