A form collects enquiries, requests or feedback from people outside your organisation. Build it once, share its link or put it on your website, and read every response in the inbox.
Owners, admins and managers can create forms. Members can open the forms they've been added to, and guests can't use forms. See Who can see a form.
Your plan sets how many forms you can have: 1 on Launch, 3 on Orbit, and as many as you need on Landing.
Your organisation is given one form to start from, a draft called Contact, so you may find it on your Forms page already. It asks for First Name and Last Name side by side, then Email, Phone, Company Name and Message. On Orbit and Landing it also has an automation, New Contact, which adds whoever writes in to your contacts, along with their company. See Automate a form.
It's a form like any other: change it, make it live, or delete it. It counts as one of your plan's forms, so on Launch it's your 1 form until you delete it.
You're also given a draft called Newsletter sign-up, for growing your marketing list. It doesn't count towards your plan's forms. See Collect newsletter sign-ups.
Under Marketing in the sidebar, choose Forms, then New form.
Give it a Name, such as "Contact us". Visitors see the name at the top of the form.
Choose its Layout:
Inline puts up to 2 fields and the button on one row, such as an email address and Sign up. It suits a sign-up in your website's footer.
Single step puts every question on one page. It suits a short form.
Multistep splits the questions across pages, with a progress bar.
Choose Create form.
The form opens in the builder as a Draft. It starts with Name, Email and Message fields, which you can keep, change or remove. A multistep form starts with them across two steps, and an inline form starts with Email alone.
The Build tab has your fields on one side and a preview on the other.
Choose Add field and pick a type. The new field opens, ready to edit.
Set its Label, which is the question visitors see. Add Help text if the question needs a line of explanation.
Turn on Required if the form can't be sent without an answer.
Fill in anything else the type offers, such as a Placeholder or its Options.
To change a field later, select its row to open it. Drag a field by its handle to reorder it, and use the bin icon on its row to remove it. You're asked to confirm first.
Fields save by themselves about a second after you stop typing. If something is missing, such as a label, the field is outlined, the problem shows under the control it's about, and you'll see "Fix the marked fields to save your changes."
Type | What the visitor does | Extra settings |
|---|---|---|
Text | Types a short answer | Placeholder, Longest answer, in characters (up to 500) |
Long text | Types a longer answer | Placeholder, Longest answer, in characters (up to 10,000) |
Number | Enters a number | Placeholder, Smallest, Largest |
Enters an email address | Placeholder | |
Phone | Enters a phone number | Placeholder |
Link | Enters a full web address | Placeholder |
Dropdown | Picks one option from a list | Placeholder, Options |
Multiple choice | Picks one or more options | Options |
Single choice | Picks one option | Options |
Tick box | Ticks a box | None |
Switch | Turns a switch on | None |
Address | Enters an address | None |
Country | Picks a country | None |
Rating | Gives a rating | Rate with |
File upload | Adds files | Files it takes, Most files |
For a field with Options, choose Add option to add another, up to 50.
When you set Longest answer, in characters on a Text or Long text field, visitors see a count under it as they type, such as "12 / 120".
A File upload field starts by taking images and PDFs. Under Files it takes, tick any of Images, PDFs, Documents, Spreadsheets, Presentations, Zip archives, Audio and Video. Most files can be up to 10.
A required Tick box or Switch has to be on before the form can be sent, which suits an "I agree" question.
Every field also has a Key. You only need it if you post to the form from your own website. See Post to a form from your own website.
A Rating field starts with 5 stars. Under Rate with, choose 5 stars, 10 stars, Slider, 1 to 5, Slider, 1 to 10, Thumbs up or down or Faces. Every style is stored as a number from 1, so you can change the style later and keep the answers you already have.
Short fields that belong together, such as a first and last name, can share a row.
Choose Add field, then Columns at the bottom of the list.
In the new row, choose Add left field and pick a field, then Add right field and pick another. To use a field you've already added, drag it by its handle onto the row's empty side.
To switch them over, choose Swap sides.
On a phone, the two fields stack, left one first. A row holds up to two fields, and a row can't go inside another row. Removing the row removes the fields in it.
On a multistep form, each step is a page with its own fields.
Give each step a title and a Description. Visitors see them at the top of the page.
Choose Add step to add a page. A form can have up to 10.
To move a field to another step, open the field and choose the step under Step.
Use the bin icon beside a step's title to delete it. If the step has fields, you're asked to confirm, because they go with it.
Use the Inline, Single step and Multistep switch at the top of the Build tab to change the layout at any time. Going back to Single step or Inline gathers every field onto one page, in order, so nothing is lost.
An inline form puts its fields side by side with the button at the end of the row. On a phone, they stack, with the button underneath. The privacy policy agreement and the bot check go under the row.
It takes up to 2 fields. Once it has 2, Add field is unavailable. To add more, choose Single step first.
Its fields have to be ones that fit on a line: Text, Number, Email, Phone, Link, Dropdown or Country.
It can't have Columns, because its fields already share a row.
Inline is unavailable for a form with more than 2 fields, a field of another type, or columns, and the builder says why under the switch, such as "Inline forms take up to 2 fields. Remove fields to use it."
Choose Add cover image on the Build tab to put a picture across the top of the form. Choose Replace cover image or Remove cover image to change it.
The panel under How it looks to a visitor shows the form as you build it, in your organisation's branding. You can type in it and step through a multistep form. Nothing you enter there is sent.
To see the whole page, choose Open form. While the form is a draft, only the people on the form can open it, and it's a preview.
Use the status menu beside the form's name. Each status has its own icon, green for live and red for closed:
Draft: only the people on the form can see it.
Live: taking responses. A form needs at least one field to go live.
Closed: visitors are told it has stopped taking responses.
You can move between them whenever you like. Closing a form keeps its responses.
Under Marketing, choose Forms.
Open the menu at the end of the form's row and choose Duplicate form.
The copy is a new draft with the same fields, settings and cover image. It doesn't copy the responses, the automation or the list of people who can access the original, and it gets its own link.
Open the menu at the end of the form's row and choose Delete form.
Confirm with Delete form.
Every response sent to the form is deleted too, with their files. This can't be undone.
The Newsletter sign-up form you're given can't be deleted. Close it instead. See Collect newsletter sign-ups.
A form can have up to 50 fields across all its steps, and its name can be up to 80 characters.
A response's files can be up to 25 MB together. Uploaded files and a cover image count towards your organisation's file storage.
Forms count towards your plan's limit whatever their status. When you've reached it, New form is unavailable until you delete a form or upgrade. See Plans and billing.
The settings on the Settings tab don't save by themselves. Choose Save settings when you've changed them.
The Answers tab sums up a form's responses question by question. See See a form's answers.
Responses already sent keep the questions and answers they arrived with, even if you edit or remove a field afterwards.
A project can have forms of its own, whose responses are filed with the project. See Projects.
Turn each response into a person, a company or a deal, assign it, forward it by email, and do different things for different answers.
Send people a form's link, put it on your own website, and choose who can open it, what they agree to and what they see after sending.
Keep your own form's design and send its answers to 53°, with an example and the checks we recommend you add.
See every response to a form at a glance, question by question, with charts for choices and ratings and a list of written answers.
How roles and each form's access list decide who can open a form, read its responses and change it.
