Forms & Pop Ups

Forms & Pop Ups

Pop-up forms are a great way to quickly and easily collect contact information from visitors to your website.

By offering a clear value proposition and a compelling call-to-action, you can encourage visitors to share their contact details in exchange for something of value, such as a lead magnet or a discount code. This can help you to build your email list, generate leads, and ultimately grow your business.

Key Points #

  • Use pre-built standard fields or create custom fields to capture information.
  • Forms capture information in a user-friendly one-page format.
  • Surveys capture information while using slides, logic, and disqualification to gather more detailed feedback.
  • Various on-submit options such as redirecting to a URL, showing a success message, or triggering a workflow.
  • Sticky contact feature auto-fills form/survey data for returning visitors.

Key Benefits #

  • Automatically generate leads from website traffic with easy-to-use forms and surveys.
  • Embed forms onto ANY internal or external site with custom popup formatting options.
  • Use embed code to add forms to any site inside or outside the system to collect contact information.
  • All form and survey submissions are brought into the system for easy viewing, tracking, saving, and automation.
  • Start collecting contacts from day one with this feature and improve your lead generation efforts.

Frequently Asked Questions #

What is the difference between a form and a survey? #

Forms capture information in a user-friendly one-page format, while surveys use slides, logic, and disqualification to gather more detailed feedback.

What fields can I use on a form? #

You can use pre-built standard fields or create custom fields to capture exactly the information you need from your visitors.

What happens after someone submits a form? #

You have various on-submit options, including redirecting to a URL, showing a success message, or triggering a workflow for automated follow-up.

Can I add forms to sites outside the system? #

Yes. You can embed forms onto any internal or external site using embed code, with custom popup formatting options.

What is the sticky contact feature? #

The sticky contact feature auto-fills form and survey data for returning visitors, making it faster and easier for them to submit again.

Where do form and survey submissions go? #

All submissions are brought into the system for easy viewing, tracking, saving, and automation, so you can act on new leads right away.

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Updated on May 26, 2026