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How To Create A Form

J
Written by Joy Auta

This is a step-by-step process of how to create a form on serlzo

  1. Visit Serlzo and navigate to the login page.

    If you're new to Serlzo, kindly sign up.

  2. Once you're logged in, kindly navigate to the left hand side of your screen and select Forms

  3. Click on the "Create your first form" button

  4. Fill in the Form name, Description and the List to store data(you should already have a list created).

    You can toggle on the "Show form name and description on form", this will show a title and description when you publish your form

    Click on the "Create form" button to create the form

  5. Select the template that best describes your From

    Opt-in, Webinar, Ecommerce, or Survey Form

    You have the option to Build from scratch

    After selecting a template, Save form

    Afterwards, Publish form

    Copy the Form LInk, the Code (you could embed in to your website), navigate to Form settings and Unpublish form

    Go back to the forms homepage

  6. Click on the 3-vertical dots by the right hand side of the Form to Edit form, View submissions made, Duplicate form, Unpublish form , Form settings and Delete form

  7. When you click on Form settings, you would be taken to this page where you can check the Form details, the After submission settings and the Connections you can make on the form

  8. On the After Submission page, you can control what happens when someone submits your form

  9. On the Connections page, you can connect your ad tracking pixels, tags, and APIs.

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