Welcome to the guide for creating and using Native Forms in ScreenSpace. Native Forms allow you to capture leads directly within your Stories, seamlessly integrating with your sales and marketing workflows.
Efficient Lead Capture: Collect lead information directly within your Stories.
CRM Integration: Seamlessly sync lead data with HubSpot, Salesforce, Marketo, or Pardot.
Enhanced Engagement: Use captured data to personalize user experiences and improve conversion rates.
User-Level Engagement Data: View detailed insights into individual user interactions and behaviors within your Stories.
How to Create a Native Form
Creating a native form is simple and can be done through the Form Creator page inside your Workspace settings.
Steps to Create a Native Form:
Access Form Creator: Navigate to Workspace settings and select
Form Creator.Select or Create a New Form: Start by naming your form for easy identification.
Select Integration (Optional): Choose to integrate with:
HubSpot, 
Salesforce, 
Marketo, or Account Engagement. How to set up integrationsSelect Desired Fields: Choose from Email, First Name, Last Name, Phone, Company or create your own Custom field. Optionally require visitors to accept your Terms & Conditions and Privacy Policy upon submission.
How to Integrate Your Form
Forms can be integrated at various points in your Story to optimize lead capture and engagement.
Steps to Integrate Your Form:
Create a Form Scene: Add a
Form Scene to your Story.Access Form Settings: Select
Form Options from the Tools.Select Your Form: Choose your new form from the dropdown.
Customize Form Design: Customize the appearance of your form.
Container: Set container visibility
Background Color: Set a background color for the form
Border: Customize border color and size
Shadow: Adjust shadow visibility, size, and color
Set Form Action:
Open an external link (e.g., scheduling link, website, video). Include variables in the link URL to pass form data to your destination link.
Jump to another scene (e.g., confirmation page, gated content).
Test the Form: Submit the form while inside the editor to ensure it functions correctly.
By following these steps, you can effectively capture leads, providing valuable engagement data to enhance your sales and marketing efforts.