FORM SETTINGS
ESSENTIALS


S05 | E03 | HOW TO MAKE A WEBSITE LIKE A PRO

Paul Davenport |  9 min read

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Once you've set up your Form Fields it's time to head over to the Forms Settings area to set up the preferences for your form. In this Episode, you will learn each feature in the Forms Settings so that you can get set up quickly.

You can also access the information below, as and when you require it, by clicking the Question Mark Icon next to each field in the Forms Settings Area.


GENERAL FORM SETTINGS


FORM NAME

'Form Name' is essential to help you identify your forms. Form Name can only be seen by CMS users and is never shown on the front of your website.

LABEL COLOUR

'Form Label Colour' is extremely important on MOBLE since you can add forms on any background colour or image, anywhere on your page. Therefore, it's important to choose a Label Colour that is clearly legible on top of your backgrounds.

If your website design has light and dark backgrounds, you might consider making two forms variants, one with a light Label Colour, the other with a dark Label Colour. You have 10 colour options with Primary and Secondary, Light and Dark, or any of the 6 other Accent colours. 

In the Forms Area, you can use the Clone    button to make a copy of any form, then simply change the Form Name and Label Colour (and possibly the Button Colour), to have both light and dark variants of your Form.

THANK YOU PAGE

A 'Thank You Page' is the page that your visitors are taken to once that have completed a form. You may select from a list of the Pages on your website.

Typically, a Thank You Page is used to inform your visitors of the next steps following their form submission.

You might also use it to introduce new products and services, newsletter and membership signups, or perhaps even links to your social media pages.

SUBMISSION LIMIT

'Submission Limit' determines the number of times a user is allowed to submit a form which can be important for signups to events for entries to competitions.

  • Multiple: The default option is to allow for multiple forms to be submitted this is standard for forms like Contact Forms and for general enquiries.
  • 1 per Email Address: As the name suggests this option only allows one submission per email address and is useful for Competitions, Giveaways, and Signups.

MAXIMUM NUMBER OF ENTRIES

You can define a 'Maximum Number of Form Entries'. This is the maximum total number of entries that a form can be submitted. E.g. A survey or competition that will accept only a set number of responses.

You can use the Maximum Number of Entries in combination with a Submission Limit. A Submission limit defines the number of submission from the same email address.

Example:

You would like to run a survey and obtain the results from 100 visitors.

You would set the Submission Limit to 1 per Email Address and the Maximum Number of Entries to 100.

MAXIMUM NUMBER OF ENTRIES THANK YOU PAGE

If you have set the 'Maximum Number of Form Entries', often you might wish to have a different thank you page for those people that submit the form before, and those that submit the after, the maximum number is reached. 

'The Maximum Number of Entries' is a special option to inform those people that submit a form after that maximum has been reached. Most likely to inform them that they have missed out on the offer/promotion.

You may select from a list of the Pages on your website. Therefore, you should head over to the Pages area to create a new Page before linking it to your form.

Form Settings: General

The General Form Settings are essential to complete for each form


FORM SUBMIT BUTTON


BUTTON LABEL

Form 'Button Label' allows you to control the text that sits inside the submit button of your forms. Button Labels can influence the conversion rate of a form, so it's important to understand some basic rules to get you started...

BE CONCISE AND DESCRIPTIVE

Don't confuse people, or be too creative, just tell your user what they can expect.

GET THE WHITE PAPERTRY IT FOR FREEJOIN THE CLUB


USE COMPELLING VERBS

  • Try
  • Join
  • Start
  • Discover
  • Learn
  • Save


BE PERSUASIVE

  • You
  • My
  • Free
  • Easy
  • Proven
  • Guarantee
  • New


CREATE URGENCY

  • Limited
  • Last Chance
  • Hurry
  • Closing soon
  • While it lasts
  • Only Today
  • Ends on "x"


BUTTON COLOUR

'Button Colour' allows you to select from the Primary, Secondary and Accent Colours that you set up for your brand in the 'Styles' area.

USE CONTRASTING COLOURS

You have many colours to choose from in your colour palette, found in the 'Styles' area, so always pick a colour that has the most contrast allowing it to jump off the page.

Your Forms on MOBLE sit in a frame allowing you to change the Background Colour of your forms in moments. Therefore, it can be a good idea to create form variations with different colours allowing you to select the right form for the right instance.

PRIMARYSECONDARYACCENT 1

BUTTON STYLE

'Button Style' offers different looks for your Form Submit Button to enhance your design and help them stand out.

USE CONTRASTING COLOURS

The following styles can be applied to buttons:

  • Ghost: 'Ghost' button applies a border, or stroke, around the button with a transparent fill.
  • Inline: Selecting 'Inline' will contain the button to the size of the words. Unselecting 'Inline' will make the button stretch to the full width of the frame in which it sits.
  • Mini: 'Mini' is the smaller variation of the button. The Mini button is smaller in height and also in horizontal padding on either side of the image.

GHOSTINLINEMININOT INLINE

CONFIDENCE TEXT

'Confidence Text' allows you add confidence builder text directly above your submit button. 

It's a good idea, reflect honesty about your intentions in your own voice, in a way that will resonate with your audience. Here we look at some common types of confidence builders that you might consider expanding upon:

EXAMPLES

  • We don't spam
  • No Credit Card payment required
  • We respect your privacy

Form Settings: Submit Button

The Form Submit Button can make a difference to your conversion rate


FORM EMAIL NOTIFICATIONS


SEND NOTIFICATION

'Send Notification' allows you decide if you would like to send an email notification to your users once the submit a form.

To send an email notification, simply select 'Yes' to send, and continue to complete the other notification settings.


CUSTOMER NOTIFICATION EMAIL

'Customer Notification Email' is the email address that your customer sees when they receive an email notification after completing a form.

You can add multiple email addresses by separating each email address with a comma. E.g. team@moble.com,info@moble.com.


ADMIN NOTIFICATION EMAIL

'Admin Notification Email' is your preferred email address for receiving email notifications after a customer completes a form.

You can add multiple email addresses by separating each email address with a comma. E.g. team@moble.com,admin@moble.com.


EMAIL SUBJECT LINE

'Email Subject Line' allows you to control the subject line that your customer see before they open the email.


EMAIL TITLE

'Email Title' is the main title of your email Customer Notification Email. This sits above the body of your email and is seen by your customer when they open your email.

You do not have to complete this field. You might decide to create your own title in the body of your email, when you create your Thank You Email page.


EMAIL BODY CONTENT

Thank You Emails should be created as Pages and marked as "Hidden", "Sections". They can be found in the Pages area when you Search for "Hidden", "Sections".

You might decide to clone a Thank You Notification Email Page. Just keep in mind that when you clone a page, it automatically flips the Page into Draft Mode. So if you can't see your page after you've cloned it, ensure you have "Hidden" and "Draft" highlighted.

There are standard Layouts for Thank You Pages and Thank You Emails that you can drag and drop on to your page. 

In the Page Editor, simply open 'Layouts' > Sections > Notifications

Thank You Notifications are free pages and do not count as part of your Page allocation or billing.

Form Settings: Email Notifications

The Form Email Notifications can be customised for every form.


FORMS PAYMENTS

FORM PAYMENT GATEWAY

A 'Payment Gateway' is software that allows you to securely take payments over the internet, and sits between your website and your bank. Here we look at the Payment Gateway options on MOBLE.


STRIPE

Stripe is MOBLE's default Payment Gateway. It has favorable rates, is advancing rapidly and is arguably the leading platform on the planet and is prominent in many counties across the Globe.

https://www.stripe.com


BRAINTREE

MOBLE is proud to offer Braintree as a Payment Gateway option. At the time of writing MOBLE is in the final phase of testing our Braintree integration. Please speak with us if you require this option immediately.

https://www.braintreepayments.com


EWAY

eWay is available to Australian users and is often used if you already have eWay established and you are moving to MOBLE. eWay is located in Canberra and have branched out to other countries around the world. please contact us if you have any questions regarding setup or custom developments.

https://www.eway.com.au


PIN PAYMENTS

Pin Payments is another great option available to our Australian customers who are looking to support local businesses. Pin Payments is located in Melbourne and have an excellent focus towards small business.

https://pinpayments.com


FORM API KEY

To connect your 'Payment Gateway' to your MOBLE form you simply need to add the API Key of your Payment Gateway to your MOBLE Form.

Once you have signed up to your Payment Gateway you can log in to your Payment Gateway account, copy your API Key. Then head back to your MOBLE Form and paste it into the API Key field. Once you click Save in the top right, your form will be set up to receive online payments.

The image below shows where to find your API Key on Stripe. You need to copy the Live 'Secret' Key (SK).

The image at the bottom of the page shows where to paste the API Key on your MOBLE form.

Payment Gateway API Key

A Payment Getway can be integrated with each Form. Here we see it is as simple as copying the API Key from your Payment Gateway to you MOBLE Form.

PAYMENT TYPE

'Payment Type' allows you to take either "One Time Payments" or "Subscription Payments" via your MOBLE forms. In the Episode, we take a look at both.

MOBLE Forms can be used to take payments online via your forms. The first step is to add price fields to your forms by selecting form option fields. If you haven't done so already, consider reading this Episode to help you decide which is the best option field for your form.
 

ONE TIME PAYMENTS

One Time Payments is the default payment type this allows you to take one payment at a time from your customer.

E.g. You are selling 3 eBooks for $9, $29 and $79. The customer selects their preferred option, and purchases it once, by adding their card details and submitting the form.

SUBSCRIPTION PAYMENTS: CURRENCY

Subscription currency is simply the currency that you wish to receive for your subscription payments.

By default, MOBLE's Stripe Integration allows for:

  • USD
  • AUD

Other currencies are also available depending on your Payment Gateway and your Bank account.

SUBSCRIPTION PAYMENTS: INTERVAL

Interval is the frequency of which you wish to take the recurring payment. By default, MOBLE has options for:

  • Monthly
  • Yearly

Daily and Weekly are also available, please contact our support team for assistance, should you require these options.

SUBSCRIPTION PAYMENTS: COMMENCEMENT

  • Pay in Arrears - Payment cycle begins after the first interval.
  • Pay in Advance - Payment cycle begins immediately.

CREDIT CARD LOCATION

You can choose your 'Credit Card' location for your forms. Your credit card fields can either be appended directly below your form fields, or you can elect to append the credit card fields as a next step.

Appending credit card fields as a next step is popular on MOBLE. Having Steps condenses your form on the page, which often makes for a nicer design. It is also proven to enhance conversion rates with apparently shorter more appealing forms. On the first step, you can capture a short set of fields such and Name and Email, and on the next step, you can capture the credit card information.


FORM INTEGRATIONS: AUTOPILOT

MOBLE Forms have an 'Autopilot List Integration' so that when a user completes your form on MOBLE, they will be automatically assigned to your preferred Autopilot List when they subscribe. When you create a List in Autopilot it will automatically appear here in MOBLE.

As you can see in the image below, you simply begin typing and MOBLE will autocomplete your Autopilot Lists as you type. The form below is linked to 3 Autopilot Lists: Social Pro, Content Pro, UX Design Pro. You can assign users to as many lists as you like.

MOBLE and Autopilot are seamlessly integrated so that as soon as new Lists are created in Autopilot they will automatically be available in the dropdown list.

Form Integration: Autopilot List

MOBLE's Integration with Autopilot List allows you automatically send Form Subscribers to your Autopilot List.


FORM INTEGRATIONS: MAILCHIMP

MOBLE Forms have a 'MailChimp List Integration' so that when a user completes your form on MOBLE, they will be automatically assigned to your preferred MailChimp List when they subscribe. 

Here we show you where to find your MailChimp List ID and where to find your MailChimp API Key in your MailChimp account and where to paste them in MOBLE to integrate your MOBLE website with MailChimp.

WHERE IS MY MAILCHIMP LIST ID

To locate your MailChimp List ID:

  • Click 'Lists' from the top menu to view your MailChimp lists.
  • Select the list you wish to assign to you MOBLE form.
  • Click 'Settings', then the 'List' name and defaults".
  • Your list id is in the right column under List ID.
  • Copy your List ID 
  • Head back to your MOBLE form and paste it into the MailChimp List ID field

PLEASE NOTE

Before MOBLE Forms can be assigned to MailChimp Lists you must first add your MailChimp API Key. 

To find your MailChimp API Key:

  • Login to your MailChimp Account
  • Go to Settings
  • Click your profile name to expand the Account Panel and choose Account Settings.
  • Click the Extras menu and choose API keys.
  • Copy an existing API key or click the Create A Key button. 
  • Go back to your MOBLE Global Settings Area (Found via the top left Menu Icon)
  • Paste in the API key to the MailChimp API Key field and click Save.
MailChimp API Key & List ID

MailChimp API Key & List ID seen here in the Integrations section of the Global Settings Area

FORM INTEGRATIONS: ACTIVE CAMPAIGN

MOBLE Forms have an 'ActiveCampaign Tags Integration' so that when a user completes your form on MOBLE, they will be automatically assigned to your preferred ActiveCampaign List when they subscribe. When you create a Tag in ActiveCampaign it will automatically appear in here in MOBLE.

ActiveCampaign Tags and Lists

Lists and tags are the main methods to group your contacts on ActiveCampaign and can be used together to create highly targetted segments.

MOBLE integrate with ActiveCampaign via Tags not via Lists. This allows you to group a number of List with one Tag which offers a simple method to stay neat and tidy.

On MOBLE, as you start typing in the ActiveCampaign Tags field your ActiveCampaign Tags will automatically appear.

PLEASE NOTE

Before MOBLE Forms can be assigned to ActiveCampaign Tags you must first add your ActiveCampaign Tracking Code,  ActiveCampaign API Key, and Event Key. It's important that you complete all the ActiveCampaign fields in the MOBLE Global Settings area, so let's get you started:

  • Login to your ActiveCampaign Account
  • Go to Settings
    • ActiveCampaign Tracking Code
    • ActiveCampaign API URL and API Key
      • Open the Developer Page
      • Copy the API URL 
      • Go back to your MOBLE Global Settings Area (Found via the top left Menu Icon)
      • Paste in the API URL to the ActiveCampaign API URL field and click Save.
      • Go back to the Developer page on ActiveCampaign
      • Copy the API Key 
      • Go back to your MOBLE Global Settings Area
      • Paste in the API Key to the ActiveCampaign API URL field and click Save.
    • ActiveCampaign Event Key
Active Campaign Integration

The MOBLE integration with ActiveCampaign seen here in the Integrations section of the Global Settings Area.