Constant Contact Forms Overview

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

Regarding Native and Third-Party Forms

In addition to Constant Contact forms, Lead Gen & CRM also allows you to create two other types of forms: native or third-party.

Refer to Connecting Native and Third-Party Forms for information on creating these forms.
 

Create a New Form

You can create forms that gather lead information.

To create a Constant Contact form, do the following:

1. Click Forms in the left toolbar.
2. Click Create Form.
   
   
    
3. Enter a name for the form in the modal window that appears.
4. Select Constant Contact Form.
5. Choose the appropriate lead status to assign to leads that fill out this form.
6. Click Continue.
   
   

You'll be brought into the Form editor, where you can add fields and format the content.

To host your form, paste an embed code into a webpage. Refer to Form Embed Code Overview for more information on embed codes.

Adding Field Content to Forms

Once you have created and saved a Constant Contact form, you can add field and formatting content.

To add content to your Constant Contact form, create or edit a form:

1. Click the Fields tab.
2. Select applicable fields to include in your form from the Fields drop-down menu.
   Important: An email address is required for Lead Gen & CRM to be able to gather form data.
3. Select appropriate elements to add to your form from the Elements drop-down menu.
4. Add appropriate referral fields to your form, if necessary, from the Referral Fields drop-down menu.
5. Add appropriate Persona and GDPR Consent fields from the Special Fields drop-down menu.
6. Click-and-drag fields to rearrange them as needed.
   Note: Click    Delete to remove a field from the form. Removed fields will be placed in the Removed Fields section of their respective field menus.
7. Optionally, select any relevant options from the
     More Options drop-down menu.
8. Click Save Changes.
   
   

Refer to the following help articles for information on further customizing form content:

• Configuring Form Designs
• Creating Form Buttons
• Styling Forms with Stylesheets
• Understanding Form Settings
• Creating Custom Fields 

More Options for Field Content

Some form content has additional options available.

These options are nested under the  More Options drop-down menu.

These options are as follows:

Be aware that these options are only available for select form content:
 

Using Multi-Column Formatting

Form fields and elements can be arranged in columns. This allows for more interesting design choices and is a way to better group certain kinds of field information. 

To place form fields and elements in columns, create or edit a form:

1. Click the Fields tab.
2. Select the desired field or element content from the following drop-down menus:

   •   Fields    •   Elements

   •   Referral Fields    •   Special Fields

3. Drag the added fields or elements into either an open vertical column or an open horizontal column.
4. Rearrange the fields or elements as necessary and then click Save Changes.
   
   

Form fields and elements will automatically adapt to the column width. They can be moved from one column to another without losing functionality.

Editing Forms

You can edit previously saved forms. To edit an existing form, do the following:
 

1. Click Forms in the left toolbar.
2. Locate the desired created Constant Contact form and click   Options > Edit Form in the desired form's row.
   
   

Edit the form as necessary and then click Save Changes.

Previewing Forms

You can see a preview version of your created form. This is helpful to see how it feels to interact with your form.

To preview forms:
 

1. Click Forms in the left toolbar
2. Locate the desired created Constant Contact form and click   Options > Preview in the desired form's row.
   
   

Obtaining Form Embed Codes

You can obtain your form's embed code. These codes allow you to embed your forms on your site.

To obtain a form's embed code, do the following:
 

1. Click Forms in the left toolbar.
2. Locate the desired created Constant Contact form and click   Options > Embed Code in the desired form's row.
   
   

Refer to Using Form Embed Codes for more information on form embed codes.
 

Copying Forms 

here might be times where you would like to have similar forms with only slight differences. You may also want to have identical forms on different pages to trigger different workflows. In any event, you do not need to recreate a form from scratch—you only need to copy an existing form.

To copy a created form:
 

1. Click    Options > Save As a Copy.
   
   
2. Click Close to exit out of the Embed Code window.
   
   
    
3. Click the Settings tab.
4. Rename the form.
5. Click Save Changes.
   
   

Deactivating Forms

While you cannot delete forms outright, you can deactivate them.

To deactivate forms, do the following:
 

1. Click Forms in the left toolbar.
2. Set the Form Activity drop-down menu to Active Forms.
3. Click    Actions > Deactivate Form in the desired form's row.
   
   

Once deactivated, the form will be moved to the Inactive Forms menu.

Reactivating Forms

You can reactivate previously deactivated forms.

To reactivate a deactivated form, do the following:
 

1. Click Forms in the left toolbar.
2. Set the Form Activity drop-down menu to Inactive Forms.
3. Click   Actions > Activate Form in the desired form's row.
   
   

Once reactivated, the form will be moved to the Active Forms menu.

Frequently Asked Questions

Q: How many fields should my forms contain?
A: Forms should contain a maximum of four or five fields. Listing more fields is usually too much, as too many fields bloat the form in both style and substance.
 

Q: Can fields show only under certain circumstances?
A: Yes. You can choose how fields show. Some fields can be set to always show or only show if a lead has not filled out that field before. 
 

Q: How do I set autofill features?
A: Check the Autofill Data toggle to fill data automatically. This lets associated fields automatically populate with a visitor's information if they have already filled out that field.
 

Q: Can I use custom fields in forms?
A: Yes. Utilize the Create Custom Fields link. Custom fields allow you to better customize and specialize forms.
 

Q: What are the main tracking limitations?
A: You may find that forms with referral fields will not track data. When using referral fields, be aware that the fields do not establish tracking. Referral fields do create a second contact record for that referral.  When using referral fields, send an email to that referral stating that they were referred. This  encourages the referred visitor to visit your website and/or fill out a form to establish tracking.

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