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

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…