How to Create and Build Forms
Oryx Cloud allows you to create an inline or modal pop-up form from the Forms page. The Forms page allows you to create your quotation forms, edit them, and also lets you have a preview of your quotation forms.
The Form page displays the list of forms that are available for your website, where you can see the type, name, and integration.
Adding a New Quotation Form
To add a new quotation form, do the following;
- Go to the Oryx Cloud Store Manager page
- On the left navigation, click on Website Builder
The Website Builder page is displayed.
- On the left navigation, click on Forms
The Forms page is displayed.
- Click on Add New Form to add a new quotation form.
The Create a new form dialog box is displayed.
- Select the required quotation form, from the list of pre-defined templates and click .
You can skip Step 1 Build Your Form, if you have already selected from the pre-defined template list. If you want to customize and build your own Quotation forms see Creating Customized Quotation Forms.
- In Step 2 Basic Details section enter the details like name and the type of form you need.
Enter the title for the form.
|Select the form type from the drop-down list.|
Modal Pop Up: When you need to keep the user focused.
Inline Form: When you need to allow users to read your content without feeling overwhelmed.
For more details of form type see Quotation Forms
In the Step 3 Actions section enter the details like what action is to be taken when this form is submitted.
This action will create a lead on the lead dashboard page. This action will always happen.
This is a read-only field.
Choose the action from the drop-down list. Selected Action will show the relevant field to be filled with the required information.Show Success Message:
This option will show a success message after the quotation form is filled.
>Title: Enter the title for the success message.
> Description: Enter the description for the success message.Redirect to a URL :
This option will redirect to a URL.
> URL : Enter the URL to which you want to direct the user.
Enter information to enable easy tracking of the leads submitted via this form.
Lead Source: Leads generated from this will show under the source selected.
Select the required lead source from the drop-down list:
Campaigns: Following fields will help you add the marketing campaign parameters associated with this form. All fields are optional.
Enter the referrer: (e.g. google, newsletter)
Enter the Marketing medium: (e.g. cpc, banner, email)
Enter Product, promo code, or slogan (e.g. spring_sale)
Identify and enter the paid keywords
Enter differentiate ads to use
, to save the changes.
You have successfully created a quotation form. To integrate the quotation form code, see Using Quotation Forms in your Website.
Creating Customized Forms
Oryx Cloud allows you to create your own customized Quotation Forms from the Forms page. For creating quotation forms from the pre-defined list of quotation forms see How to Create Quotation Forms. The Build Your Form section allows you to edit, and ...
Add Forms to your Website
After creating the quotation form, it will be displayed in the Forms page, where you can see the generated code for each particular quotation form. This code needs to be added in the section or page of your website, based on your requirement. For ...
Types of Forms
Oryx Cloud allows you to create forms online and efficiently manage your data. It comes with a default in-built set of forms which you can use according to your requirements or you can also easily build your own customized forms. There are two types ...
Creating Booking Forms
Creating a New Appointment
Appointment activities of Orxy Cloud helps you to create appointments. You can use this section to manage your appointments with clients and schedule resources side by side. You can drag and drop appointments between different resources. It also ...