Forms
Create a New Form
How to create a new Form (including Notifications & Confirmations).. How to embed the Form into a page on your website (forms themselves do not have URLs..only the page you embed them on)..
Viewing Leads & Form Attachments
You may notice that if your form includes a document uploader, you may not be able to open the form attachments when you get the email notification that a lead came in. This is a privacy measure we t…
Form auto-replies
Want to send your prospect or client an automated email after they submit a form? Here's how:.
Auto-responder replies (important)
Routing form notifications to certain people
Conditional Logic in forms
How to add a form to any page or post
Login to your site and go to the page or post you wish to add your form to. Put your cursor in the content where you want your form to appear and click the Add Form button and select your desired for…
Connect forms to Zapier
How to set up a multi-step/page survey form (like Survey Gizmo)
There may be certain situations where you're building a longer form and don't want to overwhelm the visitor with too many questions all at once. Setting up a survey form is one way to help get the vi…
Collecting driver or vehicle info in forms using lists
We don't recommend collecting vehicle or driver info in forms, but if you really want to do it here's how:.
Auto-complete address in forms
Conversational Forms
Tips: just like any other form, I would not recommend adding TONS of fields/questions if this is a prospect-facing form or lead generation form. Keep it short, 12-15 fields or less. Also, keep in min…
SMS Compliance for Forms
Here is the verbiage you can add to the consent field as mentioned in the video: Field Label: I consent to receiving SMS and/or Email communications relating to this request. Field Description: By su…
Importing Forms from other websites
Adding captcha to Forms (block form spam)
Step 1: visit this website https://www.hcaptcha.com/.
Connecting Forms to Slack
Dressing Forms Up w/Page Builder
By default, the styling of the built-in form editor (Gravity Forms) is pretty generic looking. But, you can make them look way better by following the instructions below. This is helpful for really a…
