Creating & Embedding Forms

1. Creating a New Form

1. Navigate to Forms in the sidebar
2. Click Create New Form
3. Choose a template or start from scratch
4. Enter a name for your form

2. Adding Form Fields

Drag and drop fields from the left panel onto your form:

• Text - Single line text input
• Email - Email with validation
• Phone - Phone number field
• Dropdown - Select from options
• Checkbox - Yes/no selection
• Textarea - Multi-line text

3. Customizing Your Form

Click the Style tab to customize:

• Primary color for buttons and accents
• Submit button text
• Thank you message after submission

4. Embedding on Your Website

After saving your form, click Get Embed Code:

5. Form Submissions

When visitors submit your form:

• A new contact is automatically created
• Contact is tagged with the form source
• You can view submissions in the Contacts section