After creating a brand-new form, you need a method of sharing it with your audience. This document will walk you through how to share or embed your form using the Embed or IFrame options.
Publishing Your Form
To share or embed your form, you must first publish it for use. If you do not have a form and would like to create one, you can learn how to do so by using the following help articles:
Once you are satisfied with your new form, you must click on the Publish option located in the top right corner of the page:
This will publish your form and automatically reveal the Share Form menu.
Note - If you have an existing form that you have yet to share or embed, you can access this menu through an alternative method.
Go to the My Forms tab, hover over the form in question, and click on the blue gear icon that appears next to the name. Then, from the list of options, click Share Form.
The Share Form menu will look like this:
Link to Share
This is the simplest option for sharing your form. This is a direct link that any person can use to access your form. You will need this link when sharing your form through emails or SMS. You can also link directly to the form by placing the link somewhere on your website.
You can copy the link by clicking the Copy button. Alternatively, highlight the link with your mouse, right-click, then click Copy. Then, you can right-click again and select Paste to place the link wherever necessary.
Embed
Embed provides the HTML code you need to post in the text editor of your web page. This will integrate an instance of the form, allowing it to appear as designed for users to interact with on the website.
If you are familiar with basic HTML editing, you can use this code to add your form to a website, landing page through services like ClickFunnels or PhoneSites, and anywhere else that might be appropriate.
You will need to access the text editor of your website (this varies depending on the platform) and paste the code in the section where you would like your form to appear.
Be sure to copy and paste the code exactly. If you are having issues making your form appear, be certain that you did not accidentally cut off any characters from this line of code.
You or your web developer may also utilize CSS knowledge to modify the appearance of the form on your website as necessary. However, this only modifies this particular instance of the form. If you were to embed this form on another website, it would look like the original form you created in the form builder.
This is extremely handy as you can utilize your own form instead of using the form on the platform you are using. The leads collected by your form go directly back to the Forms app for you to review. This saves a lot of time when compared to using another website’s form submission system and manually adding that data to your dashboard.
iFrame
iFrame (Inline Frame) embedding integrates a “live” version of your form. This means that any changes you make to your form in the Forms app should automatically be reflected on all copies of your form wherever you choose to embed it.
Note - It is a possibility that your form may load slightly slower as it must go through an additional step to load. However, this is uncommon.
Additionally, your web developers will not be able to edit your form with custom CSS directly within the website’s text editor. All changes must be made to the original form within the Forms application.
Aside from these changes, adding the iFrame code is the same process used for doing a normal embed. Simply copy and paste this code into the section you would like it to appear within the website’s text editor.
Alternatively, your website may include ease-of-life options that allow you to paste the code into a field without needing to touch your text editor. Check with the platform you are using to see if this is an option to make things easier for yourself.