Creating your first form
This step-by-step guide will walk you through creating your first Branchside form.
Make sure you've created an account and logged into the dashboard before you begin.
-
Go to the Forms section in your dashboard.
-
Click the "New Form" button in the top-right corner.
In the General tab, you can customize:
-
Form Name
-
Submit Button Text
-
Success Message Text (displayed after successful submission, unless you redirect visitors to another URL)
-
General Error Message (displayed for submission errors)
The Fields tab is where you manage the core of your form – the input fields. Here, you can:
-
Add various field types (e.g., text, email, dropdown, etc.).
-
Arrange the order of fields.
-
Set validation rules for each field. Branchside validates input before submission, displaying an error message for invalid data.
The Consent tab allows you to add consent checkboxes, often required for legal compliance. These appear after the form fields and before the submit button.
-
Add multiple consent checkboxes.
-
Customize the consent text.
-
Make consents optional or required.
The Conversions tab is crucial for tracking the success of your marketing efforts. Forms are central to online marketing, and accurate conversion tracking is essential for optimization.
-
Set up different conversion events to track form submissions.
-
Branchside automatically tracks these events whenever the form is submitted.
Branchside supports the following tracking options:
-
dataLayer form submission events: push a submission event to
window.dataLayerso you can trigger your own tags in Google Tag Manager or other tools. -
Meta Conversions API (CAPI): server-side tracking for more accurate and reliable Meta (Facebook) conversions.
-
Google Ads Conversion Tracking: server-side tracking that sends every form submission to Google Ads as a conversion.
-
Offline Conversions: send conversions that happen later, such as a sale or status change in your CRM, to Meta CAPI or Google Ads.
Server-side tracking
Meta CAPI, Google Ads Conversion Tracking, and Offline Conversions require an active Growth or Business plan. Check our pricing page for more details.
Customize the look and feel of your form in the Design tab. Add custom CSS to any element of your form.
CSS customization
For detailed information on CSS customization, please visit the Form design & CSS documentation section.
The Settings tab allows you to configure additional options for your form. It also holds the Success action switch, which decides whether visitors see the inline success message or are redirected to another URL.
Advanced settings
For detailed information on advanced settings, please visit the dedicated documentation section.
Once you've configured all the settings, click the "Create" button to save your form. After saving, you can embed the form on your website.
See our Embedding Form guide for instructions.