Create Marketing Form

What is a marketing form? A marketing form is a digital "questionnaire" that you can use to collect information from people. When someone fills it out, their details are automatically saved in Smackdab so you can follow up with them later.

There are many benefits to using marketing forms:

• Better Lead Management: Easily capture leads and nurture them with tailored campaigns and follow-ups.

• Personalized Communication: Customize your follow-up emails, offers, and messages, making them much more relevant to the individual, which increases engagement.

• Centralized Customer Information: All customer and lead details are stored in one place. Instead of hunting through emails or spreadsheets, Smackdab holds everything related to that person or company.

• Scalability: As your business grows, you can create multiple forms for different purposes, and all the data flows smoothly into Smackdab.

Marketing forms streamline everything from lead collection to follow-up, making your marketing efforts more efficient, personalized, and scalable.

Ready to get started?

Create Marketing Form

1. Go to "Marketing"

   Select "Marketing" from the main menu.

2. Navigate to "Forms"

   Under "Marketing", click on "Forms".

3. Start a "New Form"

   Click on "New Form" in the top-right corner of the screen.

4. Select Form Type

   Choose from the following form types:

   • Contact Us: Enables website visitors or potential customers to reach out with questions or service requests. Typically includes fields such as name, email, phone number, and a message box.

   • Content Download: Used to offer digital resources in exchange for lead details. This type is effective for capturing qualified leads interested in your educational or promotional content.

   • Custom: A flexible form option that can be tailored to specific campaigns or uses. It supports the collection of custom fields and unique information aligned with your company's goals or marketing strategies.

Once you select what type of form to create, click on "Next".

5. Edit Form

   Follow Smackdab's simple form editor to customize your form. Create a "Form Name", add a "Form Title", and add tags (optional). Further customize by adding, removing, or rearranging fields. You can see a live preview of your marketing form on the right side of the screen.

   Once you are finished, select "Save and Continue".

   

   6. Style

      Adjust fonts, colors, and layout to align with your brand.

      Once you are finished, select "Save and Continue".

   

   7. Automate

      Set up workflows like automated email confirmations, payment notifications, or data updates.

      Once you are finished, select "Save and Continue".

   

   8. Options

      Set up an automatic Thank You page to thank users for their submission, or automatically direct users to a different website after form submission.

      Once you are finished, select "Save and Continue".

   

   9. Publish

      Once you are happy with the form, publish and make the marketing form live for customer use by selecting "Save & Publish".

   

   10. Finalized

       Once you publish the form, the link and embed code will appear and "Published" will appear in the top-right hand corner.

   

   Congrats! By using Smackdab.ai to create marketing forms you’re setting yourself up for smarter marketing, faster follow-ups, and a seamless customer experience!