> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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**).
    ![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-4412_yamd5p.png)
2. Click on **“+ Add Form”**.
A blank form canvas will open with a drag-and-drop builder.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-13-at-7273_1s3ryyr.png)
    
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
****
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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-4443_7lgczt.png)

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**.
    
![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/4/f/f24f524e0b327000/screen-shot-2025-05-19-at-4470_1h191ew.png)
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.

**