This is a step-by-step guide for creating ADF forms on the Full Throttle website platform. Any forms submissions that need to get sent to the dealer's CRM MUST be set up in this format.                                                                                                                                                                        


.Any forms that will go to a specific person or team would be set up as a standard form, which you can read more about here

Step-by-step guide

Building the Form

  1. Go to the Forms section of the admin
  2. Click "Add New" to create a new form
  3. Add the form fields using the "ADF Field" button in the Template Fields or Favorite Fields section
    1. VERY IMPORTANT: You MUST use the ADF Field when setting up the form fields if the form is being sent to the dealer's CRM
  4. You can use the Favorite Fields section that has the commonly used ADF Fields in it (First Name, Email, Last Name, Phone)
  5. Make sure that the field for it to be populated within the ADF email is properly set (see screenshot below)
    1. NOTE: If you are setting up a field for comments or something that does not fit the other fields (First Name, Last Name, Email, etc), use the Customer Comments option. Be aware that you can only assign this to ONE field in each form, you cannot have multiple fields set to the Customer Comments option for the same form.
  6. To make any fields required, click on the "Restriction Settings" drop down and select the "Required" checkbox
  7. If the form needs to pass car detail information (Stock #, VIN, etc), then make sure to add the "ADF Car Details" field
    1. NOTE: This is only necessary for forms for the VLP/SRP, VDPs or Specials pages

Emails & Actions

  1. To set up the different email rules and success page URL, utilize the Emails & Actions tab in the new form you've created
  2. If this dealership only has one CRM lead email address for ALL of their forms, then you can set the ADF email address in the Theme Options → Inventory → ADF Email Recipient field (see screenshot below)
  3. If there are multiple CRM lead email addresses, then you can use the ADF Rooftop email action in the Emails & Actions tab for the specific form you're adding
    1. To do this, click on "Add New" and select "(FT) ADF Rooftop Email" option from the Type drop down (screenshot below)
    2. Add a name for the action, typically you can name it something like "Lead Email"
      1. The adf_rooftop_prefix field is for if you need to break down the lead emails by stock # prefixes (this only applies for New Vehicle/Used Vehicle form submissions, typically only if it is a group site and they designate location by stock # prefixes)
      2. The adf_rooftop_dealername field is also for New Vehicle/Used Vehicle form submissions and is really only used if there is a group site with multiple locations. You would just need to enter the dealername (typically the "Location" field on the website)
    3. To add the specific CRM lead email address the form submissions should go to, used the "adf_to" field
      1. NOTE: You do need to add either a "adf_rooftop_prefix" or "adf_rooftop_dealername" field to use the FT Rooftop ADF Email action
  4. Once you have added the lead email address, click "Save" to save the action you just created

Once you're ready to add your form to a specific page, follow these steps:

  1. If this form will live on a specific page and is NOT a pop-up form, then go to the specific page you want to add it to in the Pages section of the admin
  2. Then click on the "Add Forms" button on that specific page (screenshot below)
  3. You should now see a pop-up where you can search for the form title or you can click the dropdown to see all the available forms
    1. Either search for the specific form for this page or select it from the dropdown and click "Insert"
  4. You should now see the Ninja Forms shortcode in the text box for the page (screenshot below)
  5. Click "Update" to save your update to the page and now the form should be on this page of the site!
  6. If the form is a pop-up form (for Specials pages, VLP/SRPs or VDPs), then go to Theme Options → Pop-Up Forms
    1. This is where you can assign a specific form to the different pop-up options (New Inventory, Used Inventory, New Vehicle Special, etc)
    2. This is also where you can update the CTA button labels for pop-up forms (i.e. Send Me Today's Best Price, Get e-Price, etc)

To set up the Thank You Pages for forms, follow the instructions outlined on this page