Associate a form with an CTA

Prepare the form

1. Create the form.
2. Configure its fields and validations.
3. Turn it on.
4. Test his shipment.

Create CTA

1. Open Call To Action.
2. Create or modify an CTA.
3. Choose action Open form.
4. Select the form from the list.
5. Add the appropriate rules.
6. Record.

The manufacturer can also create a form from the CTA configuration and select it.

Test the complete course

1. trigger the CTA in the widget;
2. Open the form;
3. test the required fields;
4. send;
5. check the success message;
6. find the data in the conversation details;
7. control CTA conversion.

Before deleting the form

ELChat reports whether one or more CTAs are used. Replace their destination before deletion.

Release conversion to the right goal

Use a separate form for an important result — quote, appointment or support — to make submissions and conversions easier to interpret.

Example of a complete course

For an CTADemander un devis, only match the formDemande de devis, with a mandatory e-mail and an explicit success message. Trigger CTA from a conversation that contains a quote intent, send a test submission, and then check:

1. the right form opens;
2. the required field blocks an incomplete submission;
3. values appear in the conversation;
4. the conversion is attributed to the estimate CTA.

This check links the conversation signal, collection and measurement. If several CTAs open the same form, conversions will be more difficult to interpret.