Naming and saving the form

Naming and saving the form

Watch the video below to learn more on how we suggest naming your forms and then how to save them for the next steps. 

How to Name and Save the Form: A Step-by-Step Guide

Why Consistent Naming?

• Saves time searching for forms by having a clear naming structure.

• Promotes organization within your forms library.

Steps:

1. Develop a Naming Convention:

   • Start with the type of form (e.g., "Lead Magnet").

   • Separate words with a hyphen (-).

   • Add a brief description of the form's purpose (e.g., "Double Your List").

2. Example: "Lead Magnet-Double Your List"

3. Apply the Naming Convention:

   • Use this format consistently for all your forms.

   • Consider further details for complex offerings (e.g., "Course-Marketing 101").

4. Save Your Form:

   • Locate the "Save" button, typically in the top right corner.

   • Click "Save" to finalize the naming and save your form.