How can I embed a video into a custom form?
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Monday, October 19, 2015
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If you wish to provide a video for your clients in your custom form, you can achieve this when creating a form in your Client Relationship Builder. The video must first be uploaded to Youtube or Vimeo. Once uploaded, you can use the embed code to add to your custom form.

To begin, click on the form icon at the top of your control panel and choose the option for form editor.

Next, click on the name of the form in which you'd like to embed your video.

Under the section for add other fields, choose the option for embed. You can drag this field above to your desired location with in the form.

You can click on the word "Video" to edit the title. To add the embed code for your video, click on the text "Click To Embed Video" or click the pencil icon to the top right of the embed box and click on advanced.

You can add your code into the embed code box.

After your embed code has been added, click save changes to make sure your video is applied to the form.

Tags: Forms
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