Add a form to a website you built

A form on a Web Design site is connected to your workspace from the start. Submissions are stored with the site and can become contacts automatically. The form builder uses no AI credits.

Steps

1. 1

   Open the page

   On: Workbench

   Open the site in the workbench and open the page that should have the form, usually Contact.

   You should see: The page is in the preview.

2. 2

   Open the form builder

   On: Workbench

   Press Form in the bar above the preview. On a narrow screen it is the wand icon.

   You should see: A window titled "Build a form", with the settings on one side and a Live preview on the other.

3. 3

   Set the basics

   On: Workbench

   Under Form basics type the Form name (inbox label): one lowercase word such as contact, which labels the submissions later. Then type the Heading visitors see and the Submit button label.

   You should see: The preview shows your heading and button.

4. 4

   Add the fields

   On: Workbench

   Press Add field for each thing you want to ask: text, email, phone, a long message, a dropdown and more. Type the Field label and tick Required? if the visitor must answer. Drag a field by its handle to change the order.

   You should see: The preview shows the fields in order.

5. 5

   Choose what happens afterwards

   On: Workbench

   Type a Success message (optional) to thank the visitor on the same page, or a Redirect after submission (optional) to send them to a thank-you page. Tick Notify me on submission and type the email addresses that should hear about each one.

   You should see: You know what the visitor sees and who gets told.

6. 6

   Insert the form

   On: Workbench

   Press Insert form. It is added to the end of the page you have open.

   You should see: The form is on the page, in your brand colours.

7. 7

   Publish

   On: Workbench

   Press Publish and publish the site. A form only receives real submissions once the site is live.

   You should see: The live page shows the form.

8. 8

   Read the submissions

   On: Publish window

   Open the publish window again and open the Inbox tab. On the Publish tab, Capture form submissions as leads turns every submission that has an email address into a lead in Contacts.

   You should see: Your test submission is listed, and the contact exists if capture is on.

Tips

• Send a test submission yourself after every change to a form.
• In a hurry? Press Sections and insert a ready-made contact section from the Section library instead.
• For a long or important form, a hosted lead form gives you more control over fields and mapping. See Create a lead form.

Troubleshooting

The form cannot be saved and a list says "Fix these before saving:".

The list names each problem, usually a field without a label or a dropdown without options. Fix them and the button works again.

The Inbox tab cannot be opened.

The site has not been published yet. Publish it first.

A submission did not become a contact.

Capture form submissions as leads must be on, and the form needs an email field. Submissions marked as spam are skipped.