Forms & Surveys
Date Published or Modified

Feb 05,2022

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Create Forms

Instructions for Creating a Form

  • Step 1: Click Sites (on left hand menu)
  • Step 2: Click Forms dropdown (near the top of the page)
  • Step 3: Click "Builder"
  • Step 4: "Create New Form"

Drag and drop the fields you want to use from the menu on the right

      You should see first name, last name, email, phone, by default

Click Custom Fields if you want to make a new field for your form

Click the green button "Add custom field" if you want to make your own custom field

Note: if you've already created custom fields, you'll have to scroll all the way to the bottom of your custom fields to find this button

After the field is created, drag and drop it onto your form

When you're finished creating the form, click, "Integrate Form" on the bottom right

Note: You'll notice that a link/embed appears - you can copy this link and include it in your emails, texts, or funnels.

Please check out the video above for a step by step guide!