A contact form is a simple and effective way to collect visitor information, generate leads, and allow users to reach out without sending an email manually. With a contact form, you can automate data collection, segment contacts with tags, and send users to the next step in your sales or onboarding process.
Step 1: Add the contact form to your page
Click "Add empty row".
Click "Add content".
In the right menu, select "Contact form".
Step 2: Add a title and description
Under "Form title", enter the main heading for your contact form.
Under "Text below title", add a short description or instructions for visitors before they enter their details.
Both fields are required, and you cannot save the form without filling them in.
Step 3: Set up CRM tagging
The contact form is connected to your CRM, so when a person submits their details, they automatically gets added to your CRM with a tag.
Click inside the "Lead tag to assign after submit" field.
Choose a tag from the dropdown list.
To create a new tag, start typing the tag name and select "Create new" when it appears.
You can assign one tag per form.
Step 4: Choose what happens after submission
After users submit their details, you have two options:
1. Show a confirmation message
Replace the form with a message thanking them for submitting their details.
To do this:
Click on the field under the "Message shown after submit" headline.
Enter your confirmation message.
2. Redirect to another page
Send users to a new page (e.g., a thank-you page or the next step in a funnel).
To do this:
Copy the URL of the page you want to send them to.
Paste it into the field under the "Link to redirect to after submit" headline.
Step 5: Add your privacy/integrity policy
Because you are collecting personal information, you need a privacy policy before gathering information.
If you haven’t created one, you must do so first.
Click "Read more" under the privacy policy section for more information why you need a privacy policy.
Under "Link to your privacy/integrity policy", your default privacy policy link will already be added. If needed, you can replace it with another one.
To edit or create your privacy policy:
Exit the page you are working on.
Go to "My company" → "Settings" → "Accounts & Policies" in the left-side menu.
In the top menu, you’ll see "User account", "Integrity policy", and "Terms of use".
Step 6: Choose the information you want to collect
You can customize the form to collect different types of information. The available fields are:
Optional fields:
Title
Phone number
LinkedIn profile
Company name
Corporate identity number
Website
These fields are optional. To enable a field, click the red button next to it until it turns green. When green, the field will be visible in your contact form.
Required fields:
Name
Email
These fields need to be included and cannot be removed.
Step 7: Save your contact form
Once you’ve set up everything, click "Save" in the top right corner. 🎉
Now your contact form is ready and live on your page, designed exactly as you want it!
Summary
Adding a contact form in the page builder makes it easy to collect visitor information, generate leads, and automate responses. Simply set up the form, customize the fields, and choose what happens after submission.
We hope this article has helped you understand how to add a contact form in the page builder. If you have any further questions, please don't hesitate to reach out to our customer support team for assistance.