How to Create a Smart Microform

Modified on Tue, 24 Sep at 4:22 AM

What makes the Hushly Smart MicroForm unique is its built-in business email verification, email ownership validation, and opt-in/double opt-in compliance process. This ensures higher lead quality by preventing junk emails or free email domains from cluttering your marketing automation workflows.


There are two ways to create a Smart MicroForm. 

  • From Hubs Menu
  • From Stream Details Page



To create a Smart MicroForm from Hub Menu follow the steps below:

  1. From the Left Nav Menu, click Hubs > Select a Hub. 
  2. On the Hub Menu, select Smart MicroForms > Click Add Smart MicroForm.
     
  3. The Add Smart MicroForm pop-up is displayed. In the Asset field, select an Asset. The Name field is prepopulated by default. You can edit the Name if you wish. Click Create. Note: Only the Assets that are associated with a Stream of the Hub will be listed. The other assets within the stream are offered to the user as related assets that the user can also download as part of the MicroForm submission.
    If you don’t have any Assets associated with a Stream, learn how to Add Assets to a Stream here.

  4. A confirmation message is displayed "Hub Smart MicroForm has been added". The Smart MicroForm design page is then displayed. The Elements of the form are displayed on the left menu, the Preview of the Smart MicroForm is shown in the center and the Styling Elements of the form are on the right side of the page.
    Click here to learn more about Styling a Smart MicroForm.


To create a Smart MicroForm from Stream Details Page follow the steps below:

  1. From the Left Nav Menu, click Hubs > Select a Hub.
     
  2. In the Hub menu, select Streams, then click on any Stream. 
  3. On the Stream Details Page, click on the three-dot menu of a Stream item. The Menu displays Edit Asset, Add Smart MicroForm and Smart MicroForm. Select Add Smart Miroform.
    • Edit Asset: Selecting this option, the Asset opens in a new tab to Edit the Asset (optional).
    • Add Smart MicroForm: Selecting this option creates a Smart MicroForm for the Stream Item.
    • Smart MicroForm: Selecting this option opens a pop-up displaying the Smart MicroForm associated with this Stream item.

      Note: Asset types like Web Articles such as Blogs will not have Add Smart MicorForm and Smart MicroForm in the menu list.

  4. The Add Smart MicroForm pop-up appears with the Asset and Name fields prepopulated. You can optionally modify the Name, then click Create. Note:  If the selected Asset has the same name as an existing Smart Microfrom, an error A Smart MicroForm with this name already exists in this Hub is displayed.

  5. A confirmation message is displayed "Hub Smart MicroForm has been added". The Smart MicroForm design page is then displayed. The Elements of the form are displayed on the left menu, the Preview of the Smart MicroForm is shown in the center and the Styling Elements of the form are on the right side of the page.
     
    To learn more about how to customize a Smart MicroForm, click here.














Related Topics:

Get started with Hushly's Smart MicroForm
Styling a Smart MicroForm

Adding a Smart MicroForm on your Webpage


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