Multi-Page Web to Lead Form Module

Introduction

Are you tired of using plain, one-page forms for lead generation? Do you want to take your form game to the next level by creating a engaging, interactive, and highly customizable form experience for your users? Look no further than the Multi-Page Web to Lead Form Module! In this tutorial, we will guide you through the steps to create a beautiful, multi-page form that not only looks amazing, but also converts like crazy.

What is the Multi-Page Web to Lead Form Module?

The Multi-Page Web to Lead Form Module is a powerful, flexible, and highly customizable module that allows you to create multiple-page forms with ease. This module is perfect for anyone who wants to collect complex information from their website visitors, or for businesses that require a more sophisticated and engaging form experience. With the Multi-Page Web to Lead Form Module, you can create forms that consist of multiple pages, sections, and fields, and then send the leads to your CRM, marketing automation platform, or other designated system.

Before We Begin

Before we dive into the tutorial, please make sure you have the following:

• A SugarCRM instance with the Multi-Page Web to Lead Form Module installed and activated
• Basic understanding of SugarCRM and form design principles
• A compatible browser (e.g., Chrome, Firefox, Edge)

Step 1: Creating a New Form

To get started, navigate to the SugarCRM navigation menu and click on Setup > Form Designer. Click on the Create a new form button and choose the Multi-Page Web to Lead Form template.

Step 2: Adding Form Fields

In the form designer, you will see a blank form canvas where you can add fields. You can add fields from the Field Palette located on the left side of the screen. Choose a field type (e.g., text, email, checkbox) and drag-and-drop it onto the form canvas. You can add as many fields as needed to collect the necessary information from your users.

Step 3: Creating Form Pages

To create a multi-page form, you need to create separate pages. Click on the Page menu at the top of the form designer and choose New Page. Repeat this process to create multiple pages. You can also drag-and-drop pages from the Page Palette to add them to your form.

Step 4: Configuring Form Pages

Configure each page by adding fields, sections, and layouts. You can customize the layout, field formatting, and validation rules to fit your needs. For example, you can create a section with a label and a text field, or a table with a custom layout.

Step 5: Adding Logic to Form Pages

Logic rules allow you to customize the form behavior based on user input. For example, you can hide a field if a specific condition is met, or require a field if another field is filled out. Use the Logic tab in the form designer to add rules to your pages.

Step 6: Styling and Theming

Customize the form's appearance by selecting a theme or creating your own custom theme. Choose from a variety of layouts, colors, and fonts to match your brand. You can also add CSS customizations to further style your form.

Step 7: Testing and Deploying

Before deploying your form, test it by filling out the form and submitting it. Verify that the form data is being sent correctly to your designated system. Once satisfied, deploy the form to your website by copying the embed code and pasting it into your website's code.

Conclusion

And that's it! You now have a comprehensive understanding of how to use the Multi-Page Web to Lead Form Module in SugarCRM. With this powerful module, you can create stunning, multi-page forms that will capture leads like never before. Remember to keep your forms clean, intuitive, and optimized for conversion, and you'll be on your way to lead generation success!