Create your first web form and define its fields

How do I create a form?

• Go to Management > Web Forms.
• Click Create form.
• In Identity, give it a name to recognize it (the visitor doesn't see it; it's your internal reference).

Creating and configuring a form has no cost: you can leave it ready today and install it whenever you want.

How do I choose what data to ask for?

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In Form fields you define exactly the information you ask for. You control everything, without depending on anyone:

• Use Add field for each piece of data you want to capture (name, email, phone, message, country…).
• Choose the type of each field: Text, Email, Phone, Text area or Number. The type defines the validation (an Email field requires a valid email).
• Write the Label the visitor will see: it's 100% customizable.
• Mark as Required the fields without which you don't want to receive the inquiry.

You can add, remove, and reorder fields whenever you want. If you already have a list of fields or an old form, Import several creates them all at once.

Can I test it before publishing it?

Yes, and it's worth it. Save the form and use Test form: you fill in the fields as a visitor and the full circuit fires —it validates, saves the response, sends the email and, if it's linked to the CRM, creates the lead—. That way you confirm everything works before putting it on your site.

Next step: Install the form on your site with the snippet.