Section 12 : Forms & Surveys

I.Creating custom forms

To create custom forms:

From the left sidebar, go to:
Sites > Forms > Builder (sometimes labeled as Form Builder).

Click on “+ Add Form”.
A blank form canvas will open with a drag-and-drop builder.


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.

Edit Form Settings

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)

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

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

III. Using form submissions for lead capture

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”).

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.



Trigger a Workflow When Form Is Submitted

To automatically act on form submissions:

Set up a workflow:

Go to Automation > Workflows.

Click + Create Workflow > Start from Scratch.


Add a Trigger:

Choose: Form Submitted

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

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.

Updated on: 19/05/2025