Sharing and Embedding Your Form
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Forms app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Sharing or Embedding Your Form

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Forms’.

2. Share Form Button:

To share or embed an existing form, navigate to 'My Forms', hover over the desired form, and click on the gear icon that appears next to the form's name. From the drop-down list, select 'Share Form'.

3. Understand the 'Share Form' Menu:

The 'Share Form' menu provides three options: 'Link to Share', 'Embed', and iFrame. The 'Link to Share' is a direct URL that can be copied and shared through email or SMS, or it can be added to your website. The 'Embed' option provides the HTML code required to integrate the form directly into your webpage's text editor.

4. Copy the 'Link to Share':

Click the 'Copy' button next to the 'Link to Share'. This link can be pasted wherever you need to share your form.

5. Use 'Embed' Option:

The 'Embed' option provides the HTML code which can be copied and pasted in your website's text editor. Ensure to copy and paste the code exactly without missing any characters.

Note: You or your web developer may use CSS knowledge to modify the appearance of this form on your website, but it only modifies this particular instance of the form.

6. Use 'iFrame' Option:

The 'iFrame' (Inline Frame) embedding offers a live version of your form. Any changes you make to your form in the 'Forms' app will automatically reflect wherever you've embedded it.

Note: The iFrame version may load slightly slower, and any edits should be made within the 'Forms' application, not within the website's text editor.

7. Paste the iFrame Code:

Similar to the 'Embed' option, copy and paste the iFrame code into the website's text editor. Depending on your website platform, you might be able to paste this code into a field without needing to access the text editor.

Note: Form response information will be collected directly in the 'Forms' app, simplifying the data collection process.

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