Creating Pre-Approved Forms

1. Within a Marketing Hub, click +New and select Form from the drop-down to open the New Pre-Approved Form editor. 

2. Follow the same steps as in Creating a New Custom Form to create and customize your Pre-Approved Form.

3. When finished, select either Save As Draft to keep it in an draft/unpublished state, or Submit for Approval to publish your content.

• If your Marketing HQ is connected to a compliance queue, the content will be submitted for approval.
• If your Marketing HQ is not connected to a compliance queue, it will be automatically published.

4. After being published, the form can now be added to advisor websites with access to the Marketing Hub. users may add the form to their website using the Forms widget.

• See: Adding a Pre-Approved Form for reference.