Create a form

Build a form, choose where each answer is saved on the lead, and preview it.

Each form submission creates a lead, with its source and campaign attribution.

Build the form

1. Open Forms and select New form.
2. Under Fields, select Add field for each question.
3. For each field, set the Label, the Type and where it is Saved on the Lead as. Mark it Required if you need it.
4. Use the arrows to change the order.
5. Under Form settings, set the Form name, Button text and Thank-you message.
6. Select Create form.

Field types are Short text, Long text, Email, Phone, Website and Dropdown. A field can also be Hidden: collected but not shown, which is useful for campaign details.

Preview

The preview shows exactly what a visitor sees, with your branding, on Desktop and Mobile, and After submit. Submitting is disabled in the preview.

In Form settings you can also send visitors to a page of your own after they submit, add consent text that visitors must agree to, and switch Accepting submissions off.