Every page of your website requires either a form or simple panel - we know this. This FAQ will details how to assign your created forms and panels to various 'hooked' locations on your website, and how to create Custom Locations anywhere on your website with Elementor (or WordPress shortcode).
Assigning forms to various locations on your website requires that forms and panels be created, and we will deliver your website with a number of forms that are already defined (such as the FHB form, Investor Form, Refinancing Form, Contact Form, and Booking Form etc.). The FAQs on Creating a Form and Creating a Simple Panel should first be referenced.
To assign our forms and panels to the location on our website where we'd like them shown, we navigate our way to the 'Location Forms and Panels' module via the small email icon in the Website menu. The page returns options to assign both forms and locations for our registered websites.
Pictured: To assign our forms and panels to the location on our website where we'd like them shown, we navigate our way to the 'Location Forms and Panels' module via the small email icon in the Website menu. The page returns options to assign both forms and locations for our registered websites.
The Result
Once assigned to a location, a form will simply present itself as you would expect. The form assigned to a location may obviously be updated at any time, and the time taken to do so is normally just a few seconds.
The result of a location form on our website is as follow (in this case we've defined the specific form under blog posts to return our mortgage marketing guide).
Pictured: A Location Form assigned under our blog posts. This form may be updated in just a few seconds via Yabber's Location Form panel. As we'll detail shortly, escalation may apply if required.
The result of a location panel on our website is shown below (in this case we've defined the specific form to be shown on the primary blog page). Remember, a Simple Panel is simply a side-by-side form, so we include either a lead magnet (offer) or video alongside the form.
Pictured: A Location Panel assigned on our blog archive page. This Simple Panel may be updated in just a few seconds via Yabber's Location Panel module. As we'll detail shortly, escalation may apply if required.
How to Assign Forms and Panels
The assumption, as mentioned earlier, is that you'll have the forms and panels created (these take about a minute each so it's not difficult).
We'll assign Location Panels first. Select your website and submit. Select the optional panel that should be assigned to the hooked location. Once done, click save. Changes are made immediately on your website.
Pictured: Select the optional panel that should be assigned to the hooked location. Once done, click save. Changes are made immediately on your website.
The assignment of Location Forms (so, single column forms rather than two-column panels) is slightly different. We have a few forms that need to be assigned for a specific purpose, such as Business Finance, Auto Finance, the Contact Form, and the Booking Form, and we need to have these created (we'll normally do this for you).
Pictured: The assignment of Location Forms (so, single column forms rather than two-column panels) is slightly different. We have a few forms that need to be assigned for a specific purpose, such as Business Finance, Auto Finance, the Contact Form, and the Booking Form, and we need to have these created.
You may remove forms and panels from locations by selecting an empty value.
Creating Custom Locations
You may create custom locations. These form 'hooks' are assigned to any page via WordPress shortcode or with the 'Location' Elementor widget, and you may then assign forms and panels to this location as you would any other. Never hardcode a form into a location - this is a technical debt - changing it requires unnecessary effort (this is what your caveman competition are doing).
Pictured: To create a custom location for a form or panel, first select teh form type, and then assign a 'slug'. It is this slug that will be used in shortcode to identify the form location.
Location Form and Panel Elementor Widget
Most 'hooked' locations already exists in your website framework, so the 'Location' blocks will generally only be used if you have created a custom location, or you are assigning an existing location to another location.
Pictured: In this example, we have dragged the form assigned to the 'blog' location (which is the form assigned under each blog post) into a page. Whever the form is reassigned in Yabber, the new form will show. In reality, the 'blog' hook is a Yabber default so you won't have to assign this specific location hook to your website unless you choose to show the same form elsewhere. The assignment of Location Panels via Elementor is identical, and it's unlikely you'll use it unless you choose to add more location hooks.
Form Escalation
You will note an option and toggle switch in the Elementor widget above called 'Form Escalation'. Form escalation means that the form will vertically escalate to another if a user subscribes to the form initially shown. Escalation will cycle through a long list of forms until they've subscribed to them all, at which time the first is shown again.
Form and panel escalation is a fundamental funnel tool that can't be ignored, and the details of the escalation is discussed in an FAQ titled "How to Escalate Website Forms and Simple Panels".
Pictured: Form and panel escalation is a fundamental funnel tool that can't be ignored. Your website is far more powerful than your competitors - use the tools as best you can to shape a unique funnel experience.
Considerations
Remember, each form includes a fully-integrated Outlook calendar and an automation schedule, so keep this in mind when assigning forms. Also remember that each form will be associated with an email list and autoresponder program.
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