Make the most of your workflows with Instapage’s online form generator for Wealth management associates
Craft and customize your landing pages and forms online with Instapage. Test various versions with our form builder for Wealth management associates right now!
Create forms with drag-and-drop interface
Easily create forms without design or coding skills. Simply drag different fields onto your canvas, arrange them the way you like, and customize them to collect the lead data you need.
Add customization and branding elements
Create a form that fits seamlessly into the design of your landing page. Add unique fields, colors, buttons, and layouts that captivate your audience and reflect your brand's identity.
Get your landing pages live faster
Access forms from a dedicated form library to launch your landing page faster. Skip the hassle of adding form embed codes or dealing with extra form building tools.
Maximize efficiency with reusable forms
Save time by cutting down on repetitive tasks. Create your forms once and reuse them multiple times, or start with ready-made form templates that you can customize to fit your needs.
Keep all your forms in one place
Keep all your forms organized in one online library on a single platform. Access your forms anytime and easily reuse them when needed.
Integrate with any app
Send leads over to your favorite email services, marketing automation tools, CRMs, and more to easily connect with them, nurture relationships, and guide them through the sales funnel faster.
Create forms with drag-and-drop interfaceAdd customization and branding elementsGet your landing pages live fasterMaximize efficiency with reusable formsKeep all your forms in one placeCreate forms with drag-and-drop interfaceGetting started with an online form generator for Wealth management associates
Instapage's Form Builder is an essential tool for Wealth Management Associates looking to streamline their data collection process. The easy-to-use online form generator allows you to create customized forms that enhance user engagement and conversion rates.
Steps to create your online form using Instapage's Form Builder
- Log in or create a free Instapage account, then choose a free 14-day trial.
- Add your company details, invite your teammates, and configure permissions.
- Go to your Dashboard and click Assets -> Forms -> Create Form.
- Create your form from scratch by renaming it and starting customization.
- Select the ADD FIELD menu from the left bar to drag and drop fields like single or multi-line text, email, dropdowns, radio buttons, etc.
- Customize your fields and configure your form using FORM Settings and FORM Style options on the right sidebar.
- Click Save and add your form to the landing page to streamline data collection.
By following these steps, you'll be well on your way to harnessing the power of Instapage's Form Builder. Start your free trial today and experience the benefits of a customized online form generator specifically designed for Wealth management associates.
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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