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FormOnce | 5-minute explainer

Video transcript Hi there. I'm Elva from OnceHub and this is a 5-minute explainer video for FormOnce. 

If you're looking for a longer video that walks you through the setup for FormOnce, we have that available on our website and YouTube channel. But this explainer video is a great place to start.

So, what is FormOnce and how can it help you to capture, qualify, and engage with more leads more quickly?

Well, everyone's familiar with generic webforms that look boring and capture the same information from every visitor. Pretty much every website has a form like this and most of them aren't very effective.

FormOnce allows you to create smart forms for your website and landing pages. They're smart because you can personalize the content and questions for each visitor, which makes the experience more engaging. They're also smart because they can automatically qualify your leads and then immediately offer them a live chat, an instant meeting, or a scheduled meeting.

FormOnce also gives you multiple publishing options.

Standalone forms can be built within OnceHub and simply shared as a link. They're ideal as landing pages for lead generation campaigns.

Pop-up forms can be added to your website to open from a button or a link. They're ideal for calls-to-action on website pages.

Embedded forms can be embedded anywhere on a page of your website and are perfect for adding lead capture, qualification and engagement within specific pages.

Let’s look at a live example where we've embedded a smart form on the "Contact" page of a website. We're using a financial services firm as the example here but the approach is the same for different industries.

Now, the visitor has clicked through to this Contact page, so it's not unreasonable to ask them for some personal information right away. In other situations, you might want to ask some warm-up qualification questions first.

Today we're going to be Jane Smith. And our email is going to be

OK, now we have a qualification question: What's your annual income? You can configure these screening questions however you want and you can decide which responses count as "qualified" or not. In this example, we're going to go large and select an annual income of more than $200k.

Which brings us to a second qualification question: What's your net worth? Maybe this financial services firm wants to be sure that leads have a high net worth before talking to them about investments, for example. Again, we'll go large and select a net worth of more than $5m.

Great. Jane Smith has passed both qualification questions and now we're going to ask a routing question: Which of our offices is closest to you? Even if this is going to be a video meeting, we still want to assign the lead to their nearest office.

Now, if Jane hadn't passed the qualification questions, then we could have used conditional routing to show a completely different message, perhaps saying that someone would get back to her by email. But… we're a qualified lead here and so we're going to select Houston at the closest office.

Now, time for some lead engagement. How would you like to connect with our team? Join a live chat right now or Schedule a meeting for later. Live chat is coming soon to FormOnce… so we'll just go with "Schedule a meeting" for now. Jane can now choose a date and time that works for her schedule. And as FormOnce will only offer times when your team is available, there's never any risk of your team members getting double booked either. We'll pick our preferred time and click confirm… …and that's it! The meeting is confirmed and FormOnce will automatically send out a confirmation email and a calendar invitation with a secure video conferencing link.

So, let's just recap what we’ve been able to do… We captured the lead by asking for their contact name and email… but we could also have asked for more information if necessary. We also qualified the lead automatically by asking about their annual income and net worth… again, we could have asked more qualification questions if needed. And we confirmed an engagement with our qualified lead, by letting them schedule a meeting with us. We also used conditional routing to make sure the meeting is assigned to the right person, in the right office.

So, this is a very quick explainer for FormOnce… but there's so much more that it can do, we just can't fit it all into this video. But you can find more information, videos and templates on

Thank you for watching and we hope this was valuable. Have a great day!

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