Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product Documentation
  3. Forms

Generating a CSV Form Follow

Amish Ladhu
  • October 28, 2019 15:47
  • Updated

Overview

One of the ways that leads can be imported into the platform is by uploading a templated CSV file. You can generate your own form with custom fields, so that all the data you require is being captured. This document will take you through the process of creating your own CSV form.

Import From CSV Modal

Within the campaign navigate to the Creatives section, then click Forms. Click the Import from CSV button to import your form. This page also shows the form listing table which allows the viewing, editing and removing of all previously created forms within the campaign. 

 

Form Import Settings

Within this modal a CSV template can be downloaded to get started. Once downloaded, complete the file with your desired form fields.

  • Dropzone
    • Once the CSV file contains the form fields you would like to import, drag and drop or select the file.
  • Form Name
    • The name of your form which will be shown on the form listing page and also the forms title.
  • Slug
    • Friendly form name which will be reflected in the form URL.

Articles in this section

  • Global Forms
  • Dynamic Thank You Page Content - Global Forms
  • Dynamic Content Form Field Type - Global Forms
  • Form Lookups - Facebook Sign In - Global Forms
  • LinkedIn Sign In on Forms - Global Forms
  • Importing a Form - Global Forms
  • Adding Multi-Language Forms - Global Forms
  • Global Forms FAQ
  • Publisher API and Campaign Webhook API FAQs
  • The Thank You Page
See more

Related articles

  • Integration Requirements
  • Dynamic Thank You Page Content - Global Forms
  • The Thank You Page
  • Deliver Leads to an External Form URL Using the HTTP Post Integration
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Integration Requirements
  • Dynamic Thank You Page Content - Global Forms
  • The Thank You Page
  • Deliver Leads to an External Form URL Using the HTTP Post Integration