Form Builder
Create and manage lead capture forms with drag-and-drop ease.
Form Builder Overview
{{APP_NAME}}'s Form Builder lets you create lead capture forms with a drag-and-drop interface. Forms connect to Entities and power your entire lead pipeline.
Creating a Form
Step-by-step guide to creating a new form in {{APP_NAME}}. Select an Entity, name your form, and start building your lead capture form.
Adding Fields to Your Form
Learn how to add fields from your Entity to the form, use drag-and-drop to arrange them, reorder fields, and delete Entity fields you no longer need.
Field Properties
Customize form fields: labels, placeholders, help text, required status, width, image choice columns, default values, and more. Override Entity defaults for each form.
Calculations & Formulas
Use formula fields to perform calculations based on other form fields. Add operators, reference fields, and display computed values to users.
Conditional Logic
Show or hide form fields based on other field values. Create dynamic forms that adapt to user input with conditional logic.
Multi-Page Forms
Split long forms into multiple pages. Improve completion rates and user experience with step-by-step navigation, per-page alignment, conditions, and button layout.
Form Settings
Configure thank you page, redirect URL, email notifications, branding, alignment, design colors, and other form behavior.
Embedding & Sharing
Embed your form on your website with a script tag, share a direct link, or preview before publishing. Get your form in front of users.