Embeddable Form Builder User Guide

published on 02 January 2024

As a small business owner or blogger looking to enhance your website, you likely agree that collecting user information and data through forms can be incredibly valuable.

Luckily, with the right embeddable form builder, you can easily create customized forms for your site without any coding knowledge required.

In this comprehensive guide, you'll learn step-by-step how to choose the best form builder for your needs, embed responsive forms tailored to your brand, maximize conversions through optimization, integrate with popular marketing tools, and troubleshoot issues - transforming the way you collect data and interact with site visitors.

Introduction to Embeddable Form Builders

An embeddable form builder is a tool that allows users to create online forms and seamlessly integrate them into their websites without needing any coding or design skills. This makes it easy for small business owners, bloggers, and other non-technical website owners to enhance their sites with functional forms tailored to their needs.

Some key benefits of using an embeddable form builder include:

  • Ease of use - These tools provide intuitive drag-and-drop editors to build forms visually. No coding required.
  • Customization - Forms can be customized with colors, fonts, and other styling to match your website's design.
  • Lead generation - Collect subscriber emails, gather customer feedback, manage inquiries and more to grow your business.
  • Data management - Integrate with services like Google Sheets to conveniently store and manage form response data.
  • Cost savings - Most form builders don't charge monthly fees, making them budget-friendly.

Exploring Embeddable Form Builder Online Free Options

There are a number of free online embeddable form builder tools available today. While the free versions offer core features, paid plans provide more advanced capabilities.

Some popular free options include:

  • WPForms - WordPress plugin with 100+ form templates and basic integrations.
  • JotForm - Drag-and-drop form builder with email notifications and PayPal payments.
  • Google Forms - Simple creation and analysis of forms with Google account.

The free plans allow you to test an embeddable form builder before upgrading if more features are needed.

Advantages of Embeddable Form Builders for Website Enhancement

Using an embeddable form builder provides several advantages for enhancing a website:

  • Matched aesthetics - Forms blend seamlessly into existing website design and branding.
  • Better lead generation - Collect more subscriber emails, sales inquiries, etc.
  • Improved user experience - Smooth data collection improves site visitor satisfaction.
  • Enhanced customization - Tailor forms for specific goals like email signup, contact requests, etc.
  • Easy installation - Embed code provided, no developer resources required.

With the right form builder, websites can gather more user data to grow their business while providing better on-site experiences.

Comparing the Best Embeddable Form Builders

Some of the most popular embeddable form builder tools include:

Tool

Key Features

WPForms

100+ templates, WordPress integration, email alerts

Gravity Forms

Multi-page forms, conditional logic, PayPal payments

JotForm

HIPAA compliance, conditional logic, file uploads

Typeform

Interactive forms, animations, analytics

Each builder has unique strengths. WPForms offers the deepest WordPress integration, while Typeform focuses more on sleek interactive designs. Most provide core features like drag-and-drop editors, custom themes, mobile responsiveness, and data integration with popular services.

When selecting a form builder, assess your specific needs and find one that aligns with your goals, budget, and technical abilities. Testing free plans can help determine the right long-term solution.

How do I create an embedded form?

Creating an embedded form with RapidForms is a quick and easy process that requires no coding or design skills. Here is a step-by-step guide to embedding a form on your website:

  • Log in to your RapidForms account and click on the "Forms" tab in the main menu.
  • This will take you to the form builder dashboard. Click the "Create New Form" button to start building your embedded form.

Select a Form Template

  • RapidForms offers a variety of professionally designed form templates to choose from, including contact forms, email signup forms, RSVP forms, and more.
  • Browse through the template options and select one that aligns with your needs. The template will automatically populate with common fields.

Customize the Form

  • Now you can easily customize the form by adding, deleting or editing fields as needed. Some customizations you may want to make include:
  • Add text fields, dropdowns, checkboxes and other field types
  • Edit field labels
  • Make fields required or optional
  • Set up email notifications
  • Add a submit button

Generate and Copy Embed Code

  • Once you finish customizing your form, click the "Embed" tab.
  • Simply copy the generated embed code and paste it into your website's HTML wherever you want the form to appear.

And that's it! The form will now be live and automatically embedded into your site. As an embeddable form builder, RapidForms makes it incredibly simple to create custom forms tailored to your needs and seamlessly integrate them without any coding required.

Is there a free form builder?

RapidForms offers a free form builder with no limits on forms, fields, submissions, or emails. You can build unlimited forms and embed them on your website at no cost.

Some key features of the free plan include:

  • Unlimited forms, fields, and submissions
  • Embed forms on unlimited websites
  • Collect unlimited submissions
  • Send unlimited emails
  • Access full form builder with all field types
  • Build multi-page forms
  • Use conditional logic
  • Accept payments with Stripe (transaction fees apply)
  • Integrate with 1000+ apps via Zapier

The free plan is designed for small businesses, bloggers, and creators who want to easily build forms to enhance their websites. It has all the core features most users need without complexities or monthly fees.

You can upgrade to paid plans if you need additional features like:

  • Remove RapidForms branding
  • Priority email support
  • Additional storage and submission limits
  • Team collaboration
  • Form data analytics

But the free plan is fully-featured for collecting leads, gathering feedback, creating order forms, and more. It's a great way to start using our embeddable form builder at no cost.

What is the best program to create a form?

When looking for the best embeddable form builder, there are a few key factors to consider:

Ease of Use

The form builder should have an intuitive drag-and-drop interface that allows you to quickly build professional-looking forms without coding. Some top options include:

  • Paperform: Very simple and elegant forms that are easy to embed.
  • Gravity Forms: A popular WordPress plugin with a wide range of customization options.
  • Pabbly: Offers ready-made templates to easily create forms for different purposes.

Features

Think about what features are most important for your use case. Key options to look for include:

  • Form design customization
  • Multi-page forms
  • Email notifications and integrations
  • Data management and storage
  • Conditional logic
  • Analytics and reporting

Zoho Forms stands out for its wide range of features while still being easy to use. HubSpot and OnePageCRM also offer robust feature sets.

Budget

Pricing can range from free basic plans up to expensive enterprise options:

  • Paperform and Pabbly have free tiers.
  • Gravity Forms and Ninja Forms offer premium WordPress plugins.
  • Zoho and HubSpot provide enterprise-level solutions.

Evaluate your budget and needs to narrow down the options. The free/low-cost solutions still include solid core features.

In summary, Paperform is a top choice for simplicity and ease of use while Zoho leads in features. But the "best" program depends on your specific needs and budget. Test out a few options to see which builder feels like the best fit.

What builder is used to create dynamic forms?

Jotform is a popular embeddable form builder that can be used to create dynamic forms with conditional logic and advanced functionality. Here are some key things to know about using Jotform:

  • Easy to embed: Jotform forms can be easily embedded into any website by copying and pasting a code snippet. No coding or design skills required.
  • Conditional logic: Build smart forms that change based on user input with if-this-then-that rules. For example, show a dropdown menu only if the previous checkbox is checked.
  • Advanced fields: Utilize field types like file uploads, signature pads, payment integrations, and more to capture exactly what you need.
  • Data integration: Seamlessly connect form submissions to apps like Mailchimp, PayPal, Google Sheets and more to manage responses.
  • Custom branding: Match forms to your site's design with customizable themes, fonts, and colors.

In summary, Jotform is a versatile and fully-featured embeddable form builder suitable for small business owners, bloggers, and anyone seeking to create dynamic, conditional forms without coding. Its combination of ease-of-use and advanced functionality makes it a great fit for enhancing websites with tailored forms like newsletters, contact pages, lead generation, and more.

Choosing an Embeddable Form Builder App

Choosing the right embeddable form builder app is key to enhancing your website's user experience. As a small business owner or blogger, you want a solution that is easy to use, matches your site's design, and handles form data securely. Here is a step-by-step guide to selecting the best form builder plugin for your needs.

Criteria for Selecting a Form Builder Plugin

When evaluating form builder apps, keep these criteria in mind:

  • Integration - Seamlessly embed forms in your CMS or website builder platform like WordPress or Squarespace without coding.
  • Customization - Match your brand identity by customizing form colors, fonts, backgrounds without complex design skills.
  • Data management - Manage form responses securely in a dashboard, export to Excel, connect to apps like Mailchimp or Google Sheets.
  • Multi-step forms - Create surveys, quizzes with conditional logic across several pages.
  • Lead generation - Generate leads from newsletter signups, contact forms to grow your business.
  • Support - Look for responsive customer support via live chat, email, knowledge base.

Focus on tools that simplify form building without monthly fees. Avoid complex or coding-heavy solutions.

Creating an Account with an Online Form Builder

Signing up with an embeddable form builder app is straightforward. Simply:

  • Go to the form builder's website and click Sign Up
  • Enter your name, email, password to create your account
  • Confirm email to complete registration
  • Log into your dashboard to start using the platform!

For example, with RapidForms you can try the free plan to build unlimited forms. The process takes less than 2 minutes.

Embedding Your First Form in WordPress

Let's go through a real example of embedding a contact form in WordPress:

  • Build your contact form in the form builder app
  • Customize the form with your brand colors and fonts
  • Get the form embed code
  • Log into your WordPress site, go to the page to add the form
  • Click the "text" tab to edit HTML
  • Paste the embed code into the page's HTML
  • Publish the page with the live form!

That's it! Your form is now securely embedded and collecting submissions. You can manage responses from the form builder's dashboard.

With the right embeddable form builder, you can quickly create custom forms that blend seamlessly into your website without technical skills or monthly fees. Focus on the solutions that simplify form building to suit your work needs.

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Customization and Design

Customization and design options are critical for creating effective forms that align with your brand and enhance user experience.

Form Customization for Brand Alignment

  • Match your form colors to your brand palette using the color picker tool
  • Upload your logo to brand the form header
  • Customize the submit button text
  • Add custom CSS to fine-tune styling

This allows you to seamlessly integrate branded forms into your website.

Building Multi-Step Forms for Enhanced User Experience

Multi-step forms with conditional logic:

  • Break long forms into shorter logical sections
  • Only show relevant questions based on previous responses
  • Provide a progress indicator to track completion
  • Reduce drop-offs from form fatigue

Build them in the form builder by adding pages and setting up conditional logic rules.

Leveraging Themes and Styling Options

The form builder includes:

  • Pre-made form themes to choose from as a starting point
  • Options to change fonts, sizes, borders and other styling

This enables you to quickly style your form without coding knowledge.

Form Field Customization for Effective Data Collection

Customize form fields to capture the right data:

  • Add, delete or duplicate fields
  • Set field types like text boxes, dropdowns, checkboxes etc.
  • Make fields required or optional
  • Set character limits and validation rules
  • Arrange field order logically

Optimized fields result in higher quality lead data.

In summary, extensive customization and design options help ensure forms match your brand identity and provide an excellent user experience.

Integration with Marketing and Management Tools

Integrating form builders with other software can streamline workflows and unlock powerful capabilities. This section covers key integrations for marketing and business management.

Syncing with Email Marketing Services

  • Popular services like Mailchimp, Constant Contact, and AWeber let you connect form submissions to automatically add leads to email lists.
  • This saves time manually exporting and importing data. New leads go straight into drip campaigns to nurture them.
  • Most form builders have native integrations or Zapier connections to sync with top email services. Simply connect accounts and set up rules for which data flows where.

Connecting Forms to CRM Software

CRM systems like Salesforce help manage leads and sales. Connecting forms allows capturing lead data directly within the CRM for immediate sales rep follow-up. Benefits include:

  • New leads are automatically created as CRM records from form entries.
  • Sales teams save time not having to manually enter data.
  • Lead scoring rules can be set up based on form responses.
  • Triggers can send alerts to sales reps when a high value lead comes in.

Popular CRMs have plugins to connect form builder accounts for streamlined data flows.

Automating Workflows for Project and Sales Pipeline Management

Beyond CRMs, form builders integrate with other systems to automate workflows:

  • Project management tools like Asana, Trello and Jira can create tasks automatically when certain forms are filled.
  • Sales pipeline software like Pipedrive and Copper can advance leads down sales stages based on form submission rules.

This takes manual work out of managing projects and sales. Workflows happen behind the scenes when forms are submitted.

Form Types and Usage Scenarios

Forms are a versatile tool that can be utilized for a variety of purposes on a website. The type of form you need depends on your specific goals and use case. Here are some of the most common form types and scenarios they work well for:

Lead Generation Forms for Small Business Owners

As a small business owner, you likely want to generate more leads and sales. Lead gen forms help you capture visitor information to build your contact list. Useful tips:

  • Offer an irresistible lead magnet like a free guide, coupon, or trial in exchange for an email address. This incentivizes visitors to convert.
  • Limit required fields to reduce form abandonment. Name and email address are often enough.
  • Add conditional logic to reveal additional fields if the user selects certain options, allowing you to gather more data from hot leads.

Creating Effective Contact Forms for Customer Support

Contact forms make it easy for visitors to reach out with questions and support needs. To create a great contact form:

  • Pay attention to form design - keep it simple with clear labels and spacing between fields.
  • Choose smart input validations to avoid spam and unusable submissions.
  • Make sure the form is easy to find by placing it prominently in site navigation and pages like Contact Us.

Utilizing Survey and Feedback Forms for Data Management

Surveys and feedback forms help you gather customer opinions and insights. You can use this data to guide business decisions.

  • Well-designed rating systems and multiple choice questions let you quantify results for analysis.
  • Open-ended comment boxes capture qualitative feedback.
  • Funnel data into spreadsheets or apps using integrations like Google Sheets for organized reporting.

Registration and Newsletter Forms for Marketing Campaigns

Registration forms allow visitors to create accounts on your site while newsletter signup forms help you build an email list. To leverage them in marketing campaigns:

  • Offer exclusive content or deals to motivate signups.
  • Send welcome and confirmation emails when users register or subscribe, then nurture them with valuable newsletters.
  • Integrate form data with email services like Mailchimp for organized list building and email automation.

The right forms can significantly boost business metrics like lead generation and customer satisfaction. Choose form types strategically based on your goals and integrate them seamlessly into your website experience.

Best Practices and Optimization Strategies

As an embeddable form builder, RapidForms aims to provide website owners, bloggers, and small business owners with an easy way to create customized forms that match their website design. By following some best practices around design, user experience, and analytics, users can optimize their forms to maximize conversion rates.

Design Tips for Embeddable Form Builder Free Options

For those using the free version of RapidForms, focus design efforts on:

  • Matching form colors to existing website palette
  • Keeping form simple with clean layout
  • Limiting form length to increase completion rate
  • Mobile responsiveness for accessibility

Free users have access to core design customization like:

  • Font selection
  • Color picker for backgrounds
  • Field order rearrangement
  • Toggle field borders on/off

Maximizing Conversion Rates with User-Friendly Forms

Some tips for encouraging form completion:

  • Clear value proposition at top
  • Logical field order and grouping
  • Clean instructional text
  • Option to save and return later
  • Progress indicator for longer forms
  • Thank you message on completion

Incentives like lead magnets can also boost conversions.

Analyzing Form Performance for Continuous Improvement

Leverage built-in analytics to track:

  • Impressions
  • Starts
  • Completions
  • Drop-off rates
  • Average time to complete

Review data regularly to identify areas for optimization, like field reordering or text clarity.

Utilizing Popup Forms for Immediate Engagement

Popup forms are effective for:

  • Newsletter signups
  • Lead generation
  • Surveys
  • Event registrations

Set frequency caps in compliance with regulations to avoid over-exposure. Position popups strategically near relevant content.

Troubleshooting Common Issues

Embedding forms into your website can be a great way to collect information from your visitors. However, like any technology, occasionally issues can arise that prevent your forms from working as intended. Here are some common problems and potential solutions.

Resolving Integration Problems with CRM and Email Tools

If you are trying to connect your forms to a CRM (customer relationship management) platform or email marketing service, errors can occur if the integration is not set up properly.

  • Double check that you have entered the correct API keys or credentials for the third-party service. Typos can easily break an integration.
  • If using Zapier or Integromat for your integration, trace the data flow step-by-step to find where the hand-off fails.
  • Check the documentation for your CRM or email tool - there may be specific requirements for data formatting that need to be met.

Reaching out to the customer support team of the relevant tool can also help troubleshoot mysterious integration issues.

Fixing Styling and Responsiveness Issues

Making your forms blend seamlessly into your website design is important for professionalism. However, getting the CSS styling just right can be tricky.

  • Use your browser's inspector tool to tweak CSS and see changes in real time. This is much faster than a trial-and-error process of changing code and reloading the page.
  • For responsiveness issues on mobile devices, be sure to test on real devices. The emulator in developer tools does not always reflect real mobile experience.
  • Consider using a CSS framework like Bootstrap or Foundation to have responsive columns, sizing, and spacing automatically handled.

If you want pixel-perfect design matching, exporting the form as a static HTML embed code rather than using the Javascript embed can help achieve this.

Ensuring Data Accuracy and Security

Data from form submissions is crucial for many business functions. However, inaccuracies or insecure handling can undermine this data.

  • Validate data upon form submission to catch issues early. Checks like requiring email addresses to contain "@" or phone numbers to only have digits can help.
  • For sensitive information like passwords or social security numbers, use masked field types to hide what users are typing.
  • Encrypt data at rest and in transit to prevent leaks or breaches. This keeps customer data safe even if your database is compromised.

Following security best practices and validating data on submission can help boost data quality and privacy.

Conclusion: Enhancing Your Website with an Embeddable Form Builder

Summarizing the Step-by-Step Tutorial for Embeddable Form Builders

This guide has provided a comprehensive walkthrough of using an embeddable form builder to enhance your website. We covered key topics like:

  • Selecting the right form builder for your needs
  • Integrating forms seamlessly into your website
  • Customizing form design to match your branding
  • Connecting forms to services like email and databases
  • Managing and analyzing form response data
  • Optimizing forms for conversions and lead generation

The step-by-step instructions, along with examples and tips, aim to help small business owners and bloggers quickly build professional online forms without coding.

Next Steps for Small Business Owners and Bloggers

With the fundamentals now covered, you can further develop your skills by:

  • Experimenting with more advanced form customization
  • Creating multi-step forms for surveys or sales funnels
  • Setting up integrations to automatically send data between tools
  • Segmenting contacts based on form responses
  • A/B testing form variants to optimize performance

Continued practice with an embeddable form builder will let you gather higher quality leads and provide better customer experiences.

Accessing Additional Resources and Support

For more help as you expand your use of embeddable forms, refer to:

  • Form builder documentation
  • Community forums
  • Video tutorials
  • Knowledgebase articles
  • Contact customer support

With the right online resources and form builder features, you can build custom forms that perfectly fit your website needs.

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