How to Add A Form To Your Virteom Powered Site

How to Add A Form To Your Virteom Powered Site

How to Add a Form to your Site

You're interested in adding a form to one or more of your pages. That's great! adding a form to your site is a great way to obtain contact information for potential and current customers. It also serves as another avenue for people to ask questions about your products and services. It can be a great way to generate leads, and with the Virteom CMS it is extremely easy to put a form within any editable zone on your site. Here are all the steps you need! And of course, if you have any questions please do not hesitate to reach out to our team! We're here to assist you!

 

Login to the CMS

Click on "Manager"

Click on "Forms" on the left hand side

Click "Add New" to create a new form

Create your Form

1. Name your form

2. Select the pages you'd like it to show up on. You can choose multiple pages; however, the form can only be placed into one specific editable zone [each page can have up to 20 zones, and the zones are numbered by little black and white circles with numbers in them.]

3. Change the text that shows up on the "Submit" button. You can say "Submit", "Send", or whatever you'd like! Please note: The button text has a character limit. If you find your button text is cutting off, please contact Virteom support.

4. If you'd like, you can select these optional options.

Select the region and save

Select the region you'd like this to show up on. Typically if you have a one column layout then you only have one zone [or the top zone is the first zone]. If you're using a two column layout then generally the left column holds Content Region 1 and the right column holds Content Region 2.

Then Click "SAVE FORM INFORMATION"

You will need to refresh the page to see your newly created form.

Now Add Fields to Your Form

Now that your form is created you can go into it and add the fields you'd like to collect data for.

Do this by clicking on "Edit"

You can Add lots of things!

Click the "+" on any of these elements to add them to your form.

  • Text Field: This is used for typical user entry items like First & Last Name, Email, Address, City, State, etc. Any field the user is only required to enter 1-2 words or phrases.
  • Text Area: This is used for comments/questions, etc. Anything that requires a more lengthy response from the end-user.
  • Radio Button: A radio button is typically used for 'Yes' or 'No' responses. This type of input is used when you only want one reply from the end-user.
  • Check Boxes: Checkboxes are typically used when you want to allow the end-user to select multiple items.
  • Drop Down Menu: A drop-down menu is typically used when you allow the end-user to select 1 item from multiple choices.
  • File Upload: The file upload element is typically used when you request some type of file from the end-user. 
  • Rich Text/Space: Rich text areas are typically used to provide the end-user with more direction. These are typically used above radio buttons & checkboxes to inform the customer what their selections are for. Additionally, you can use these as a line-break between form fields.

Note*: It is required that you add an "Email" to the form, this is the most basic form element you can use. You will add that by adding a "Text Field"

Add an Email Text Field

After you add the field you can edit it by clicking on the edit button.

Add an Email Text Field
  • Element Label: This is the front-facing item the end-user will see. In the case above, we're requesting they enter their email.

  • Character Limit: This is how many characters the end-user will be allowed to enter in this form field. For simple Text entries, we recommend no more than 100 characters. For something like a Rich Text Edit zone, you may want to do 500-999. We do not allow more than 999 characters due to spamming / security reasons.

  • Variable Name: The variable name for your form fields stores gives your element a unique name - which allows developers to give that element a specific style or it can be used for tracking purposes. The variable name is extremely important for 2 element types: 

    • Radio Buttons: All variables need to be the same for one choice of options. For example, if you're asking the user to answer Yes or No to a question, the variable information on both Yes and No should be the same thing. While your element labels will respectively be 'Yes' or 'No' the variable name should be something like choice1 or yesorno1 for both items. It is what groups these two items together and allows the system to know that they have a choice between those two (or more) options.

    • Checkboxes: When you're giving the end-user options to choose from, the variable name for the like-elements need to be the same. While the element label will be different, all the variable names should be the same. For example, say you're asking the end-user  'What color is your house? Select All That Apply', your element names may be 'Red', 'Yellow', 'Blue', or 'Green' - but the variable name for all these elements would be colorofhouse. 

  • Character Type: This is either:

    • Alphanumeric: Use this if you want your end-user to be able to enter symbols, numbers and letters.

    • Alpha: Users are only able to enter letters A-Z

    • Numeric: Users are only able to enter #s

    • Email: This is used for an email field type Please note: All forms must request Email as a form entry and have 'Email' set as the character type. 

    • Null: This is used for third-party integrations.

Please Note:  Every form in Virteom CMS must request an email address and have that character field set as 'Email'. 

Always make sure to click "SAVE FORM INFORMATION" when you're done!

Manage what happens after a user clicks "SUBMIT"

Now that your form is created you'll want to configure what happens after someone clicks "Submit"

1. Find your newly created form and click "Edit"

2. Click 'Show More Options'

Click on "Show More Options"

Configure "Admin Emails"

If you'd like to send members of your team an email when a visitor fills out your form, type their email address in #2.

You'll also want to check "Active" to ensure they're going to get sent.

3. Fill out a subject line for the email

4. Make a subject body. You can say things like "Someone has filled out your form!" Underneath that our system will automatically send the information the visitor filled out in the form.

More Admin Options

You can add a footer to your email, integrate third parties, etc.

Then click Save Settings!

Send Customer Emails

Second verse, same as the first! Except this time, it's for your customers. If you'd like your customers to receive an email when they click "SUBMIT", this is where you'd note that.

To activate customer emails, click off the 'Active' button below & follow the steps above - enter a subject line and then click 'Save' at the bottom.

"Website Messages"

Here is where you can put information that will show up right on the page when the visitor clicks submit.  Typically you'll say something like "Thank you for filling out our form! Someone will be in touch soon!"

Thank You Page

You can also redirect your visitor to a page after they click submit. Maybe you want to have a form that, after the visitor fills it out they get put on a page with a coupon. After you've created this page you can select it from the drop-down. You can also use this for Google conversion tracking.


Edited 07/22/2019

Loading Form...
Posted By Alana Haws in Forms, Lead Generation, Virteom Cms, Editable Zones

Related Posts

Email Footers with Dynamic Advertisements, Company Wide

Virteom has the ability to manage all of your employees email footers easily and effectively.  The first thing you will want to do is add each employee as a member of the Virteom system.  Do this by clicking on the 'Manager' option on the top toolbar and then clicking on the 'Members' option on the left toolbar. Every member in the system can have the capability of having their own footer. So this can be an 'Admin' or an 'Employee' as as example.  But it is not limited to those types. Add a Member Now add each employee of your organization as a member to the system. Do this by clicking 'Add New Member' and fill in their information.    Managing Your Email Footers Company Wide Once you are done adding each employee you will notice that there is an Email Footer in the lower right with a button called click here. When you click this button a new window will open up and a generated email footer for that employee will

Nov 25, 2012 Posted By Dan Carbone

How to Add Images to Your Website

One of the easiest ways to add some flare to your website is to add images. But how do you add images to your Virteom website? In this article we'll cover all the bases on just that.  Preparing your image for upload First things first, we'll need you to prepare your image for upload. There are a few things you should do to your image before uploading your image to your website: Make sure your image name does not have any spaces in it. We suggest replacing any spaces in your file name with dashes (-) or underscores (_).  Optimize your image for the web. To keep your website running at top speed, you'll want to optimize your image for web. How do you do this? Use an image optimizer like this one.   Uploading your new Image into Virteom Editor Now that you have prepared your image to be uploaded, you're locked in loaded to upload it to the Virteom CMS.  Go to your website and log into your Virteom editor. Once you are logged in go to

Nov 20, 2012 Posted By Dan Carbone

Virteom Cloud Marketing Overview

So many marketing and web development firms promise you award winning websites. This sounds sexy, but what does it really mean to you? Doesn't this mean that they will be winning the award for a good looking website rather than building you a tool that will effectively grow your business?  We think that's what it means. Virteom is on a Mission Virteom is on a mission to change what we do once we launch websites.  We're so serious about this mission that we've become the back end technology firm for marketing firms from Cleveland to Detroit.These marketing firms put their trust in Virteom that we will effectively help them grow their customers relationships.  How do we do it? Take a look at the quick overview video of our technology and you'll quickly understand that we create what we like to call Marketing Rhythm.  In fact some experts believe we just may be forging a whole new segment with our technology.  Rhythmic Marketing Rhythmic

Nov 13, 2012 Posted By Dan Carbone

Most Recent

How To Set A Social Share Image for a Page

Posted By Alesha Wireman
May 01, 2020 Category: Learning, Modules, How To

One of the newest features found within your Virteom powered website is the ability for you to add a social share image to any and every site page. This means that when any page of your website is shared on a social media platform, the image that accompanies the post is one that you choose. Social share images play a large role in the number of engagements your posts or others' posts linking to your website receive. It can impact a viewer's decision to click the post, view the page to find out more, and can ultimately result in new business for you.   This new feature is important for several reasons. You now have the ability to control the social share image for every page of your website to ensure that it's the best reflection of your company and the content overall. You can set the image so that it follows your brand guidelines and captures your audience's attention, making them want to visit the website page every time! Updating the social share image is the simplest way to guarantee that your website, blog posts, and site pages present beautifully on any social media platform across the board. How to set a social share image Login To Your Site To make edits to your website, you'll need to log-in first:  Login to the back-end of your website by visiting (your URL.com)/virteom Enter your username Enter your password Click 'Login' Navigate to the Page you're Setting A Social

How to Add, Edit and Delete Photos Using the Masonry Module

Posted By Olivia Justice
March 23, 2020 Category: Learning, Modules

Is your Virteom powered website utilizing the Masonry Photo Module? Adding new photos to your gallery is really simple and even allows you to upload multiple images at one time. The one real advantage of using the masonry module is so that you can display images in groupings or categories on a singular webpage. This allows you to separate images out into different galleries so like photos can appear together. For example: Say you're a landscaper and you have a webpage entitled "Hardscapes". You may want to output multiple galleries on this single page to break out each type of hardscape you've done: walkways, patios, pergolas, steps, fire pits, etc. The masonry photo module allows you to accomplish this. You can set multiple categories, and multiple galleries in that one category - all to output on one single webpage. In this how-to article, we explain how to add a new category, add a new gallery, edit an existing category, edit an existing gallery (adding images to an existing gallery), and how to delete categories, galleries, and images in the Masonry Photos module powered by RocketSites. Logging-In First things first, you must log-in to your Virteom powered website. You can do this by visiting your website and adding /virteom at the end. This will take you to the log-in screen for the site. Enter your email address in the email field Enter your password in the password field Click 'Login' Navigate to the Masonry Grid

How to Create Private Pages with Virteom

Posted By Olivia Justice
August 21, 2019 Category: How To

Websites make it easy to get your business information out to the online community, but after building websites for 20+ years, we've learned that sometimes you don't want every page on your website accessible to the general public. Which is why RocketSites offers the ability to create private pages that are only accessible to a designated person/company. Why would you want to use private webpages? Private webpages are used for a number of reasons. Our clients have used private pages for promotions in email campaigns, as a document center, for quote calculators, you name it. Private pages really come in handy! Private pages also allow you to essentially have a draft of the webpage you're creating without it being accessible to the general public. Whatever the use case, Virteom Rocketsites makes it easy to mark a page as 'private' and set permissions for the users you want to have access. In this how-to guide, we'll explain how to create a new page, mark it as private, create a new member, and give access to the user.  Keep reading to learn how to mark pages as private in RocketSites. LOG-IN TO VIRTEOM CMS The first step in adding a new private page to your Virteom powered website is to log-in. Visit your website domain /virteom (Ex: https://yourdomain.com/virteom). Once you hit the log-in page, you'll need to enter your username and password. NAVIGATE TO SITE PAGES Now that you're logged in to the CMS