Currently, it isn’t possible to use a Request as a public form.
However, you can use a traditional form to begin the process, and trigger Content Snare to follow up with a Request.
This is done using Zapier.
First, you’ll need a Zapier account.
Once you have signed up, create your first workflow by clicking the “Make a Zap” button.
Also, for this guide, you’ll need a simple forms software like Typeform, Gravity Forms, or Google Forms.
For our example, we will be using Typeform.
Then follow these steps
Step 1: Create your simple contact form on Typeform
For this example, we’ll keep it as basic as possible.
We recommend capturing your client’s basic contact information so you can later feed it to Content Snare using Zapier.
After you’ve finished creating your contact form, go ahead and embed it on your website.
Embedding is another guide in itself. Each website builder is different but it shouldn’t take you more than a couple of minutes.
Step 2: Create a trigger
You’ll trigger this workflow with Typeform’s “New Entry” trigger. Every time a client completes a field, we’ll add it to our daily summary.
Go ahead and test the trigger to get some sample data.
As you can see, the fields are pretty straightforward. Zapier will pick up the form’s latest answer.
You’ll only require the 3 fields to create a client in Content Snare:
- Company Name
- Full Name
Step 3: Create a Request in Content Snare
Again, pick Content Snare from the list and choose “Create Request” as the Action Event.
After, it’ll ask you to set up the action. You can choose from a multitude of options. We suggest keeping it simple.
Note: You can create a client and the request in one step. You do not need a “Create Client” step first.
- Name: This is the name of the request. For this example, we chose Name and the entry’s Submit Date from Typeform.
- Folder: If you don’t choose a folder, it’ll default to “Default Folder”. To keep things organized, We suggest creating a folder for this automation. After all, automation is meant to save you time!
- Request Template: This is where you’ll choose the request to be sent for the automation. Zapier will pull all of your templates so you can choose one.
- Email: This is the email of the Request’s recipient.
- Full Name & Company Name: These fields are only required for New Clients. Make sure to include these questions in your form if you aim to create new Content Snare out of this automation.
- Due: If you’re planning on having this automation run forever, leave this space blank. It will automatically default to set the due date to 14 days from when the request is created.
Even if you’re doing it for an event, most likely your clients won’t answer on the same day.
Continuing on the same step, don’t worry, we’re almost finished!
All of the settings that you’ll see here are the same as the last phase of the Request creation process.
- Status: Unless you want to micromanage your requests, always set it to Published, otherwise your request will default to Draft and won’t get sent.
- Communication Template: This is where you’ll choose your reminder schedule. We recommend you create a separate one for this automation. A one-size-fits-all kind of template is not recommended.
- Request Owner: If you’re running a one-person show, opt to create an alternate email address, add it as a team member, and assign it to this automation. If you don’t mind mixing your Requests’ notifications in one Inbox, then assign yourself as the Request Owner.
- Share Via Link Enabled: This allows your Client to access the Request without needing them to log in.
- Passcode Enabled: If you want an extra layer of security, you can require your client to enter a PIN code to access the request.
Step 4: Test your Zap and turn it on
At the end of your Zap creation process, don’t forget to test it out. Don’t be scared if an error pops up.
Zapier can be kinda clunky sometimes and mark things as errors just because it had a bad day.
At the bottom, you’ll see a black bar asking you if you’re ready.
If you’ve gotten this far in the guide, of course you’re ready. Go ahead and turn it on!
And that’s it!
If you have any questions or would like us to create a guide for another service, feel free to reach out at [email protected] or leave a message using the chat widget.
In both cases, be sure to leave your name, email address, and details regarding your query and we’ll get back to you as soon as we can.