Creating a form capture widget

The embeddable Form is used to build a form capture widget which can be inserted into the HTML for your website.

To create an embeddable form in Ortto:

1. Create a capture widget from scratch and under Widget types, select Inline.
   
2. Edit the content and style as you would for most capture widgets, with the following differences:
   • As the capture widget is an embeddable form, Add content is reduced to only the content components permitted within a form.
   • Click Add field to add an existing field, or create a new field to add to the form. New fields may be stored as a temporary activity attribute, or as a custom field on a person’s record as well as an activity attribute.
   • Form fields can be configured to be pre-filled and/or hidden depending on the data available for a contact. Learn more at How to pre-fill and hide form field data.
   • Adjust the specific form options:
     • Unstyled which provides only the raw HTML with no CSS to facilitate the presentation of the form using the website theme.
       
     • Notify team via email when there’s a submission, which sends an email notification to the people in the Recipients list.
       
     • Notify team via Slack when there’s a submission, which sends a Slack notification to your selected channel.
3. To add the form to your website:
   • Copy and insert the form’s Embed code into the HTML for your website.
     
   • If your data source is an e-commerce integration that was configured through Ortto’s Data sources page or when you created your Ortto account, the tracking code will be added automatically. For any other integrations, you will need to incorporate the tracking code manually. To do this, copy the Ortto tracking code and insert it into the head section of the pages which contain the form.

If you need someone else to add the Embed code and tracking code to your data source, use the optional Email instructions to email them the details for this process.