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How to Assign Forms and Simple Panels to Every Page of Your Website

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.

Location Forms Panels Navigation

  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).

Location Forms

  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.

Location Forms

  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.

Location Panels

  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).

Location Form

  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).

Custom Panels and Forms

  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.

Location Form

  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".

Elementor Location Form Escalation

  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.

■ ■ ■

  Related Form FAQs

Your website includes the most comprehensive form system in the industry. Some of the form features are listed below.

In an FAQ titled "How to Create and Manage Website Simple Panels in Yabber" we looked at how to create Simple Panels, with the panel providing the side-by-side form and lead magnet (image or video). This FAQ will look at the various options to place the Simple Panels on your website.

Note

A simple panel is simply a two-column form. On the left side we have a form, and on the right side we have an image or video. As you're aware, we espouse the every-page conversion methodology, and this requires a high-value and relevant lead magnet (or 'offer') on every single page of your website. Every… [ Learn More ]

Forma And Panel escalation is a component of the large Conditional Content framework that underpins your mortgage broker website and finance funnels. Basic conditional content features are introduced in an FAQ titled The Basics of Conditional Content and Interest Types, while advanced methods are addressed individually. One of the simplest conditional options to employ… [ Learn More ]

Your website forms made available in Yabber and on your website are one of the most important marketing assets in your toolkit. They're the conduit that connects your website to Yabber and triggers the applicable automation schedules, logs the lead or prospect, and provides you with relevant notifications. Integration is made with various CRM systems,… [ Learn More ]

Your website's Referral Form is a dedicated resource with its own features and automation schedule. Managed via Yabber and an Elementor block or shortcode, it may be applied anywhere on your website. It is expected that the form will be integral to your formalised referral, partner, and EDGE post-settlement/repricing programs. You will find the 'Referral… [ Learn More ]

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… [ Learn More ]

A Simple Panel is a form and 'something' alongside it, such as an image or video. In this FAQ we will look at how to change the Simple Panel as shown on the front page of your website.

Front Page Simple Panel
Navigate your way to Yabber's 'Front Page' module… [ Learn More ]

  Related FAQs

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