Marketing - Forms

Web Form Settings in Movegistics 5.0 📅

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Why This Matters to Your Business 🚀

Forms allow you to collect leads directly from your website, landing pages, or internal campaigns. With Movegistics Forms, each submission instantly creates a lead record, giving your sales team a head start — no manual entry required ✌️. This improves conversion rates and helps your business grow faster ⚡️.

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🖊️ Creating a New Form

To create a new form:

1. Go to Settings > Marketing > Forms.
   
   
   
   
   
   

2. Click the blue + button to add a new form.
   
   
   

3. Enter a name for your form and click Next.
   
   
   
   

Add Fields:

Drag and drop fields from the Lead Module section on the left into the live preview panel on the right.

• Popular fields include: First Name, Email, Mobile Number, Move Date, Origin and Destination Info.
  

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📨 Set Up Follow-Up Email

After a user submits the form, you can send them an automatic email reply.

1. Navigate to the Follow-Up tab.
   
   
   

2. Click Create Follow-Up Email.
   
   
   

3. Fill out the Subject Line, Email Body, and optionally a Footer.
   

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💡 Configure Form Options

Under the Options tab, choose what happens after form submission:

• Display a thank you message, or

• Redirect to another page (e.g. confirmation page on your site)
  
  
  

You can also:

• Send notification emails to your team (enter recipient email addresses).

• Enable "Always create contact for new email address" toggle to avoid duplicates.

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👁️ Preview and Publish

Once your form is set up:

1. Click on the Preview tab to see exactly how your form will appear to visitors.

2. If satisfied, click Publish to make it live.

3. Or choose Save as Draft if you're not ready to launch it yet.
   
   
   

This step is essential to ensure your form is visually clean and error-free before collecting real submissions.

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🔗 Embed or Share Your Form

After publishing:

1. You'll receive two options: Embed Code or Share Link.

2. To embed the form on your website, copy the HTML <iframe> code and paste it into your website's code.

3. To share, use the direct link provided to place on landing pages, email campaigns, or anywhere your customers can access it.
   
   
   

This flexibility allows you to integrate forms exactly where your audience interacts with you most.

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📈 Track Form Activity

Each form shows:

• Views

• Submission Rate

• Total Submissions

• Created & Modified Dates

• Link to its hosted URL
  
  
  

Access this by going to Settings > Marketing > Forms.

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Final Tips ✅

• Keep your forms short and mobile-friendly.

• Add required fields only when necessary to avoid drop-offs.

• Use custom follow-up emails to personalize the customer journey.

For any questions or advanced form styling support, contact [e-mail].

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