Forms Module

In this article:

Introduction – what forms are used for
Creating a form – builder and settings
Field types – available types of fields
Validation – required fields and formats
Embedding on the page – code to paste
Results and submissions – viewing and managing
CRM integration – automatic customer creation
Email notifications – confirmations and notifications
Advanced settings – dates, anonymity, styles

Introduction

The Forms module allows you to create various forms that enable the collection of important information. With the intuitive builder, you can design a form according to your needs and place it on your website. The results are presented in a clear table, making it easier to analyze data and make decisions.

Forms can collect contact information from potential customers, information about submissions, errors, or complaints. They can also serve as an internal tool within the company, for example, to gather information from employees.

Creating a form

To create a new form, go to Submissions → Forms and click the New form button.

When creating a form, you can set:

Name – internal name of the form (visible only in the panel)
Fields – add fields for users to fill out
Button text – e.g., "Submit", "Sign up", "Order"
Response after submission – message or redirect to another page

Field types

Available field types in the form:

Type	Description
Header	Section title of the form (not a fillable field)
Paragraph	Informational text, instructions for the user
Text field	Single-line field for short text (name, email, phone)
Multi-line field	Larger field for longer text (description, message)
Dropdown list	Select one option from a list
Radio buttons	Radio buttons – select one option
Checkboxes	Checkboxes – select multiple options
Attachment	File upload (documents, photos)

Field validation

For each field, you can set:

Required field – the user must fill it out
Email format – checks the validity of the email address
Numbers only – accepts only numbers (e.g., phone)
Alphanumeric characters – letters and numbers
Placeholder text – gray text visible before filling out

Embedding on the page

To place the form on your website:

Go to edit the form
Copy the general code – paste it once in the <body> section of the page
Copy the form code – paste it where the form should be displayed

The form will automatically adjust to the style of your site. You can also add your own CSS classes.

Results and submissions

After the user fills out the form, the result appears in the Submissions tab.

Submission statuses:

New – unread submissions (displayed in bold)
Open – read but not yet handled
Closed – archived, handled submissions

Operations on submissions:

Archive – mark as handled
Assign – to a person, team, or department
Export to Excel – download all results as an XLS file
Search – filter by form, date, content

CRM integration

Forms can automatically create or update customers in CRM. To configure this:

In the form settings, enable Mapping to CRM
Map form fields to customer fields (name, email, phone, company, etc.)
Choose whether to create a new customer or update an existing one

This way, every submission automatically goes to the customer database.

Email notifications

You can configure two types of notifications:

Team notification – email to a selected inbox when someone fills out the form
Confirmation for the customer – automatic response to the email address provided in the form

In the content of notifications, you can use variables (e.g., name, submission content) that will be automatically filled in.

Advanced settings

Time activation:

You can set start and end dates during which the form will be active. Useful for campaigns, contests, event registrations.

Anonymity:

Enabling this option means that the system does not save the IP address, browser, or referring page. Useful for anonymous surveys.

Custom CSS styles:

You can add your own CSS classes to the form and the submit button to match the appearance to your site.

Response after submission:

You can choose what happens after the form is submitted:

Display a thank you message
Redirect to another page (e.g., thank you, offer)