The Forms tool lets you create and manage custom forms for your business. This guide will walk you through creating a new form, editing an existing one, and setting it up to connect with your CRM.

To access your forms, click the Global App Bar in the top-left corner of your dashboard and select Forms.

Creating a New Form

You have two options to create a new form: build one from scratch or duplicate an existing one.

• Start a new form: Click the Create Form button at the top of the page. Give your form a name. This name is for your internal use only and will automatically create a new contact source in your CRM.

• Duplicate an existing form: Click the overflow menu next to a form and select Duplicate. This copies over the form's fields, field settings, reCAPTCHA settings, thank you message, and button text.

Note: Duplicating a form does not copy over your form field mappings, submission rules, or notifications. You will need to set these up in the Leads Inbox.

Add and Customize Form Fields

After you create a form, you'll be taken to the Edit Form page. You'll see that Name, Email, and Phone Number fields are added automatically as primary fields.

To add new fields, click + Add Field. It's a good practice to use the same field type on your form as the CRM field you plan to sync it to.

You can also add headings, subheadings, and paragraphs to your form to provide additional instructions or structure.

• Header: A large headline to separate sections.

• Subheader: A smaller headline for additional structure.

• Paragraph: Basic text for instructions or extra information.

To edit an existing field, click the overflow menu on the right and select Edit.

Form Settings

Click the Form Settings tab at the top of the page to configure additional options.

• reCAPTCHA: Turn on the Enable reCAPTCHA switch to prevent spam. This automatically turns on for forms with a credit card field.

• "Thank You" Message: You can redirect users to a URL or display a simple message with a title and description.

• Notifications: Add names and email addresses to send notification emails when someone submits a form.

• Form Button: Change the text on your form's submit button.

• Advanced Styling: Add custom CSS classes to change the appearance of your form.

Submission Rules

Submission rules determine how a new lead or contact is added to your CRM. You manage these rules from the Leads Inbox.

1. Navigate to the Leads Inbox from your dashboard.

2. Click the overflow menu next to the form you want to edit and select Submission Rules.

3. Choose the Contact Type, Status, and Tags you want to assign to new contacts.

4. Select who the contact will be Assigned to. If you choose Round robin, contacts will be assigned to selected users one at a time.

Duplicate Submission Rules

These optional settings determine what happens if a user submits a form more than once.

• Enable this option to update an existing contact instead of creating a new one.

• You can set a new Contact Type, Status, and Tag for the resubmitted information. You can choose whether to add to or replace the existing information.

• Select whether you want to overwrite mapped fields with values from duplicate submissions.

Syncing a Form Field to Your CRM

You can set up Field Mapping from the Leads Inbox to sync form responses with your CRM fields.

1. Go to the Leads Inbox and select Marketing 360 Forms.

2. Click the overflow menu next to the form and choose Field Mapping.
   

3. Select whether you want submissions to go to your CRM Contacts Table or your Leads Inbox.

4. Choose the CRM field you want to sync with each form field.

5. Check the box to prevent duplicates. The system will use a unique value (like an email address) to find an existing contact and update their information instead of creating a new one.
   

Design and Embed

After you create and configure your form, you can design its appearance and add it to your website.

• Design: Use the Design tab to customize your form's fonts, colors, and button style.
  

• Embed: To add the form to your website, you'll need its embed code. Check out this support guide to how to find your form's embed code and add it to your website.