xo, Cait

Dubsado Hack: Embed social profiles on forms

February 6, 2020

For those who don’t know what Dubsado is, it’s an AWESOME CRM for creative professionals (actually, for ALL professionals). I’ve been able to figure out how to do virtually every single thing I would want to do with the system in some form or fashion. One of the biggest reasons why is the CODE BLOCK function in forms. Alongside custom mapped fields- this makes your forms unendingly customizable.

Recently I’ve been asking for facebook reviews and likes and I just haven’t been getting many. I used to find most of my business through facebook, which I think contributed to a relatively high rate of receiving feedback. That’s not the case so much now, but I still want to drive up my social traffic.

SO I had this CRAZY idea to embed a facebook like button RIGHT INTO MY DUBSADO FORMS. I know very little about codes, so this was an intimidating thought and I didn’t even really know how to phrase what I wanted. After I posted in the Dubasdo group and did some more research, I FIGURED IT OUT. I embedded not only a facebook like button, but also an instagram post (which includes a link to follow me), and a pinterest follow button as well! The best part? I’M GOING TO TELL YOU HOW TO DO THIS RIGHT NOW!

TO EMBED A FACEBOOK LIKE BUTTON

  1. Add your Dubsado code block where you want it 
  2. Visit this website 
  3. Fill out the information for your page, pick which size you want (I think I used the large), make any other changes you want 
  4. Click “Get code” 
  5. At the top of the box that pops up, hit the “iFrame” tab 
  6. Copy the code and paste it into your Dubsado code block! 
  7. Style as you wish! I added a photo above mine so that it would more closely mirror the instagram box. 

TO EMBED AN INSTAGRAM POST

  1. Add your Dubsado code block where you want it 
  2. Head over to the instagram post you want to showcase (on your COMPUTER)
  3. Click the three dots in the bottom right corner 
  4. Select “Embed” 
  5. Copy the code and paste it into your Dubsado code block! 

*Note: When my form is in “edit” mode, it does NOT show the photo, but it works from the client-view. I’m not sure why, but I’m happy with it as long as it works for the client. 

TO EMBED A PINTERST POST

  1. Add your Dubsado code block where you want it 
  2. Head over to this site 
  3. Select what exactly you want to embed. I embedded both a follow button and a pin. 
  4. Enter the URL you want to embed. 
  5. Copy the text in the first Pinterest box and paste into your Dubsado code box 
  6. Copy the text in the second Pinterest box and paste right after the code from the first box (in the same Dubsado code box) 
  7. Do this again in a different Dubsado code box for any of the other Pinterest elements you choose to embed 
  8. Style as you wish! If you choose to just embed the follow button and NOT a pin, then add another photo to make the option stand out!

A NOTE ABOUT PREVIEWING

In order to compare my editor view to the client view, I had two Dubsado windows open. One of them had my form open in editor view. When I was ready to test it, I would simply click “Save” at the top of the page (note: not “Save and close”, just “Save). On my other window, I had a test job open. I would add the form to the job, click “view”, copy the link, and open it in an INCOGNITO WINDOW! Since my browser knew I was logged in to all my social profiles, the form did not display correctly until I opened it in an incognito window. 

That’s it! It takes a little bit of time to toggle back and forth between the two windows, but it was WELL worth it! Go forth and get follows!

OVERWHELMED? I CAN HELP.

Although Dubsado is an absolutely amazing tool, it does take quite a bit of time to set up. Personally, I literally CAN’T get enough of form design, process mapping, and finding creative workarounds to fix a business’s pain points (if you don’t know me in person, you may think I’m joking, but I assure you, this ACTUALLY gets me giddy). That’s why I offer full Dubsado Set-Ups! Head back to the home page to check ’em out!

USE CODE DUBSBABE TO GET 20% OFF YOUR FIRST MONTH OR YEAR SUBSCRIPTION!

PSSSSSSSSSSSSSSSTTTTT…. DEFINITELY GO WITH THE ANNUAL SUBSCRIPTION! IT’S A WAY BETTER DEAL!

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