1. Go to Forms
Open the Website tile from your home dashboard or All Apps, then switch to the Forms tab. You'll see your existing forms and their submission counts.
2. Click New Form
Hit New Form to start building. Give your form a name that describes its purpose, like "Wedding Inquiry" or "Portrait Session Questionnaire."
3. Add Fields
Build your form by adding the fields you need. Available field types include:
- Text for short answers (name, email, phone)
- Textarea for longer responses
- Select for dropdown choices
- Radio buttons for single-choice options
- Checkboxes for multiple selections
- Date picker for scheduling preferences
- File upload for mood boards or reference images
Mark fields as required when you need specific information from every submission.
4. Customize the Form
Add a header message to welcome respondents and explain what the form is for. You can also add a custom confirmation message that appears after submission.
5. Share Your Form
Once your form is ready, you have two options:
- Share link to send directly to clients or post on social media
- Embed on your creavio website or any external site
6. Review Submissions
When responses come in, you'll find them in the form's submission tab. Each submission includes all the details and a timestamp.
Tips
- Use inquiry forms on your website's contact page to capture leads automatically.
- Create questionnaires for clients to fill out before their session.
- Form submissions can be connected to your CRM to auto-create client records.