ActiveCampaign Forms + Flyouts
All your embedded CRM forms on the site are kept track of under Entries > CRM Forms (under the Channels category, alongside Blog, Events, People, etc.). Whenever you make a change to a form in ActiveCampaign – which includes adding, editing, or removing any fields (text fields, radio fields, CAPTCHAs, etc.) – you'll need to update the form's embed code in Craft so that your site is displaying the latest version. To do so:
- In ActiveCampaign, after you've make changes to your form, click the Integrate button in the upper-right corner of the window.
- Click the Full Embed text box, then copy it using the provided keyboard shortcut.
- In Craft under Entries > CRM Forms, click the associated form to edit it.
- Replace the contents of the Form Embed Code field with what you just copied to the clipboard.
- Click the dropdown arrow beside Save, and select Save and continue editing. You've now updated the English version of the form.
- If the form has a French language version, edit that form in ActiveCampaign, and click the Integrate button.
- Click the Full Embed text box, then copy it using the provided keyboard shortcut.
- In Craft, from the language selector dropdown (it should say "English"), select "Français".
- Replace the contents of the Form Embed Code field with what you just copied to the clipboard.
- Click Save. You've now updated the French version of the form.
If you wish to add a new CRM form for integration on your Craft site (linking to the form is explained further below):
- In ActiveCampaign, create a new form or edit an existing one. After you're happy with the state of the form you wish to add to Craft, click the Integrate button in the upper-right corner of the window.
- Click the Full Embed text box, then copy it using the provided keyboard shortcut.
- In Craft under Entries > CRM Forms, click + New entry.
- Give the form an appropriate title.
- Replace the contents of the Form Embed Code field with what you just copied to the clipboard.
- Click the dropdown arrow beside Create, and select Create and continue editing.
- If the form should have a French language version, create/edit that form in ActiveCampaign, and click the Integrate button.
- Click the Full Embed text box, then copy it using the provided keyboard shortcut.
- In Craft, from the language selector dropdown, select "Français".
- Replace the contents of the Form Embed Code field with what you just copied to the clipboard.
- Click Save. You now have a bilingual CRM form ready for use in Craft.
You can create buttons in Craft that will open any of the CRM forms in a fly-out (the same style that the footer's Contact Us button uses). To do so:
- In Craft, edit any Entry which offers a button field. This includes the Hero (optionally), Image and Copy block, Centered Copy & Button block, Stats & Copy block, and a few others.
- For the button, select the "Entry" link type from the dropdown. Then click + Select Entry.
- Click the CRM Forms category on the left.
- Click the form you'd like to have fly out when this button is clicked, then click Select.
- Save the Entry you're editing (using Save and continue editing to stay on the same page, if desired).
- Lastly, be sure to edit the French version of the entry as well, and make that button link to the same form.
If you encounter a piece of content in Craft that provides a link or button, but by the way it was coded it doesn't explicitly use a button field (and thus doesn't allow for a CRM form fly-out when clicked), in all likelihood I can modify the code to convert it to a proper button and support that ability. Just let us know and we'll scope it to a new task in Asana.