Embedding and sharing forms

When you create a form using the Form Builder, you have three options for sharing or embedding your form. You can embed a form directly on your site, add it to a WordPress site, or generate a URL that hosts your form.

Getting started

If you have not created a form, read this help article first. Then, return to this article to see how you can embed and share your newly created form.

Embedding a form

  1. Select the Settings icon on the left navigation bar.
  2. Choose the company where you'd like to embed a form.
  3. Choose Custom Forms from the Forms & Chat header on the left.
  4. If you are building a new form, select Create Form. The embed options for the form you're creating will be on the last step of the form builder.
    • If you need the embed code for an existing form, click the Embed Form (browser) icon on the Custom Forms page.
  5. Select the Embed tab and then select Copy to Clipboard to embed your form on your website. Your form's <div> tag will be copied and ready to paste into your website builder.
    Screen_Shot_2019-06-12_at_12.22.20_PM.png
  6. Select the WordPress tab to embed your form on your WordPress website, and then select Copy to Clipboard. Your form's shortcode will be copied and ready to paste onto your website.
    Screen_Shot_2019-06-12_at_12.27.55_PM.png
  7. To share your form directly with your customers, select the By URL tab and then select Copy to Clipboard. Your form's URL will be copied and ready to share directly with your customers.
    Screen_Shot_2019-06-12_at_12.28.42_PM.png

FAQs 

Do I still need to install the JavaScript snippet if I embed a form on my website?
Yes. The JavaScript snippet handles sending your customer's session and referral data back to CallRail. Without it, you'll still receive the contents of a form filled out, but you won't get any campaign data to tie a submission to a marketing campaign.

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