Forms are the primary data-capture mechanism for your business. Whether you need a simple contact form, a newsletter signup, or a complex multi-step application, the Form Builder handles it all.
1. Building a Form
Navigate to Sites > Forms > Builder. The drag-and-drop interface allows you to pull in standard fields (Name, Email, Phone) as well as Custom Fields you have created for your business.
Styling
Customize the colors, fonts, and button styles to match your brand. You can also inject custom CSS for advanced styling.
Spam Protection
Enable Google reCAPTCHA or use the built-in sticky contact features to prevent spam bots from clogging your CRM.
2. Deploying Your Form
Once built, you can deploy your form in several ways:
- Native Integration: Drag and drop the form element directly into any Scotify funnel or website page.
- Embed Code: Copy the iframe or HTML embed code to place the form on an external website (like WordPress or Squarespace).
- Standalone Link: Share a direct link to the form via text message or email without needing a website at all.
Pro-Tip
For longer forms, use the "Sticky Contact" feature. If a lead has already filled out step one of your funnel, their information will automatically pre-populate on the next form they see, drastically increasing conversion rates.