Collect the information you need
Forms in creavio let you gather information from clients and leads in a structured, professional way. Whether it's a pre-session questionnaire, a wedding planning form, or a contact form on your website, forms make it easy to ask the right questions and capture the answers in one place.
What you can do
- Build custom forms with text fields, dropdowns, checkboxes, date pickers, file uploads, and more
- Create questionnaires for pre-session planning, like wardrobe guidance, location preferences, or family member names
- Set up lead capture forms that feed new inquiries directly into your CRM as client records
- View responses organized by client and form, so you can reference answers anytime
- Embed forms on your website or share them via a direct link so clients can fill them out on their own time
Why it matters
Gathering information over email is messy. Details get buried in threads, clients forget to answer questions, and you end up asking the same things twice. Forms give you a clean, repeatable process. Clients fill them out at their convenience, and you get structured answers you can actually use to plan and prepare.
Common use cases
- Contact forms on your website for new inquiries
- Session questionnaires to learn about the client before the shoot
- Wedding timelines to collect vendor details, family groupings, and must-have shots
- Feedback forms sent after delivery to gather testimonials and improve your service
How it connects to everything else
Form responses are linked to client records, so when you open a client profile, you can see everything they've submitted. Forms can be sent automatically through workflows, like a questionnaire that goes out as soon as a contract is signed. Lead capture forms create new CRM records automatically, getting potential clients into your system the moment they reach out.