How To Build, Edit, And Utilize Forms

Using forms can be a great way to capture information for new leads and many other aspects of your business. Understanding how to use the form builder is critical to best using the system and customizing it for your business needs. You can add elements to capture the information you need from your leads. All style, design, and option tools are conveniently located on the right. Tailor your forms precisely, customizing layouts, colors, and other stylistic elements. 

Overview of the Forms Feature


  • Navigate to Forms. You’ll see 3 tabs: Builder, Analyze, and Submissions

  • “Builder” features a list of all your existing forms. You can also create a new form from this page.
  • “Analyze” gives you an overview of the number of submissions, as well as a graph. You can sort by form, choose a specific period, and more.
  • “Submissions” allows you to sort through the submissions for all forms or select a specific form. You can also search for a specific submission by name, email, phone number, or contact ID.

Step 1: Creating a Form

  • Navigate to Sites> Forms, click on Builder, then + Add Form, and then Start from Scratch or choose a template.

Note: You can also click on edit on an already existing form to edit more.

Step 2: Edit your Form by Adding Elements

  • You can edit the name of the form by clicking on the pencil to edit

  • Click the + sign on the left to see all the available elements. 


  • Once you see the one you need, click on it, drag it, and drop it into the position where you want it to be.


Note: You can also add a short label to each element you add. This allows you to assign a brief and focused title or heading to each element in your form. It serves as a quick overview of the content or input expected from respondents.


  • If you don’t need this element anymore, click on the element, and on the X to delete it. 

  • You also have the option to add your custom fields. Next to the Elements (Quick Add tab), you will see the Custom Fields. 

  • This is the list of elements you can add from the Quick Add section:
    • Full Name
    • First Name
    • Last Name
    • Date of Birth
    • Phone
    • Email
    • Button
    • Address
    • City
    • State
    • Country
    • Postal Code
    • Website
    • Organization
    • Text
    • HTML
    • Image

Note: The Image element can resize the image in the builder itself. You can also align the image, and add text to images for SEO purposes. 

  • Captcha
  • Source
  • Terms & Conditions

Step 3: Add Conditional Logic (Optional)

  • On the left side, you will see the logic icon, next to the “+” to add elements
  • Click on it to start the conditional logic

  • Redirect to URL:

Users are redirected to a designated URL if a specific input is entered into a field or a particular option is selected.

  • Display Custom Message:

Conditional messages are displayed based on user input or selected options. This feature allows tailored communication with users based on their actions within the form.

  • Disqualify Lead:

Leads can be disqualified if certain conditions are met, such as entering specific information. After disqualification, users can be presented with a custom message or redirected to a specified URL.

Note: Disqualified leads are not counted as submissions.

  • Show/Hide Fields:

Fields can be dynamically shown or hidden based on user input or selected options. This feature enables a more streamlined and personalized form experience for users.

Step 4: Edit your Form by Styling it

  • Go to the right side and click on ‘Styles & Options.’ 


  • Under styles, you can edit:
    • The layout 
    • The form style (background, padding, borders, shadow, etc)
    • The custom field style
    • The label
    • Placeholder
    • Add Custom CSS
    • The background image, intended to cover the entire page, provides a visually appealing backdrop for the form. 
    • The header image, is designed to cover the entire width of the form and remains positioned at the top of the form. This allows you to display captivating images at the top of the form, creating an impactful and visually engaging experience.
    • Toggle the agency branding

  • Under “Themes” you will be able to choose from a wide array of professionally crafted themes that suit various styles and purposes.

Note: All the themes come already with a background, field style, font, size, button design, etc. Below is an example of what the Casual theme looks like. 


  • Under “Options” you can choose the form name, determine what happens upon submission (redirect to specific URL, show a thank you message or show an order confirmation if a product was sold via this form), add a Facebook Pixel ID, and enable timezone. You can also toggle on or off the Sticky Contact feature. For more information on selling products via forms, please refer to our Adding and Using Products in Forms article.

Note: Activating the timezone option will capture the time zone information of the individual submitting the form

Step 5: Version History

In the version history, you can access previous versions of a form. For instance, if you've made changes and saved them, but now want to retrieve an earlier version, you can do so from the version history. This feature displays the date and time of each iteration, allowing you to track and restore earlier versions as needed.

Step 6: Integrate the Form

Generate links and embed codes. Connect forms to calendars and integrate them into your funnels and websites. Leads and contacts can fill out forms with ease, while you manage submissions in the system.


  • Once you create a form and save any changes, you can click “Integrate Form” to access a link or embed code. 
  • We have multiple options for integration.

  • Forms can also be connected to a calendar (check out Calendar Settings to learn more about this.)
  • Forms can also be used in Funnels or Websites using the Form Element
  • Once a form is integrated into the system in one of these ways, leads/contacts will be able to fill it out accordingly, and you can view the submissions in your system.

Step 7: Save your Form

Although we recommend that you save your form from time to time while you are editing, don’t forget to save it one last time when all the edits are done. 

Noteworthy Features

  • The Inline Editing feature allows users to edit text elements directly within the builder preview. You can click, type, and instantly update text elements like labels, placeholders, options, and buttons. Click on any text element in the builder, edit it directly, and see your changes reflected instantly.

  • The "Other" option in forms allows respondents to provide custom answers when standard choices don't apply. You can add the "Other" option to your multiple-choice fields in the form builder. This feature supports both checkboxes and radio buttons, with custom responses displayed seamlessly alongside standard answers in reports.

Payments Element and Order Confirmation

1. Add the Payments Element: Drag the Payments element into your form.

2. Configure Payment Settings: Click on the Payments element to set up product options, prices, and payment details.

3. Set Up Order Confirmation: In the form settings, enable "Show Order Confirmation" under submission actions to display an automatic confirmation page after payment.

4. Customize Confirmation Page: The confirmation page will match your form’s theme for a consistent user experience. Currently, customization options for the order confirmation page are limited.

FAQs

  1. How do I add a Payments element to my form?
    • To add a Payments element to your form, navigate to the form builder, click on the “+” sign to see all available elements, and locate the Payments element. Click on it, drag it, and drop it into the desired position on your form. This allows you to set up payments directly through the form.
  2. What happens when a payment is made through the form?
    • When a payment is made through the form using the Payments element, an order confirmation page will automatically appear upon successful submission. This page provides a clear and concise confirmation message to the user, matching the theme of the form for a seamless experience.
  3. Can I customize the order confirmation page after a payment?
    • Currently, the customization options for the order confirmation page are limited. The page will automatically match the form's theme, but more customization options, such as layout and content adjustments, are planned for future updates.
  4. What actions can I set for form submission besides order confirmation?
    • In the form settings under “Options,” you can choose what happens after a form is submitted. Options include redirecting to a specific URL, displaying a custom thank you message or showing an order confirmation if a product was sold via the form. You can also add a Facebook Pixel ID and enable timezone tracking.
  5. How can I use conditional logic in my forms?
    • To use conditional logic, click on the logic icon located next to the “+” sign in the form builder. You can set up actions such as redirecting users to a specific URL, displaying custom messages based on user input, disqualifying leads based on certain criteria, or dynamically showing and hiding fields to create a more personalized form experience.

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