Install Formulayt on your website
Add the Formulayt script to every page where you plan to deploy form gates. This is the first critical step for enabling forms on your site.
Set up form fields
Your account starts with default fields or none at all. Create custom fields to collect the exact information you need from users.
Review existing fields in your account
Create new fields based on your data collection needs
Modify field properties and validation rules
Create form templates
Form types serve as templates for your gate editors. Build these templates using your configured fields to ensure consistency across your forms.
Navigate to the Form Types section
Create templates for different use cases
Add your fields to each template
Set up data integrations
Connect Formulayt to your data platforms to receive form submissions. Options include Marketing Automation Platforms, CRMs, or integration via Zapier.
Access the Formulayt Apps area
Select and activate your preferred integration
Configure connection settings following the step-by-step instructions
Customize form styling
Adjust the appearance of your forms to match your brand's visual identity. Style customization is available in the manage styles area.
Important: CSS/SASS proficiency is required for style customization. Contact your account manager about professional services if you need assistance.
Deploy your first form gate
Now that you've configured the essential elements, you're ready to create and deploy your first gate.
Requirements before deployment:
Formulayt script installed on the page
Marketing automation tracking script on the page
Form template created
Enable form field prepopulation
Improve user experience by pre-filling form fields with existing data. This significantly increases completion rates and form optimization.
Access the manage fields area
Select the prepopulation dropdown field
Choose your data source for prepopulation
Configure analytics events
Track user interactions with your forms by setting up custom JavaScript events. These can connect to tag managers or analytics platforms.
Important: JavaScript proficiency is required. Contact your account manager about professional services if you need assistance.
Organize your gates with folders
Create a logical folder structure to organize your gates. Plan your hierarchy and naming conventions in advance to:
Find gates more easily
Restrict access to specific folders using manager groups
Maintain order as your form library grows
Add user accounts
Create accounts for your team members to access Formulayt with appropriate permissions.
Install the Chrome extension
The Formulayt Google Chrome extension helps editors and administrators:
Detect gates on a page
Troubleshoot issues
Preview changes on live web pages