> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Forms overview
> Building forms, form fields, settings, submission actions, notifications, styling, conditional logic, multi-step forms, embedding, analytics, file uploads, e-signatures, spam protection, and importing submissions.
Forms in HoopAI let you collect information from contacts and leads through a shared drag-and-drop builder that integrates directly with your CRM. Every submission creates or updates a contact record and can trigger automations, notifications, and workflow sequences without any external integration.
Create a form from scratch or a template using the drag-and-drop builder.
Add text, dropdown, checkbox, date, phone, file, and other field types.
Configure the form name, CRM field mapping, and general behavior options.
Set what happens after a submission — redirect, show a message, or trigger a workflow.
Send email or SMS alerts to your team or the submitter when a form is completed.
Customize fonts, colors, button styles, and layout to match your brand.
Show or hide fields dynamically based on what a visitor enters.
Break a long form into multiple pages to reduce abandonment.
Embed a form on any website, funnel page, or landing page using an iframe or script.
Track views, submissions, and conversion rates for each form.
Allow contacts to attach documents, images, or other files when submitting a form.
Collect legally binding electronic signatures directly within a form.
Enable CAPTCHA and other filters to block bot submissions.
Bulk-import existing form submission data from a CSV file.
## Getting started
Navigate to **Sites > Forms** and click **+ Add Form**. Choose to start from a blank form or select a template. Give the form a name that identifies its purpose.
Drag fields from the left panel onto the form canvas. Configure each field's label, placeholder text, required status, and CRM field mapping so submissions populate the right contact data.
In the form settings, choose what happens after a visitor submits: redirect to a thank-you page, display an inline confirmation message, or both. Connect a workflow to trigger automated follow-ups.
Copy the embed code or the direct form URL. Paste the embed code into your website, funnel page, or landing page. Share the direct URL in emails, SMS, or social media.
Review incoming submissions in the form's submissions list. Check the analytics view to track conversion rates and identify drop-off if you are using a multi-step form.
## Frequently asked questions
A form presents all fields at once (or across pages for multi-step) and is best for lead capture, intake, and file collection. A survey is a multi-slide experience suited to feedback and branching questionnaires. A quiz is a scored assessment that places respondents in result tiers. Forms are the fastest to build and handle the majority of lead-capture use cases. Surveys and quizzes have their own sections in the documentation.
Yes. The conditional logic feature lets you define rules that show or hide fields based on the value entered in another field. This keeps forms short for visitors who don't need to see every field.
When a form is submitted, the platform checks whether a contact with the same email address or phone number already exists. If a match is found, the existing record is updated. If no match is found, a new contact is created. CRM field mapping in the form settings controls which contact fields are populated.
Yes. Add a file upload field to your form to let submitters attach documents, images, or other files. Uploaded files are stored in your account and linked to the contact record created by the submission.
Enable CAPTCHA in the form's spam protection settings. This adds a verification step that blocks most automated bot submissions while remaining transparent to real visitors.
Yes. Add the e-signature field to a form to let contacts draw or type their signature. The signature is captured and stored with the submission, making it suitable for agreements, consent forms, and intake documents.