Section 12 : Forms & Surveys

I.Creating custom forms

To create custom forms:

1. From the left sidebar, go to:

Sites > Forms > Builder (sometimes labeled as Form Builder).

2. Click on “+ Add Form”.

A blank form canvas will open with a drag-and-drop builder.

3. Drag and drop fields from the left panel into your form.

Common fields include:

• Full Name
• Email
• Phone
• Custom fields (if you've created any)
• Radio buttons, checkboxes, drop downs, etc.

4. Edit Form Settings

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Click on the “Options” tab at the top to configure:

• Form Name

• Redirect on Submit (e.g., a thank-you page)

• Message on Submit

• Sticky Contact (auto-fill for returning users)

• Style settings (optional)

5. Save Your Form

• Click “Save” at the top-right.

• Your form is now ready to be embedded or used in workflows, funnels, or websites.

II. Embedding forms into your website or funnels

Embed on a website or external page

1. Go to Form Builder > Integrate, then copy the embed code.
2. Paste the code into your website or funnel page.

III. Using form submissions for lead capture

1. Create a Lead Capture Form

• Go to Sites > Forms > Builder.

• Add fields like:
• • Full Name
  • Email
  • Phone
  • Any custom questions (budget, service interest, etc.)

• Save and name the form clearly (e.g., “Lead Capture – Real Estate”).

2. Add the Form to a Funnel, Website, or Landing Page

• Go to Sites > Funnels or Websites.

• Choose a step and drag in the Form element.

• Select your lead capture form.

• Publish the funnel/page.

3. Trigger a Workflow When Form Is Submitted

To automatically act on form submissions:

Set up a workflow:

1. Go to Automation > Workflows.

2. Click + Create Workflow > Start from Scratch.

3. Add a Trigger:

• Choose: Form Submitted

• Select the correct form (e.g., “Lead Capture – Real Estate”)

4. Track and Manage Leads

• Go to Contacts to see leads with form data.

• Use filters or tags to segment.

• Leads are also visible in Opportunities if added to a pipeline.

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Updated on: 19/05/2025