Articles in this section
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How to pre-fill forms used in email campaigns
Pre-fill form fields with data to make completions faster and simpler for your contacts. Do you s...
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How to label your forms
Creating lots of forms and facing a long list and lots of scrolling? You can create labels to add...
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Q: Why are my form submits being added to the wrong company?
A: The new contact may be using an email domain already used by another company. How form submiss...
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Leads that became first appointment: About the widget
This Report centre widget shows number of booked meetings of the type 'First appointment', with l...
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How to use your own font in Upsales landing pages
Use your own fonts in Upsales, keeping campaigns consistent with your company branding. This isn'...
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How form submissions are matched in Upsales
When a contact fills out one of your forms, Upsales checks if their details are already in your U...
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How to use custom scripts for forms
Using forms? You can use your own tracking script or any third-party service. You'll find three o...
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How to create a form
Create forms in Upsales and share them with contacts to gather information, or embed the forms on...
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How to edit fields in forms
Every form has a Title and a Description. By default, every form will also have First name, Last ...
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How to add fields to a form
You can add as many fields as you wish to a form. There are three different types of fields to ch...
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How to customise form design
You can customise a form's appearance, changing colours or with CSS styling. You can also use Goo...
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Form Settings
How to change the internal form name, add custom content to your thank you page, set up form acti...
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Form publishing options
There are three ways to publish a form created in Upsales. Find out how each option works, plus t...
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Custom styling (CSS) in forms
For code-savvy Upsales users, your only restriction when designing an Upsales form is the web bro...
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How to change typography for forms & landing pages
You can change your Upsales typography to match your company brand. You can also use Google Fonts...
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Forms and landing pages
Create forms and embed them on your website, or build your own landing page with forms to collect...
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How to create a landing page
Use landing pages when you want to create an online web page with an embedded form. You can also ...
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Sharing pages on social media: How to customise page title, description & image
Once you've saved your landing page, you can change how the link will appear when posting it on s...
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How to use Google Fonts in forms & landing pages
Add extra customisation to your forms and landing pages with Google Fonts. You can change typogra...
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How to generate custom UTM codes & links
A UTM is a small piece of code you add to your URLs to track campaign and content performance in ...
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How to generate UTM links for social media
Add UTM codes to URLs for extra insight into your social media campaigns. Get ready to discover w...
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Form submits: How to turn on auto-suggest company names
When using the Upsales default field for Company name in your Upsales form, the field automatical...
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How to block non-business email addresses in forms
Want to avoid gathering leads with non-business email addresses? Block domains such as Gmail from...
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