Utilize intelligent forms to customize the displayed form according to your website visitor. For example, you can show different forms or form options based on the visitor’s country or their current lifecycle stage.
Please be aware that smart forms cannot be applied to pages created from starter templates. Refer to the use of smart content and smart content rules for more information.
The following criteria can be employed for your smart rules:
- Country: Personalize content for your viewer based on their country, determined by their IP address.
- Device type: Specify the device around which this smart content is focused, such as mobile, tablet, or desktop. SalesTitan uses the user agent of the visitor’s browser to identify their device type, although accuracy is not guaranteed as this can sometimes be altered on the device.
- Referral source: Customize content based on how visitors discovered your site.
- Preferred language: Tailor content based on the language set within the user’s web browser.
- Contact list membership: Display specific content to contacts in your SalesTitan database based on their membership status in one of your SalesTitan lists.
- Lifecycle stage: Examine the lifecycle stage property of a contact in your SalesTitan database and present relevant content based on the value of this field.
Create a smart form on your landing page or website page
To establish a smart form on your landing or website page:
- Access your SalesTitan account and navigate to your landing pages or website pages.
- Hover over the desired page and select Edit.
- Within the content editor, locate and click the form module.
- In the left panel, under Smart rules, click +Add.
- In the right panel, click the Show different content based on dropdown menu and select the criteria for your smart content rules.
- In the Rules section, click +Add.
- Configure your smart rules. To add another smart rule, click +Add.
- Click Save.
- To adjust the form displayed or form options for each smart rule, click the Editing for dropdown menu and choose a smart rule.
- In the left panel, make necessary adjustments to your form options.
- After editing your smart form, in the upper right, click Publish.
Create a smart form in your template
In addition to creating a smart form directly on the page, you can integrate a smart form into your SalesTitan template. Follow these steps to create a smart form in your template:
- In your SalesTitan account, go to Marketing > Files and Templates > Design Tools.
- Within your design manager, locate and click the name of the template.
- Click the form module or add a new form module.
- In the right panel, click the More dropdown menu and select Make module smart.
- In the dialog box, choose the criteria on which you want to base your smart content rules.
- Click Create.
- To adjust the default form displayed or form options for each smart rule, in the Default content section, click the Editing for dropdown menu and select a smart rule.
- To add another rule or manage your rules, click Manage.
- After making your changes, in the upper right, click Publish changes.
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.
