Skip to main content
Forms let you collect contact information, qualify leads, and capture data from website visitors, funnel pages, and embedded widgets. Every form submission creates or updates a contact record and can trigger automations.

​
Creating a form

1

Navigate to Sites > Forms

Click Sites in the left sidebar, then select Forms. Click + New Form.
2

Choose a form type

Select the form layout:
  • Inline form — embeds directly in a page
  • Popup form — appears as an overlay triggered by time, scroll, or exit intent
  • Chat form — presents questions one at a time in a conversational style
3

Add fields

Drag fields from the field library onto the form canvas. Available field types include:
  • Text (single line, multi-line)
  • Email, Phone, Date, Time
  • Dropdown, Checkbox, Radio buttons
  • File upload
  • Hidden fields (to pass UTM parameters or custom values)
  • Signature
4

Configure field settings

For each field you can set:
  • Label and placeholder text
  • Required vs optional
  • Validation rules (e.g. valid email format)
  • Conditional logic — show or hide a field based on a previous answer
5

Set the form action

Choose what happens after submission:
  • Redirect to URL — send the submitter to a thank-you page or external URL
  • Show message — display an inline confirmation message
  • Stay on page — keep the visitor on the same page (useful for popups)
6

Connect notifications

Configure email notifications to alert your team when a form is submitted. You can also set up auto-reply emails to the submitter.
7

Embed or use in builder

  • Copy the embed code to paste into an external website
  • Use the Form element in the page builder to embed the form directly on a funnel or website page

​
Conditional logic

Conditional logic lets you show or hide fields based on a visitor’s previous answer. Example: if the visitor selects “Yes” to “Are you a business owner?”, reveal additional fields asking for business size and industry.
1

Select a field

Click the field you want to conditionally show or hide.
2

Open conditional logic settings

Click Conditional Logic in the field settings panel.
3

Set the rule

Choose the trigger field, the condition (equals, contains, is not), and the value. Then choose whether to show or hide the current field.

​
Multi-step forms

Break long forms into multiple steps to improve completion rates:
  1. In the form builder, click + Add Step to create a new page.
  2. Add different fields to each step.
  3. The form shows a progress indicator so the submitter knows how many steps remain.

​
Form submissions

All submissions are stored in the form’s Submissions tab. From there you can:
  • View individual submission data
  • Export submissions as CSV
  • Filter by date range or custom field values
  • Re-trigger automations for specific submissions

​
Automations triggered by forms

Use the Form Submitted trigger in Automations to:
  • Send a confirmation or welcome email
  • Add the contact to a pipeline or list
  • Assign a tag
  • Notify a team member
  • Start a nurture sequence
Forms created in Sites > Forms are the same forms available as a Form element in the page builder. There is no need to recreate the same form twice.
Use hidden fields to pass UTM parameters (utm_source, utm_campaign, etc.) from the page URL into the form submission. This helps attribute leads to specific campaigns.
Last modified on March 4, 2026