Product guides

Forms and lead capture

Build embeddable forms, map fields to contacts, and trigger automations.

Create a form

  1. FormsNew form.
  2. Add fields (email required). Map each field to a contact property.
  3. Choose success behavior: thank-you message or redirect URL.
  4. Publish to get the public form URL / embed snippet.

Enable confirmation when the client needs proof of consent. Pending contacts stay out of campaigns until confirmed.

Connect to journeys

  1. Use form submit as an automation trigger.
  2. Or add submitters to a list that feeds a segment.
  3. See Automations.

Embed & branding

Paste the embed on the client site or share the hosted link. Match colors to the client brand kit in Settings when available.