Every form has a Title and a Description. By default, every form will also have First name, Last name, Email, and Company. These fields will be synced to your Upsales account. Of course, you can edit or remove any field as you wish.
This article covers:
- How to edit fields in Forms
- Turning reCAPTCHA spam protection on/off
- How form submit data is synced to Upsales
How to edit fields in Forms
- Click Marketing → Forms & landing pages → Forms tab:
- Click the form you want to edit
- Click the Edit form button:
- The Form Settings Panel will appear
- Click the form you want to edit. Changes you make are shown instantly, so you can preview your changes:
- Click the Required toggle to make it a required field. The red dot = field required:
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Field type is shown between the field name, and the field. When the field already exists in Upsales, you can see what data field it syncs to:
- To remove a field, click the trash icon:
- To change the field position, click the arrow and drag it up or down:
reCAPTCHA spam protection
- Turn reCAPTCHA spam protection on or off by clicking the toggle:
How form submit data is synced to Upsales
Default form fields (First name, Last name, Email, Company) are synced to your Upsales account.
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When the company/contact is new
They're created in Upsales with information provided in the form -
When the company/contact exists in your Upsales account
New information is added to their contact or company card