Form Builder (Drag & Drop)

Difficulty: Intermediate | Time: 6 min | Tier: All Plans

The Form Builder lets you create professional lead capture forms without writing code. Drag fields onto a canvas, set validation rules, customize the look to match your brand, and embed the form on any website.

Steps

1. Navigate to Marketing > Forms and click Create Form.
2. Choose a starting template (Contact Form, Event Registration, Quote Request) or start blank.
3. Drag fields from the Field Panel on the left:
   • Text Input — single-line text (name, company, etc.)
   • Email — auto-validates email format
   • Phone — phone number with format hints
   • Dropdown — select from predefined options
   • Checkbox / Radio — yes/no or multiple choice
   • Text Area — multi-line text for messages or notes
   • Hidden Field — capture UTM params, referrer, or custom values
4. Click any field to configure it: Label, Placeholder, Required toggle, and Validation Rules.
5. In the Design tab, customize: form width, background color, button text, button color, font, and border radius.
6. Set the Thank You action: show a message, redirect to a URL, or both.
7. Click Publish to generate the embed code.

Embedding Your Form

• Embed Code — copy the HTML snippet and paste it into your website.
• Link — share a direct link to a hosted version of the form.
• Popup — trigger the form as a popup on button click or after a time delay.

Related Articles

• Create & Embed Form
• Form Submissions & Lead Capture
• Forms Not Receiving Submissions

Need more help? Ask Sally in the chat bubble!