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Forms and pop-up overlays are one of the fastest ways to start generating leads from your website traffic. By embedding a form on your site — or triggering a pop-up with a compelling offer — you capture contact information that flows automatically into your HoopAI Platform account and can instantly trigger a follow-up workflow.
Forms and pop-ups article

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Why this matters

Every visitor who leaves your website without giving you their contact information is a missed opportunity. A well-placed form or exit-intent pop-up captures those contacts and starts the follow-up process automatically — no manual effort required. The difference between a 1% and a 5% conversion rate on your website traffic compounds into hundreds of additional leads per month.

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How to create and embed a form or pop-up

1

Navigate to Forms

Go to Sites > Forms in the left sidebar. You will see your library of existing forms and surveys. Click New Form to create a new one.
Forms library navigation
2

Choose form type

Select between two form types:
  • Form: Captures information on a single page — best for lead capture, contact forms, and opt-ins
  • Survey: Multi-step format using slides with logic branching — best for detailed intake forms or lead qualification
For most lead generation use cases, start with a simple form. Ask only for name, email, and phone. Each additional field you add reduces your completion rate.
3

Add fields to your form

Use the drag-and-drop builder to add the fields you need:
  • Standard fields: First name, last name, email, phone number, address
  • Custom fields: Any custom field you have created in your account
Form builder drag-and-drop interface
4

Configure on-submit behavior

Choose what happens when someone submits the form:
  • Show a success message: Display a thank-you message on the same page
  • Redirect to a URL: Send the contact to a booking page or thank-you page
  • Trigger a workflow: Automatically enroll the contact in a follow-up sequence
You can also enable the Sticky Contact feature, which auto-fills form fields for returning visitors based on their previous submissions.
5

Configure pop-up trigger (optional)

If you want the form to appear as a pop-up overlay, configure the display trigger:
  • On page load — immediate or with a time delay
  • On scroll — after the visitor scrolls a percentage of the page
  • On exit intent — when the visitor moves their cursor toward the browser close button
Pop-up trigger settings
6

Get the embed code

Click Integrate or Embed to retrieve your embed code. Two options:
  • Inline embed: Embed the form directly inside your page content
  • Pop-up embed: Add a script that triggers the form as a pop-up overlay
Copy the code and paste it into the <body> section of your website’s HTML. For pages built inside the HoopAI Platform, embed forms directly through the page builder without any code.

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Key points

Use forms for straightforward lead capture — name, email, phone. Use surveys for multi-step qualification — for example, asking what services a prospect wants before routing them to the right team member or workflow.
The embed code works on any website regardless of whether it was built inside the HoopAI Platform. You can add it to WordPress, Squarespace, Wix, Webflow, or any other website builder.
Sticky Contact remembers returning visitors and pre-fills form fields with data from their previous submissions. This reduces friction and increases completion rates for repeat visitors.
Every form submission can trigger a workflow automatically. Use this to immediately send a confirmation email or SMS, add the contact to a pipeline, assign a tag, or enroll them in a nurture sequence — all with zero manual effort.

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Key benefits

Capture contact information from website visitors 24/7 without manual effort.
Works on any website inside or outside the HoopAI Platform.
Choose between simple forms and multi-step surveys based on your needs.
Trigger workflows the moment a form is submitted for immediate follow-up.
Start collecting contacts and building your list from the first day your form is live.
Last modified on March 8, 2026