Form Builder
Creating a New Formโ
- Go to Forms in the sidebar.
- Click New Form.
- Complete the Basic Details section (see below).
- Add fields in the Form Fields section.
- Configure optional sections (Appearance, Pipeline Connection, Spam Protection).
- Click Save.
Basic Detailsโ
| Field | Description |
|---|---|
| Form Name | Internal name (used in the admin panel) |
| Slug | URL-friendly identifier โ auto-generated from name. Used in the public URL: /f/your-slug |
| Display Title | Title shown to visitors at the top of the form |
| Description | Optional subtitle/description shown on the form |
| Submit Button Label | Text on the submit button (default: "Submit") |
| Thank-You Message | Message shown after successful submission |
| Redirect URL | If set, redirects to this URL instead of showing the thank-you message |
| Multi-Step Form | Groups fields into numbered steps/pages |
| Active | Toggle to enable or disable the form |
Form Fieldsโ
Each form can have unlimited fields. A GDPR Consent checkbox is automatically added as the last field and cannot be removed.
Adding a Fieldโ
In the Form Fields section, click Add Field and configure:
| Field Setting | Description |
|---|---|
| Type | Input type (see below) |
| Label | Field label shown to the visitor |
| Placeholder / Helper | Hint text inside the input |
| Field Key | Maps this field to a lead property (e.g. email, first_name, phone) |
| Step # | For multi-step forms โ which step this field belongs to |
| Required | Whether the field must be filled to submit |
| Options | (Dropdown/checkbox/radio only) โ one option per line |
Field Typesโ
| Type | Description |
|---|---|
| text | Single-line text input |
| Email address input | |
| phone | Phone number input |
| textarea | Multi-line text |
| select | Dropdown list |
| multi_checkbox | Multiple checkboxes (multi-select) |
| radio | Radio buttons (single select) |
| date | Date picker |
| number | Numeric input |
| hidden | Hidden field (pre-fills from URL parameter) |
Reordering Fieldsโ
Drag fields up or down to reorder them on the form.
Appearance (Optional)โ
| Setting | Description |
|---|---|
| Background Color | Background color of the form container |
| Background Image URL | URL of a background image |
| Google Font Name | Font to use (e.g. "Inter", "Roboto") |
| Logo URL | Logo image shown at the top of the form |
Pipeline Connection (Optional)โ
Automatically place new leads from this form into a pipeline stage:
- Select a Pipeline.
- Select a Stage within that pipeline.
All leads from this form will start in that stage.
Spam Protectionโ
Enable reCAPTCHA v3 to protect against bot submissions:
- Toggle Enable reCAPTCHA v3.
- Enter your reCAPTCHA Site Key and Secret Key (from Google reCAPTCHA console).
You need a separate reCAPTCHA key pair per form (or use the same keys across all forms).
Getting the Embed Codeโ
After saving the form:
- Go to Forms list.
- Click the Embed button on the form row.
- Copy the HTML snippet and paste it into your webpage.
The standalone form URL is: https://yourdomain.com/f/your-slug
Multi-Step Formsโ
When Multi-Step Form is enabled:
- Assign each field a Step # (1, 2, 3...).
- Fields with Step 1 appear on the first page, Step 2 on the second page, etc.
- A Next / Back navigation appears between steps.
- The submit button only appears on the last step.
Viewing Form Analyticsโ
Go to Forms โ [your form] โ Analytics (or click the chart icon on the form row) to see:
- Total views
- Total submissions
- Conversion rate (submissions / views)
- Submission breakdown over time