Creating and Editing Bot Forms
- To create a new form click New Bot Form on the Bot Forms page.
- Select a Bot Form template or select Empty bot form if you want to start from scratch.
- Enter a name for your form.
- Click Create. The initial form will be created:
Saving a Bot Form
Click Save to save your changes to the current form. Please note that saving a form will not automatically update it on your site. You have to publish it to update it on the site.
Exiting the Bot Form Editor
Click Exit if you want to leave the editor. You will be asked to confirm if you want to leave without saving your changes.
Checking Form Submits
To see the detailed information about all times the form has been submitted, click Submits. (This command shows the same "Submits" page shown using the Submits command in the list of all forms.)
Click Export to Excel to export the list of form submits into an Excel file.
Renaming a Bot Form
Click next to the form name and type the new name:
Click or hit Enter to save the name.
Previewing a Bot Form
Click Preview to test how your form looks and works:
Adding a Bot Form To a Web Page
To add a bot form to your HTML 5 web page you need to insert a special DIV element to your HTML code.
If you created your site using WordPress or Joomla then select WordPress or Joomla, respectively, for instructions how to add the form to your web pages. You can do this using the WordPress Vine plug-in or Joomla Vine plug-in, respectively.
For all other systems, select Other and then click Copy to get the needed DIV code to the clipboard:
Now you can go to your web page and insert the code from the clipboard in the place where you want the bot form to appear.
Embedding Bot Form
<!-- This has to be added to all web site pages to make Vine tracking work: -->
<p>hi ! </p>
<div class="VineForm B326219207"data-bot-id="326219207">Here is displayed bot form 326219207</div>
Click Publish when you want to update the form in all web pages where it is used.
Configuring Bot Form Settings
Click Settings to configure the main form settings.
Adding an Automation Rule
Often you want to use an automation which starts when your form is submitted. For this, the automation rule must have the Form Submitted trigger. The Automation Rules list shows all rules which include the Form Submitted trigger for this form.
To edit a listed rule, click next to it.
If you want to create a new automation rule then please click Create New Automation.
- Select Send Form by Email if you want to send the form by email when the form is submitted.
- Select Google Analytics and enter Category and Action names for the event to be sent when the form is submitted.
- Select LinkedIn to use event-specific conversions in LinkedIn Campaigns to track when the form is submitted.