What does the Form feature do?
A Web Form is an online page that allows for user input. Our Forms feature is a Lead Generation Form that can capture information on potential customers.
Does the Tour Builder Form feature have its own CRM?
No! There is no separate backend for the "Forms" feature, it is all kept in whatever CRM your company uses.
What do I need to provide to create a "Form" in Tour Builder?
All you need to provide is a share URL or Iframe code from the web form in your CRM. If you do not have access to your CRM, talk to the team or person that manages it.
How to Create a Form In Tour Builder
1. Get URL or Iframe code from CRM admin.
2. Log in to your Tour Builder account: https://portal.concept3d.com/
3. Click edit on your tour.
4. Go to the Forms tab with the tour editor.
(Optional) Add a name for your form.
(Optional) Add a description to your form
5. Add a share URL to an Iframe or generate an Iframe from your existing form into our "Form Embed Code" box.
<iframe src="https://docs.google.com/forms/d/e/1FAIpQLSeZKNRvLAP6zcdmAX5Ke13T4Io5pJVOU4FLxCuL1Z9yTe7rig/viewform?embedded=true" width="500" height="550" frameborder="0" marginheight="0" marginwidth="0">Loading…</iframe>
Best practice for form width and height is: 500x550
6. The Preview Button will generate what the form will look like.
7. Click Update to save the tour.
8. Click Display Form to have it displayed on the Front end 360º Tour.
(Optional) You can have the form pop up on a tour stop, to do that click the Timing button.
Then assign it to whichever tour stop you would like to assign it to.
(Optional) If you would like the Form to pop up again if the end-user shows go back to the stop you assigned it to. Click the repeat for display button.
You are done!
If using Slate Forms, please read below:
In order to embed a slate form within your 360 tour, the form will need to be embedded on a standard webpage on your site first. Slate does not allow their forms to be directly embedded into the Concept3D platform. You will also need to ensure the webpage can be embedded outside your domain.
If you receive an "Xframe Origins" error when setting up your form, see the information below.
The form page you are trying to embed into the iFrame has a security setting on your end (X-Frame-Options: SAMEORIGIN) that is blocking the embed functionality. The header is currently coming from the website the form is embedded in, it is not coming from Concept3D. The header would have to be removed as they are working as expected, and bypassing these headers is not an ethical option. X-Frame-Options only has 2 directives - DENY or SAMEORIGIN. DENY prevents the site from being presented in any iFrame while SAMEORIGIN only allows frames using the same domain as the content’s origin. Here’s some additional information on how those headers work:
Help Video & Sample Tour
Check out this sample tour on "How To" add our Form into a Tour Builder