Fields, layout, and the snippet that puts it on your page
The making of it. Which fields to include, how the form is laid out, and the piece of code that drops it onto a page you did not build here.
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What it does
What is on the screen
Fields are dragged in
Name, number, email, a dropdown, a free-text box. You add what you need and drag them into the order you want them answered.
It maps to contact fields
A field on the form corresponds to a field on the contact record, so answers land somewhere you can filter on later.
The embed is one snippet
You copy a short piece of code into your existing page. The form stays edited here and updates wherever it is embedded.
How it works
Building one
- Add the fields, fewest first. Every extra one costs submissions.
- Check what each field maps to on the contact record.
- Copy the embed snippet into your website, or use the standalone link.
- Submit it yourself and confirm the contact appears with the right answers.
Worth knowing
Worth knowing
- Embedding needs access to edit your site. If somebody else built it, you need ten minutes of their time.
- A field that maps nowhere is a field you cannot search on later. Check the mapping before you launch it.
- Forms attract spam. Expect some, and decide what you want done with it before it arrives.
Related
Related
Forms and surveys
What happens after submit, which is the half that matters.
Asking customers directly
Using one to answer a question you are guessing at.
Workflow automation
The follow-up that fires when somebody submits.
Build it and submit it
Log in, build a two-field form, embed it, and submit it yourself to check where the answers land.