You can use Kizen forms to capture leads or collect customer data. Forms can be embedded directly on your website, hosted on KIZEN, or on your own custom domain.
Hosted form pages are landing pages that you can send your leads or customers to.
Creating a Kizen Form
Step 1: From your dashboard, click Platform from the main toolbar
Step 2: Click Forms from the drop-down menu.
Step 3: Click Create Form to begin building a new form.
Step 4: Choose a Form Template. Each template will pull in your branding for a quick customization of your form.
Step 5: Establish your form's settings on the Settings tab of the form builder.
Click into Form Name to edit the name of the form (this is for organizational purposes, no one will see your form name).
Choose the Submit Action by selecting "Show Thank You Page" for pages you'll build within Kizen, or "Go to URL" for pages built outside of Kizen.
Enter the Thank You Page URL, if applicable.
Select which users should be notified when a form is submitted and which method(s) should be used for notification.
Step 6: Build your form and Thank You Page (if applicable) using the Kizen builder on the Build tab.
While designing your form, keep in mind whether you'll be embedding it on a page, or visiting it via a hosted form page. Forms can be built out as full landing pages.
Throttle between each design by clicking on Form Page, or Thank You Page.
Once complete, click Save.
Step 7: Build a Form Submission Sequence directly from the Messages tab of your Form.
Under Forms, your sequence can be a mixture of both date-specific messages and step messages where timing is set in relation to form submission. For example, you can have a form submission sequence that looks like the following:
Text sent immediately upon being added to the sequence
Email sent this Monday at 9:00 AM
Email sent this Monday at 5:00 PM
Anyone added to the sequence after Monday at 9:00 AM will only receive the text and the 5:00 PM email. Anyone added after 5:00 PM will only receive the text.
Step 8: Set up rules on the Rules tab.
Rules are used to adjust what fields contacts see, dependent on how they've answered previous questions.
To set up a Rule, click [+] Add Rule.
Set up your "When/Then" statements. You can add multiple "when" conditions for your rules by clicking the [+] sign and choosing whether you'd like to use AND logic, or OR logic. You can choose multiple results if your conditions are met by clicking the [+] sign.
To add multiple rules, click Add Rule.
To delete a Rule, click the red X.
For our example, "Please Enter Your Rewards Number" will not show on the form unless the first field is clicked.
Once complete, click Save.
Publishing Your Form
To publish your form, you can embed it on a page, or access it on a hosted form page.
On the Publish tab, you'll see the link of your form page, as well as the code to place on your site to embed the form.
For embedding your form within an existing website, just insert this code where you would like the form to appear.
Seeing Your Form Reports
On the Reporting tab, you'll be able to see how many unique visitors saw your form, how many people submitted your form, and a list of contacts who submitted that form.