Designing Buttons and Forms

You can design the call-to-action buttons and forms displayed on your board sections and inspire your lead to take action on a board - send a message or email, share the board with others and more. 

To edit the buttons and forms, you can hover over them and select the pencil icon or simply double click on the form or button.  

Designing call-to-action buttons 

Use the editing tools to design the call-to-action buttons on your board. 

1. To design a button, hover over the CTA button and click the edit button or double-click on the button.                                                             
2. Choose a button style from the drop-down list. Button styles are part of the board theme and cannot be edited.  
3. Enter a button label. 
4. Under Actions, select the type of action taken when the lead clicks the button. 

• • Contact Me: allows leads to contact you by entering their email address. When choosing this option, select a privacy message to add to the CTA button.  
  • Send a Message: allows leads to send you a message. When choosing this option, select a privacy message to add to the CTA button.  
  • Open a URL: generates a link on the board. Enter the URL in the textbox and select Open in a new tab if you want the URL to open in a new page.  
  • Form: add a preconfigured form from the dropdown list or create a new form. To learn more about configuring form settings, read below. 

When choosing this option, select a privacy message to add to the form. You can optionally send an email to notify leads that the form was received by enabling Send an email upon submission and then selecting an Email Template. In the Who is the sender field, select the inviter or enter the name of another person in whose name the email will be sent.

• • Share: allows leads to share a board with others. When choosing this option, select a privacy message to add to the Share button. You can optionally send an email to notify about board sharing by enabling Send an email upon submission and then selecting an Email Template. ‘System’ refers to Folloze templates and ‘Board’ refers to board email templates. 

• • Registration: generates a registration form for leads to register for live events or gated content. Choose a preconfigured form from the dropdown list or create a new form. To learn more about configuring form settings, read below. 

When choosing this option, select a privacy message to add to the registration form. You can optionally send an email to notify leads that the registration form was received by enabling Send an email upon submission and then selecting an Email Template. In the Who is the sender field, select the inviter or enter the name of another person in whose name the email will be sent.

• • Send an Email:  allows leads to send an email directly from a board. When designing the button, fill in the ‘To’ and ‘Subject’ fields. When the lead clicks on the Send an Email button, an email message of the lead’s default email provider opens with the ‘To’ and ‘Subject’ fields filled in already.                                                                             

To learn more about sending confirmation emails, read Notifying leads of form submission or board sharing.  

To learn more about templates, read Creating Email Templates.  

Configuring form settings 

After adding a form to your board, you can configure the form settings as follows. 

1. Enter a Form Name. This identifying name will appear in the dropdown list of forms. 
2. Enter a Form Title. 
3. Configure the available form fields as Optional, Required, or Invisible. Email is a required field. 
4. Under Form Button Label, name the button label (i.e., Send, Submit). 
5. Enter a Confirmation Message to display when the lead submits the form (i.e., Thank you or Thanks for contacting us!).  
6. To redirect leads to a different URL after submitting the form, enter a URL in the textbox. If the field is left empty, leads will remain on the board after submitting the form.  
7. To automatically fill in the form in case the lead is recognized by the system, enable Auto fill. 
8. To save the settings, click Save Form.

Form types 

• Classic form: an OOTB form that you can set which fields are required, optional or invisible; but you cannot add fields to the form. You can also enter text for the Submit Form Button Label, i.e., Submit or Send.  Additionally, you can enable Auto fill so that the form is automatically filled in case the lead is recognized by the system.
• External form: a form created and formatted in an external system.
• Marketo form: a form created in Marketo and added to the Folloze instance. The Marketo form appears in the list of form options marked with a ‘Marketo’ label.  Before you can add your Marketo form to a board, request from your Company Admin to embed your formatted Marketo form in Folloze. By default, Folloze auto-fills the following fields on the form: first name, last name, email, company, phone, country and state. The remaining fields are controlled by Marketo. 
• Eloqua form: a form created in Eloqua and added to the Folloze instance. The form appears in the list of form options marked with an ‘Eloqua’ label.  
• Custom form: a form created and formatted by a Folloze developer. You cannot edit any of the form's fields.