How to Create Forms in Serlzo

Amos Inyene

Last Update một tháng trước

  • Navigate to Lead Generation on the menu...
  • Click on Forms...
  • Click on Create Form...
  • Give the form a title...
  • Choose your preferred Form type...


    PS: If you want to capture more than the Full Name, Email, and Phone Number, you would need to use the Serlzo Sales Form type.

  • Choose the list to save form details...
  • Check toggle to add a redirect url to send leads after form is filled...
  • Enter the URL of the place where you would love to redirect those who fill out your form...
  • Edit the details of the form to your taste...
  • Enter your desired Call-To-Action button text on the form...
  • Select the colour of your desired Call-To-Action button on the form...
  • If you would love to send the lead information to your team's WhatsApp group, toggle the switch...
  • If you toggled the switch, you would choose the WhatsApp group to which you would like to send the lead's information.
  • Finally, click on Create Form after reviewing your setup.

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