Pardot Knowledge Base

Form Wizard Overview

Last Updated: Dec 16, 2016 | Print this Article

Pardot’s form wizard lets you create a customized form in seconds. Use forms on your website to collect information about visitors and turn anonymous visitors into identified prospects. Use this article for in-depth coverage of each Form Wizard option and step.

Step 1: Naming and Tagging

Step one of the Form Wizard lets you set up basic organization for your form, including name, tags and campaign:
  1. Choose a Name for your form (this is internal-only).
  2. Optional: Add Tags (separate multiple tags by commas).
  3. Select a Folder.
  4. Select a Pardot Campaign for your form from the dropdown menu.
  5. Click Next.

Step 2: Fields

Choose, order, and edit your fields in Step 2 of the Form Wizard:
  1. To add fields, click Add Another Field.
  2. Using the arrow handles, drag and drop your fields to arrange them.
  3. Edit the settings (required, always display, etc.) for the field with the pencil icon. For more information on field settings, see Form Fields.
  4. When finished, click Next.

Step 3: Styling Your Form

The Look and Feel section of the Form Wizard gives options for styling your form. If you're interested in more advanced options, check out our article on CSS for Forms.
  • Layout Template: Select a Layout Template for your form's layout and appearance. In most cases, the Standard Layout Template will suffice. Talk to your web developer if they've helped make a template that uses custom CSS to style your form a particular way.
  • Submit Button Text: Define the text that will show on the submit button on the form (e.g., “Download the Buyers Guide”). If want your submit button to be an image, use this advanced method.
  • Form Content tabs: enter the copy you want to show above and below the form, and specify the basics for how your form fields and labels will be styled:
  • Above Form tab: Information to be displayed directly above the form.
  • Below Form tab: Information to be displayed directly below the form’s submit button.
  • Styles tab: Controls the look and feel of form elements such as fonts, label alignment and checkbox alignment without the need for custom CSS. Forms Step 3 Look and Feel, Styles This may not be necessary if your Layout Template specifies styles for your form.
  • Advanced tab: Options to control the way your form behaves, how it tracks prospect activities, and how it protects against spam bots. Forms Step 3 Look and Feel, Advanced
    • Enable Kiosk/Data Entry Mode to collect form data without applying a prospect cookie to the browser. For more information on how to use Kiosk Mode, see this article.
    • Choose the "Not you?" link to allow visitors to refresh a form that’s been forwarded to them from another prospect.
    • Enable explicit bot protection using reCAPTCHA to add an additional human verification element if you're having issues with spam bots.

Step 4: Completion Actions

Use Step 4 of the Form Wizard to Show Thank You content, and take actions on your prospects when this form is complete. Use Thank You Content and/or Thank You Code to specify what is displayed once a prospect submits a form.
  • Thank You Content: displays in place of the form immediately after a prospect clicks the submit button.
  • Thank You Code: usually JavaScript that calls a third-party like Google AdWords conversion tracking to denote that a task was completed. It can also be used to refresh the entire screen to a new URL (e.g. a success page) for Google Analytics Goal/ROI tracking. Most forms will not need any Thank You Code, but there are a few advanced methods for redirecting prospects that use this section of the form wizard.
Forms Step 4 Completion Actions, Thank You Content and Code Optional Settings
  • Always display form after submission: By default, a prospect who fills out a form and then returns to the form page within a 10 minute window will not see the form again and will instead see the Thank You Content (or be redirected based on your other settings). This option disables that 10 minute window. This option is enabled by default in Kiosk Mode, and isn't editable.
Forms Step 4 Completion Actions, Always Display
  • Redirect the prospect instead of showing the form's Thank You Content: Select if you want a prospect redirected to a particular page without the Thank You Content displaying at all. If your form is in Kiosk Mode, it might be a good idea to redirect the form back to its landing page URL here. See this article for more.
Forms Step 4 Completion Actions, Redirect
  • Completion Actions: take action on your prospects or take action within Pardot as soon as the form is submitted by adding Completion Actions to the form. Completion actions are not retroactive for prospects who filled out the form before you add a completion action. The following example shows how to send an autoresponder email; check out our full list of completion actions.

Forms Step 4 Completion Actions, Completion Actions with contentStep 5: Confirm and Save

Review your form's settings, preview, and take the plunge. Forms Step 5 Confirm and Save The confirmation page displays a summary of your form details. To make changes to your form, use the upper navigation to move backward through the steps.
  • Preview Form: Click Preview Form at the bottom of the confirmation page to get a glimpse of how your form interacts with your Layout Template, and how the styles you applied in Step 3 of the wizard look.
  • Confirm & Save: Click to save your form. Your form is now live and hosted on its own Pardot URL!
Not what you were looking for? Check out related articles:
Form Field Types
Deploying Forms
Form Wizard Troubleshooting and FAQ
Creating Forms

Need more? Start a conversation with other Pardot users in our Success Community