How do I add a new form?

Answer:

First, think about the purpose of the form you are wanting to create. Would it require custom fields or settings? Your website already comes with a set of general forms (contact, service, finance, trade) to use and edit. Custom forms are typically used for special events, rental, leasing or reservation requests, upgrade or exchange programs, and other purposes. If the new form fits this type of situation, you can add it by following these detailed, step-by-step instructions.

Once you open the Remora Administrative Portal, select the main tab called Forms, and the subtab Manage Forms (read over how to access forms), click on the blue circle with a plus sign (pictured below) in the bottom, right corner.

On the Add Form page (previewed below), fill in all of the required (marked by * symbol) and applicable fields.

We suggest naming your Form Title (illustrated below) after its general purpose. For example, if you are creating a form for special events, you would call it Special Events Form. Note: The Form Title will not show up on the web page.

In the Form Type drop-down menu (depicted below), you have the options of General Form, Credit App, Payment Form, or Vehicle Info Form. General Form allows you to make any custom field. Selecting Credit App or the Vehicle Info Form is only necessary if you need to collect more details, such as secure information or vehicle data.

In the Submit Button Text field (see below), just enter what you want the button to say.

You will need to configure where the form is sent after being filled out. For sending to your CRM, click on the Enable ADF Form toggle switch to change it from gray to blue (shown below), which turns on the function. Then, select from the ADF Email Group drop-down menu (visualized below).

Note: You must create a new Email Group if one does not already exist.

If you also want the completed form sent to an email inbox, select a HTML Email Group (displayed below). Otherwise, leave blank.

Under Form Submit Confirmation Type (viewed below), you choose how users receive their confirmation after they fill out the form. Confirm Message is selected by default, which is a non-intrusive pop-up that displays a message. Confirm Page directs users to a separate page.

Next, input what you want the confirmation message to say in the Confirm Message field (exhibited below). For example, “Thank you for your submission. Someone from our dealership will be in contact with you shortly.”

The Form Designer (given below) allows you to design how the form will display. You may include multiple steps, columns, and as many fields as you like.

Every form defaults to one step. To add another step, click the +Add Step button (demonstrated below) next to the blue Step 1 button. Then, you are required to enter a label (represented below) for the additional step(s).

Every form also defaults to one column. To add another column, click the Use Two Columns checkbox (portrayed below). From there, you will be able to configure fields in the first column when View Column 1 is selected or configure fields in the second column when View Column 2 is selected.

The Common Fields drop-down menu (provided below) in the top, right corner of the Form Designer section is where you can choose from our most commonly used fields. After each selection, click the green circle with a plus sign (image below) to add it. The options chosen will appear in the designer box (example below). Note: Capturing the full name, email address, and phone number is imperative.

You can also click on or drag and drop options from the right column (illustration below) for customization.

When adding from this list, you should modify the fields individually. To edit a field, simply hover over it and click the button with an image of a pencil (visual below) in the right corner. This will bring up the settings (sample below) for that specific field, including making it required (user has to fill it out before submitting) and/or encrypted (data captured is encrypted or secure).

Here are some of the other main settings you may see:

Toggle: on/off switch

Label: title of the field you want displayed

Help Text: displays a question mark icon (graphic below) that brings up a text box when users hover over it

ADF: This tells your CRM what field to place this data in once the information is received, known as parsing. For example, a special events form will have the user enter what time they would like to reserve their spot. Since the field is related to a time, you will input “contact_time” in the ADF box (picture below). If an ADF is not selected, the field will not parse into the CRM correctly, and the data will be lost.

Note: There are only a select number of fields to choose from that your CRM provider will accept. Making certain the label and overall title of your form clearly states what the form is about will help ensure anyone looking at leads in your CRM will see those fields for their intended purposes.

Placeholder: Grayed out content appears inside the field with the intention of instructing users where to type before they start. Most times, this would include the same text as the label.

Value: content typed into the field already by default

Max Length: number of characters users are limited to entering

If you want to delete an added field, just hover over it and click on the X button (figure below) in the right corner.

 

For the last section, tracking pixel is code placed on your website to measure how users are behaving and converting when arriving from ad campaigns. Let us say you are running an ad on the Ford Focus. You can see that it has been viewed or clicked on and the user was taken to your website. But, it would be helpful to know if your ad was effective. Did the user navigate to your inventory? Did the user fill out a form? Or, did the user simply leave the site as soon as they landed? You can also capture insightful information from a user’s cookies, such as their operating system/device, browser, time, etc. In summary, tracking pixels are useful in providing insights on how to optimize ad campaigns better by measuring and analyzing the user’s behavior.

Tracking Pixel Event HTML/JavaScript has two places (picture below) for adding your code: when the form loads or when the form is submitted. To add a tracking pixel code, just paste the code in one of those options. Make sure the tracking pixel code is in HTML/JavaScript format.

In the screenshot below, the first field (On Form Load) shows HTML, while the second field (On Submission) shows JavaScript. If you do not have a tracking pixel code, leave these fields blank.

Finally, click on the green ADD FORM button in the bottom, left corner to save and generate your form.

Note: Now that the form has been created, you will need to add it to a page. Otherwise, the form is not being used.