Forms

Forms are used to collect data and contact information from funnel users. A created form is connected to the Lead form module/step in the workspace in the step settings panel on the right.

Learn more about the Lead form module and its settings here.

How to Open Form Settings

You can find form settings in the left menu of the settings window.

Settings ➔ Forms

Read here for instructions on how to open the settings window.

Form List

By default, the funnel settings include a 'Main Form'. It can be edited but not deleted. It automatically connects to the Lead form module/step when added to the workspace. To connect a different form, create one and replace the main form in the step settings.

Learn more about the Lead form module and its settings here.

You can create multiple forms if needed. Each form has a name visible only to you, so you can identify the origin of the data. All added forms appear in this list. Data collected from all forms is saved in the CRM.

Creating a New Form

You can create a form by clicking the 'Add' button on the form list page. Multiple forms can be created if needed.

Configuring a Form

After clicking 'Add', a form settings window opens.

1. Go Back

The button allows you to return to the form list. If changes were made, the system will prompt you to save or discard them.

2. Form Name

Each form has a name visible only to you, helping you identify the data source. This field is required; the form cannot be saved without a name.

3. Name Field

The Name field is enabled and marked as required by default. You can disable it by toggling the switch to the right. Remove the required status by clicking the star next to the field. The field name can also be changed.

4. Phone Field

The Phone field is enabled and marked as required by default. You can disable it by toggling the switch. Remove the required status by clicking the star next to the field. The field name can also be changed.

5. Email Field

The Email field is disabled by default. You can enable it by toggling the switch. Set it as required by clicking the star next to the field. The field name can also be changed.

6. Custom Field

The Custom field is disabled by default. You can enable it by toggling the switch. Set it as required by clicking the star next to the field.

This field allows you to collect any useful information. Rename it to make it clear to funnel users what data you are requesting. Examples: Company Name, City of Residence, Mother's Name, or Pet's Name.

7. Consent to Data Processing

Add a checkbox and consent text for users to agree to data collection.

8. Add Privacy Policy

Add a link to the privacy policy, available when it is set up in the Privacy Policy and Cookies section.

Saving the Form

Editing a Form

Edit a form by clicking the pencil icon in the form list. The settings are the same as when creating a new form.

Deleting a Form

Newly created forms can be edited or deleted. All data collected from deleted forms is saved in the CRM, but new data will not be collected since the form is deleted.

You can also disconnect the form from the Lead form module/step instead of deleting it, allowing you to reconnect it later. Learn more about the Lead form module and its settings here.

Example Form

Our example form is named 'Consultation' and is used to collect contact information for booking consultations.

It includes one required field for the phone number, with optional fields for name, email, and a custom field to gather information about users' city of residence.

Data processing consent is enabled with a consent message, and a privacy policy link is included as configured in the privacy policy settings.