From lead funnels to signup pages and calendar scheduling, the form builder in the CRM gives you a great deal of control. Create fully customised forms to reflect your brand's identity. Style them however you like using a wide range of features and options.

Start by going to the Form Builder section under the Sites tab, then click the Add Form button in the upper right-hand corner of the modal.

Your form will open in the Edit tab by default, where you can modify its elements.

Different Tabs

There are four tabs to navigate between when creating and editing forms:

Form Element: The Form Element feature lets you add and customise fields and components within each form. With the Custom Field option, you can tailor forms to your specific requirements, incorporating specialised fields. The Quick Add option makes it easy to include standard questions, speeding up the form creation process.
Styles: Under Styles, you can adjust the layout, colours, and fonts of your forms. This section lets you personalise the appearance of your forms to match your vision, ensuring they are visually distinct and aligned with your branding.
Themes: The Themes option offers preset designs that let you quickly apply a cohesive, visually appealing look to your forms. This helps you achieve a professional and consistent appearance across your forms with minimal effort.
Advanced: The Advanced tab helps you manage component details, including labels and borders, for each customised form.

Styling the Form

By clicking the icon in the top right corner, you can modify the look of your form further, starting with how fields are spread across the form.

Single Column

This gives you a vertically streamlined form; all fields will have a width of 100%.

Two Column

This breaks your fields into two columns, split 50/50 by default.

Single Line

This places as many fields as possible in a single horizontal line, giving you the most control over how many fields appear and how wide they are.

Field Width and Customisation

When using a multi-column option, you can control how much of the column any box takes by clicking on it and adjusting its Field Width.

You can personalise the form further by selecting a field, which opens its settings so you can change the field's label or placeholder, and mark it as required for obligatory information.

Integrate Form

To embed a form on your webpage, go to the Integrate tab. This section gives you the code and integration options needed to add the form to your site.

After clicking this option, a popup will appear with the Embed Layout Type. There are four design layout options to choose from:

A sticky sidebar appears on the side of the screen. You can choose for it to appear on either the right or left side. The sidebar can also be minimised; use the checkbox below the sticky sidebar option to set your preference. You can also give the sidebar a specific title to display when it is minimised.

Polite Slide-In

A polite slide-in appears at the bottom of the screen. You can select either the right or left side for the form to appear. Slide-in forms stay on screen for a limited time, then disappear to give visitors space to scroll through the page. As with the sticky sidebar, you can choose whether to allow the form to be minimised.

Pop-up

Pop-up forms are used to collect visitor information on the website. This type of form can be closed when it appears on screen, but it cannot be minimised.

Inline

In an inline form, all elements are inline and left-aligned, with labels alongside them. This type of form appears within the content of the page. Sticky sidebar and slide-in forms can be closed or minimised, but inline forms cannot.

Trigger Type

Trigger types let you control when and how the form is shown on an external page. There are three options:

Show on Scrolling: The form appears based on how far a visitor has scrolled down the page.
Show after _ seconds: The form appears after the visitor has spent a set amount of time on the page. Enter the number of seconds in the box.
Always show: The form appears as soon as the visitor lands on the page.

Activation Options

Here you can set how the form is activated.

Activate on _ visit: If you want the form to appear only after a visitor has come to your page a certain number of times, set the form to appear from the Xth visit onwards (depending on the number you set).
Always Activated: The form will stay active regardless of whether a visitor is coming to the page for the first time or is a repeat visitor.

Deactivation Options

Here you can set up deactivation for a form.

Deactivate after showing _ times: The form is disabled after it has been shown a set number of times. A cookie is used to track the form and visits (Dev to confirm).
Deactivate once lead is collected: The form is disabled after a lead has been captured.
Never deactivate: The form is never deactivated once it has been activated.

Copy Embed Code

To put your form on an external page, click the Copy embed code button to copy the embed code.

📌Note: Make sure to speak to your web developer if you are unsure how to install the code on an external page.

The share option lets you quickly send the form as a link to a customer or share it on social media.

You can also click the Open Form link button to open the form in a new browser window.

Email

To embed the form in your email marketing, select this option. You will be prompted to create or select an email template.

Forms let you collect information from your customers in an organic way, with integrated analytics and submission storage. We hope this article helps you get started.

How to Create a Simple Form

Different Tabs