Create forms in Upsales and share them with contacts to gather information, or embed the forms on your website as a way for your visitors to contact you.
Data gathered from forms will sync to contacts and companies, giving you great leads to follow. Create automated actions like assigning leads to Upsales users, or creating activities for every form submitted.
This article covers:
- Creating a new form
- Editing form fields
- Adding new fields
- Adding 2 fields per line
- Saving your form
- Publishing your form
Creating a new form
- Click Marketing → Forms & Landing pages:
- Click the New form button:
- Click Form, name the form, and click Next:
- Now you can customise the form
- Fields
Customise form fields and button text
- Design
Customise colours and add CSS styling
- Settings
Customise thank you pages and choosing what happens after a form is completed)
Simply click a heading to make edits:
Editing form fields
You can also edit fields in a form:
- Drag the fields to rearrange the order
- Toggle to set a field as required
- Click Show options to change the placeholder text above each field:
Adding form fields
You can click the Add field button to add fields to your forms:
Adding 2 fields per line
Want to have fields that look like this?
- Activate CSS styling
- Add this custom code:
.form-group {
display: inline-block;
width: 46%;
margin-right: 12px;
} - To change the form width, use this custom code:
#up-form {
width: 600px;
}
Saving your form
- To save your form, click Settings and then click Save & Close:
Publishing your form
You're now ready to publish your form.