05. Loading Your Form Into Genie

1.) Open up your form from within your project in edit view that you created in the previous lesson. (If you are working with a Proposal or questionnaire, it should be inside of a project. If you are working with a lead capture form, you will open it directly from the templates page.)


2.) On your Genie Dashboard click the “Add a New Template” button.


3.) Click on whichever template you have purchased, or click on “Custom Template” to create a custom template with the plugins you have purchased.

4.) Click on “Copy Initial Script to Clipboard”

5.) Locate the “HTML Block” Element on your Dubsado form. Add this block to the very top of your form outside of any container elements and paste in the initial script you just copied. Press “Save” on your form.



6.) At the top URL bar, locate the unique string of numbers at the end of the URL. Copy this string of numbers.


7.) Paste the string of numbers into “Step 2” on the Genie, and click “Generate” to load your form into the Generator.


You are now ready to start customizing your form.

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