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How Do I Embed My Intake Form on My Website?
How Do I Embed My Intake Form on My Website?
Updated over 2 months ago

Related Questions:

  • How do I embed my enquiry form into a website?

  • How do I put my intake form onto my website?

Answer:

Once an Intake Form has been customized, it can be embedded in a website or be shared elsewhere. This is usually done by the property web developer or IT person.

Edit your Intake Form

  1. Go to Settings

  2. Click Tools

  3. Click Intake Forms

  4. Click the Pencil Icon for the form you would like to Embed

  5. Click the Embed Tab

Embed an Intake Form

  1. Change the height of the form under iframe height

  2. Click 'Copy to Clipboard on the relevant option/s: Iframe, Pop up window, Link

    1. iframe - this will embed the intake form directly onto a page of your website

    2. Pop-up window - this will put a link on your website that opens a pop-up window

    3. Link - this will put a link on your website that brings you to the form as a webpage

  3. Paste the information into an email / Document for the web developer.

  4. Optional: Share UTM Source Tracking - this collects & sends additional data for programs such as Google analytics.

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