Add Slate CRM Form to a Page

Slate CRM forms can be embedded in a page.

Step 1: Edit Form

In Slate find the form embed code. This is currently available by editing the form and selecting Embed Form from the right vertical menu.

Step 2: Copy the embed code.

Choose “Embed Form” on the right side of the Edit form screen to display embed code options.

Step 3: Select Embed Code

Copy the embed code, typically the Dynamic Embed option.

Step 4: Add form embed to a Page.

The Slate embed code consists of two parts, the first part of the embed code is a <div> tag with a unique ID on it and “Loading…” placeholder text. The second part is inside an opening <script> tag that is closed by a closing </script> tag.

Select “Full Width with Form” banner layout, then place the DIV tag with the unique form id into the Form metabox

The <div> should be placed where the form needs to appear. For this theme in most cases that would mean placing it in the Form code field in the Banner Layout that supports a form.

Use the BU Tracking Snippets metabox to load the Script tag. Be sure to include both the opening and closing Script tags and the entire contents of the script tag from the Slate Embed Code. Do NOT include the DIV tag here. This Javascript will load the form where the DIV tag is placed on the page.

The Script tag must be separated from the div and placed in the Tracking Snippets metabox at the bottom of a page. If the <script> tag is placed in the main content area or a meta field it will be stripped out when the post is saved. It’s best to set the Script Placement location as “Head,” however either location should work.

Step 5: Test the page

Save the post as a draft or publish the page and test the form. If it does not load, double check that you have both the DIV tag portion and the Script tag portion of the code placed in the appropriate locations.