The Form – How to Design a Form That Works For You

Creating forms in The Prospect Farmer is very easy and intuitive. All you need to do is add a new form in the “Forms” menu option and choose the parameters in the form design interface.


The following parameters are available on this screen:

Form Name: is a name for internal identification at The Prospect Farmer. To be easier to manage your forms, you can give the same name of your campaign, for example: Free Coffee Promotion.

Title format: text format is the default, but if you want to put an image in place of the title, select “Image” and the system will show a box to enter the URL of the image. This can be an external source, in this case you must inform the image URL (to find the URL of an image, click your right mouse button on the image and select “Copy Image URL” or other similar of your browser).

Title: is the title that will be the call to action of your promotion. This is the most important element of the form, it will be what will make the user click the button to fill the data and get the freebie. Example: Win a Free Coffee!

Image URL: URL is the address (link) of the image that will be displayed to the user instead of the form’s title. You can choose a picture from the Internet and put the link to it, select an image from the The Prospect Farmer gallery or, if you want to host the image on The Prospect Farmer, just upload using the “upload your image” button.


  • Even if you decide to use an image as title, use a compelling title. The text will appear when the user hovers the mouse over the image;
  • To have a form such as this example, without borders or text around, choose a theme “Modern” and select “Discreet” in “Display Format” option;
  • Use an image with transparent background for a better effect.

Text: is the text describing the promotion, a sort of subtitle. In a form with 2 stages (more on that below), the text will only appear after the user clicks the button or the image. The first stage should convince your visitors to go ahead and complete the form.

Form fields: here you define what will be the data you want to capture from your prospects. Statistics show that the more fields required to fill out, the less likely the prospect will send the data. The ideal is to request a minimum of information, such as name and e-mail, for example. If you sell luxury goods or high value-added products/services, you may request the phone to a personal contact. Just ask more information if it is absolutely necessary for your business. Remember that the key while capturing prospects is to have a way to communicate with them. Additional data can be obtained in the future through a second contact with the prospect.


Form Language: Set whether the form is in English, Portuguese or Spanish.

Display Form: This field has three options:

  • Default – The form appears in the user’s screen with only the title and the first stage button or the image. It hides from the user that there is a form that must be completed to receive the “freebie”. They only discover that they need to provide their contact data after they click the button  of the first stage, showing the form for filling. This and the “Discreet” option are those that have the highest conversion rates (more prospects signing up). We got to measure up to 8x more entries compared to the “Full Form” in some cases. This is due to a psychological factor that the user, by clicking the button of the first stage, feels committed to continue the process. When the form is shown open, the user looks to it and can “pretend not seen,” but with the hidden form he does not have this option.


  • Full Form – Despite being the least recommended, can be successfully used in some types of campaigns, especially those that are created with an exclusive hotsite. The form then becomes a key element in achieving the goal of the campaign and the hotsite, minimizing user rejection. In these cases, we recommend using in conjunction with the “Position” – Embedded – in which the form is inserted into the campaign page and not presented as a floating window in a corner of the screen.


  • Discreet – basically the same as the “Default”, but shows only the title with a link that opens the second stage of the form. This option allows you to create more discrete floating forms that take up less space on the user’s screen and are less intrusive. This display mode can also be used to display an image or icon in place of the floating window, such as a gift box, for example. To use this feature, you must use the “Title Format” option as “Image”.


Show Preview: Check “yes” if you want to see how your form will appear on the screen. Check “no” to hide the preview. To see the different stages, change the field “Display Format” and then return the value for what you want to use in the initial showing of the form to the user. The preview is updated whenever you make a change in the form parameters.

Theme: Here you define the appearance of the form. The “Basic” themes are more rounded, while the “Modern” themes are “square”. If you wish to make changes to the visual characteristics of the form other than that offered by the themes, you will have to change the values of CSS classes used by the form. In this case, visit this article for advanced users.

Position: Set the screen position where the form should appear. The “Embedded” option allows the form to be inserted into the HTML code of your page/hotsite and do not show as a floating window. To use this option, you must insert the script from The Prospect Farmer form where you want the form to appear.

Button 1st Stage: The text for the button that will appear on the first stage of the form when it is in the default initial format. This button will not appear when the option “Display Format” is “Full Form” or “Discreet”.

Button 2nd Stage: This will be the “Send” button of the form, ie, the button that the user must press after completing the form to send the information to the saved in your account at The Prospect Farmer.

Type of the gift: Here you decide whether the users will receive a coupon or a digital file in exchange for their contact information. The coupon can be drawn on the next screen and will serve for any type of gift that is not a digital file. In the case of a digital file, you can offer an e-book or an image as a wallpaper, for example.



You can animate the arrival of your form on the page. Try the different configurations and see the results with the “Preview” button. Take a look at some examples at the bottom of the page.

By clicking “Save Form”, you will be directed to the digital file upload screen or the coupon design screen, depending on the choice you made in the previous option. The “Cancel” button causes all options to be “forgotten” and the form will be back to its initial stage with the “default” or the latest version you have saved.

Here is an example of a form with floating window.

Here is an example of an integrated form on the page.

Here is an example of a form with image in place of the title.

Here is an example of a form with image and animated.

Here is an exemple of a form with floating window and animated.

Continue with: The Gift – Drawing the Coupon or Sending Files to the Server or watch a video with the entire process.