Outseta offers a number of different form types, including:

  • Sign up embed forms—If users need to sign up or checkout for a product on your site, you'll use a sign-up embed form. These forms create a subscription and Account in Outseta.
  • Email list forms—Email list forms subscribe people to an email list in Outseta. 
  • Lead capture forms—Lead capture forms are a flexible way of building custom forms, which create People records and/or Deals in Outseta when submitted.

This article focuses on adding lead capture forms to your website.

1. Click EMAIL > LEAD CAPTURE FORMS. Click ADD CUSTOM FORM.

2. Enter a form name and then add the attributes that you'd like to capture on your form.

The attributes that you can select from on the drop down menu are the custom properties that have been setup for your People records. If you want to add a field to your form that's not available from the drop down menu, you'll need to first add the field as a custom property on your "People" records.

  • Use the check boxes to indicate which fields are required.
  • Setup a post submission action. You can either choose to display a pop-up message or redirect users to a specific URL when the form is submitted successfully.
  • You also have the option to create a Deal and assign it to a specific stage in your sales pipeline.

When your form is configured to your liking, click SAVE.

3. On the subsequent screen, you're given a few different methods of integrating your lead capture form:

  • Hosted URL—This option offers a landing page where you can direct users to complete your form.
  • Embed on a page—This option generates a code snippet that you can embed directly on your page.
  • Install as a pop-up—This option allows you to open your lead capture form as a pop-up. In this instance there is both a code snippet that gets added to the header of your page, as well as a URL that can be used to trigger your pop-up.

In the example below, I've copied the Embed on a page code snippet.

Regardless of which option you choose to use, the form will automatically create a new People record in Outseta when submitted.

If you have any questions about the different form types or need help with technical implementation, please send us a note at support(at)outseta.com.