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Forms

How to create a contact form

Go to Sites › Forms, click Create Form, start from scratch or a template, drag in the fields (name, email, phone, message), set up notifications and the after-submit message, then save and send a test submission.

Updated on

Before you start

  • You need access to Sites in your account.
  • Decide what information you want to collect. Short forms (name, phone, email and one question) usually get more submissions.
  • To store something specific to your business (e.g. "Treatment of interest"), you can create the custom field right from the form builder.
Where to find it

Sites › Forms › Create Form

Step by step

Create and build the form

  1. In the left menu, open Sites and click the Forms tab.
  2. Click Create Form.
  3. Choose From Blank or start from a template in the library.
  4. Name the form (internal only, e.g. "Contact – Website").
  5. In the left panel, under Quick Add, drag in the fields you want: Name, Email, Phone, Message…
  6. For a business-specific field, use custom fields and choose the type (dropdown, checkboxes, date, number, file upload, text).
  7. Drag the fields into the right order.
  8. Click a field and, in the settings on the right, turn on Required for the must-have fields.

Set up the look and behavior

  1. Click Styles & Options to change colors, spacing and buttons, or apply a ready-made Theme.
  2. Under Notifications, turn on Email Notification and enter the team email that should be alerted on every submission.
  3. If you like, turn on Auto Responder to send a confirmation email to the person who submitted.
  4. In the submit settings, choose what happens after submitting: show a thank-you message or redirect to a page (e.g. your thank-you page).

Save and test

  1. Click Save.
  2. Preview the form and submit it with test details.
  3. Check that the thank-you message or redirect appears.
  4. Open the form's Submissions tab and check your test entry is there.
  5. To use it, click Integrate and copy the direct link or the code for your website.

Tips

  • Every new person who submits the form automatically becomes a contact in Elooo CRM.
  • To kick off follow-ups automatically (message, task, opportunity), create a workflow with the form submitted trigger.
  • To cut down on fake submissions, turn on email or phone validation and CAPTCHA in the form settings.

Common problems

  • I'm not getting the alert email → In Notifications, check the alert is on and the email is spelled correctly. Also check your spam folder.
  • The form doesn't save a field's answer → The field must be linked to a contact field. Use a Quick Add field or a custom field, not a loose text block.
  • I'm getting lots of fake (spam) submissions → Turn on CAPTCHA and email/phone validation in the form settings.
  • Changes don't show on my website → Click Save on the form. If it's embedded with popup or trigger options you changed, copy the code again.

Frequently asked questions

Can I use the same form on several pages?

Yes. In the page builder, choose the existing form in the Form element. You can also share the direct link.

Can I show different fields depending on the answer?

Yes, with conditional logic: show or hide fields, display a message or redirect based on the answers.

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