Form Builder Support Page
This page will guide you through setting up both standard and dynamic consent (one-to-one) forms. Whether you're setting up new forms, configuring consent options or customizing layouts for your landing pages, we provide step-by-step instructions to ensure your lead generation practices stay compliant and effective. Let's get started!
Dynamic Consent
Dynamic consent allows consumers to explicitly choose which sellers they want their information shared with, ensuring that each lead provides specific consent to be contacted. It enhances the quality of leads, by opting in, it shows they are genuinely interested in the products or services offered.
boberdoo offers several solutions to help businesses comply with these new regulations, ranging from simple click-through traffic options to more customized dynamic consent forms. By adopting dynamic consent, companies can continue to thrive in the lead generation industry while maintaining compliance with the FCC or in the Medicare world, the CMS as well.
Form Builder
To start using the Form Builder, check out the Forms Builder tab. Select the correlating lead type subtab on the left to start creating forms for that lead type. It shows the FormID, tools for editing the form, consent settings, thank you page settings, third-party scripts, form field configuration, form layout, the option to copy the form, form history, and more. Use the Form Wizard via the Add Form button at the top of the page to walk through setup step by step.
Form Wizard
Form Settings
The Form Wizard is a user-friendly way to set up forms for standard use cases or using dynamic consent. You start on the Form Settings tab, where you set the basics: the name, standard or dynamic consent form type, the default source, the landing page, and what CSS style you would like to use. Using default CSS is an excellent place to start. You can always change the style later without affecting the form content.
Consent Settings
If you choose dynamic consent, you will have different options for Submit Options and different TCPA texts based on how the user matches to buyers. There are options for no matches, exclusive matches and non-exclusive matches to keep all your TCPA text compliant and user-friendly. The standard form will just have one option.
Thank You Pages and Third-Party Scripts
The thank you pages control how companies display based on no matches, exclusive matches or non-exclusive matches. For third-party scripts, you can attach your Jornaya, TrustedForm and Google Tag Manager scripts/IDs for tracking and consent certificates. You can configure TrustedForm in the Outside Services tab of the boberdoo system.
Field Configuration and Form Layout
In Field Configuration, add which fields the form will have, whether they will be hidden or required, and create custom fields with input types, names, IDs, values, and more. The Form Layout step lets you add multiple pages and details to the form. For the dynamic consent form flow, you will need multiple pages to meet the FCC's standards.
Publish Your Form
Once complete, copy the embed code for your form, paste it on your site and try it!
Default Fields Configuration
This subtab lets you set up the default fields and how they will look for each lead type. You can change these fields for each individual form, but if there are fields or a specific way you want them to show up, be hidden, or have other options, change the default field configuration to speed up the process of creating forms instead of changing each to almost the same thing manually.
Default Form Layout
This subtab is similar to the default fields configuration, which creates the default for each form layout based on lead type. Create a default for each lead type and save yourself time when creating forms by only changing small things for the form layout when using the Form Wizard.
CSS Template
This is where the magic happens: make your forms pixel-perfect for your website! With our user-friendly visual editor, you can create CSS templates to beautify your forms, or you can use our code editor for a more technical customized option.
Expertise. Experience. Scalability. Ready to Upgrade Your Lead Capture Process? Everything you need to build, deploy and optimize high-converting forms is at your fingertips.
Frequently Asked Questions
Dynamic consent allows consumers to explicitly choose which sellers they want their information shared with, ensuring each lead provides specific consent to be contacted. This enhances lead quality and helps maintain compliance with FCC and CMS regulations.
Navigate to the Forms Builder tab, select a lead type from the left subtab, and click the Add Form button to launch the Form Wizard. The wizard walks you through form settings, consent, thank you pages, scripts, fields, and layout.
Yes. Use the CSS Template subtab to create templates with our visual editor or code editor. You can assign a CSS template to any form and change it later without affecting the form content.
These let you set up reusable defaults for each lead type so you do not have to reconfigure every new form from scratch. You can still customize individual forms after creation.
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