The Goal: Create a public URL for a form or survey and add it to your website navigation so visitors can access it.
Before You Begin:
- You need staff access to your website pages and modules.
- Have already created the form and added the questions to the form.
IMPORTANT! Read Share a Form or Survey Using the URL before performing the following steps if this is the first time you are publishing a form to your website!
Step-by-Step Instructions
- Go to Settings, Website section, click GrowthZone Pages.
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Click the number listed in the “Pages” column. This brings up a list of all the public modules you have previously created.
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Click the Add Module button. This will open the Add Site Module window:
- In the Site Module Type dropdown, select Form.
- In the Form dropdown, select the form you created for publication to the website.
- In the Title field, enter a title for your public page. Don’t worry, we’re not actually going to publish this page, but we need to fill in the fields!
- The Relative Path field may populate with what you typed for the Title, but if it doesn’t (or you want a different relative path), you can change this. IMPORTANT: this is what is used to create the URL! Make sure it is as short/succinct/generic as possible to avoid future forms having a weird link. Best practice is to use something generic, like “form” or “default”.
- Select a template (usually this will be “Default Template”, but you may have other options listed depending on your website setup).
- The Entire URL link will populate after the setup is complete.
- Open Graph: these settings are optional and can control how a linked page displays on social media sites. If you like, add an image, Title, and Description here.
- Click Done.
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To verify the setup, in the module pages list, click the name of the page you just created (it should be at/near the bottom of the list).
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The “Entire URL” should now look something like this, and should use the term from the “Relative URL” field:
- Edit your site navigation menu(s) to include the link to the new page you just created. This step may vary if you have a GZCMS website or are integrating GrowthZone content into an existing website. Here are the directions for GZCMS sites, but the steps will probably be similar regardless of the website type you have.
Common Pitfalls
- Expecting form fields to auto-fill or auto-associate: Forms made public on your website do not automatically fill in any “Form” type fields, nor will they automatically associate to the contact responding.
- A long or specific Relative Path: Keep the relative path short and generic so future forms don’t end up with awkward URLs.