We’ve tried to make it as simple as possible to start collecting meaningful data that you can use to your advantage.
Installing your form as easy too.
1.) Copy Your Form Code
First of all, you’ll need to download your forms code from here and by clicking on the ‘View HTML’ button. Once you click the button, the HTML will be displayed beneath it with an option to ‘Copy Text’.
2.) Embed Form Code
Once you decide the page where you want to place your form, all you have to do is paste in the HTML for your form. At present Monty does not offer the ability customise the form directly, so it will be up to you to style the form. This may require some developer assistance, but if you have an existing form already then you can just apply its styling attributes to your Monty form.
3.) Capturing Marketing Data
By default, Monty will capture the traffic source and landing page which will be available on your deal view.
If you would like to collect more specific data, you can use UTM tags to do this.
Available parameters :
All you have to do is make sure that these tags are present on the URL you are using, Monty will then show this data on the associated deal.
4.) Form Submissions
Each form submission will be placed in the first column of your pipeline automatically.
Once you have installed your form, we also recommend testing your form with test data to ensure it is working as expected.
After a successful submission, users will either be redirected to the specific thank you page or Monty’s default one.