How To Create A Lime Form

Form is a really powerful tool for your marketing objective if you do it right. Below is a tutorial on how you can set up a Form for your courses/sites to gather information and let you engage more with your users.

Log into your Lime Funnels account, and look for the Lime Forms menu.

Step 1: Under the Lime Forms item, click Add New Forms

Step 2: Select the template you want to use or choose to edit a blank form.

Step 3: Enter the Title and Description of your new form. Then click Create Blank Form (if a blank form is used) or Use Template (if you wish to use a template)

You must give your form a name before you can begin, but you can change that name later if needed. The name is used so you can find your form easily later on.

Step 4: Now you can edit your form using a drag-and-drop feature.

Once finished, click Save Form.

Top Bar

The top horizontal bar of the Form Editor offers the following options:

1. Shows you the form you are editing, and allows you to quickly switch to other forms.

2. Go to Form Settings.

3. Go to this form’s Entries list.

4. Embed this form in a post or page.

5. Show a preview of this form.

6. Update the form and capture the changes you have made.

The right-hand side of the Form Editor screen is where you can find the library of all available fields that can be added to your form.

1. The search bar allows you to quickly find any field.

2. Two tabs are offered in this section, under the Add Fields tab it shows all the available field categories.

3. This tab gives you access to the field settings of the selected field and will auto-select when you select a field.

4. All the available fields are shown here, grouped under multiple field type categories. Choose the category you are interested in, and it will expand to reveal all the available fields of that category.

The following categories of fields are available here:

Standard Fields: the simple basics.

• Single Line Text - Allows users to submit a single line of text.

• Paragraph Text - Allows users to submit multiple lines of text.
• Drop Down - Allows users to select one option from a list using drop-down menu
• Checkboxes - Allows users to select one or more options from a list.
• Radio Buttons - Allows users to select one option from a list.
• Hidden - Stores information that should not be visible to the user but can be processed and saved with the user submission.
• HTML - Places a block of free form HTML anywhere in your form.
• Section - Adds a content separator to your form to help organize groups of fields. This is a visual element and does not collect any data.
• Page - Allows multi-page forms.

Advanced Fields: multi-part and more complex fields.

Post Fields: fields associated with WordPress posts, such as tags and excerpts.

Pricing Fields: product-related fields.

The Layout Space

The main area of the Form Editor screen is where you arrange and tweak your fields. Drag and drop any field you like from the library onto the layout space. Here you can change settings, set the layout order, and even create columns.