Getting Started with Convert Forms

Convert Forms is split into 4 sectors. The forms, the campaigns, the leads and the addons. To get started we should create a campaign first and after that, create a form to be linked with it.

1. Campaigns

A Campaign is essentially a collection of Leads which can be used for marketing purposes. Of course the most common use is an email campaign. Therefore, you can create a Campaign which, on top of storing the leads locally, subscribes them to third party email campaign providers such as MailChimp, GetResponse, ActiveCampaign and much more. The list of providers will be growing indefinitely.

convert forms campaigns

A Campaign should be linked with at least one Convert Form to be able to collect leads.

How to create a Campaign

  • Navigate to Components > Convert Forms
  • On the dashboard click the Campaigns button
  • On the horizontal menu click New
  • Type a Name for your Campaign. The name can only be seen by you.
  • For the Sync Leads with selectbox choose Convert Forms if you only want your Leads to be stored locally. Otherwise, choose one of the other available providers in case you have an account with them.
  • If you have chosen a third-party provider you should also fill-in the special fields required for each one.
  • Click Save & Close and you are done with the Campaign!

Note: On top of the third-party provider storage, the Leads will always also get stored locally for backup, security and other potential marketing purposes.

2. Convert Forms

A Convert Form is what you use in your frontend to collect any kind of data you'd like from your visitors. The most common use of a form is to gather emails for your newsletters.

convert forms forms

How to create a convert form

  • Navigate to Components > Convert Forms
  • On the dashboard click the Forms button
  • On the horizontal menu click New
  • While on the Form Designer click the Box button on the left side of your screen
  • Type a Name for your Convert Form. Only you can see this name
  • While still on the Form Designer click on the convert forms submission icon icon
  • For the Collect Leads using the Campaign selectbox choose the Campaign you create earlier or leave the default value if you only want the Leads to be collected locally.
  • Click Save & Close
  • While on the Forms List view click on the convert forms module icon icon to finally create the module for your Convert Form and assign it to menu items like any other Joomla Module! That's it!

3. Leads

A Lead is all the data collected by one submission of a form. For example, the email and the name of one of your visitors is one Lead.

convert forms leads

Where to find the Leads

  • Navigate to Components > Convert Forms
  • On the dashboard click the Leads button
  • On the Leads screen you are able to filter them by using the Search Tools in the horizontal toolbar

4. Addons

The Addons are basically a collection of third-party campaign providers such as MailChimp, GetResponse and ActiveCampaign that can integrate with Convert Forms and collect the subscriber data right from your Joomla Website into their respective services.

convert forms addons

The list of available Addons will be growing indefinitely, release by release.

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