Forms & Lead Capture
Build forms with the field types you need, collect submissions, get notified by email, and export to a spreadsheet.
Forms let visitors send you information — a contact message, a sign-up, a question, or a file. You build a form by adding the fields you want, place it on a page, and then manage everything that comes in from one place. You can also be notified by email each time someone submits.
Building a form
Add the fields your form needs. Each field can be required or optional, and can have a placeholder, help text, and a translated label. Available field types:
| Field type | Use it for |
|---|---|
| Text | A short answer, like a name. |
| An email address. | |
| Long text | A longer message or note. |
| Dropdown | One choice from a list. |
| Checkbox | A yes/no tick, or several tickable options. |
| Radio | One choice from a small set shown together. |
| Number | A numeric answer. |
| Date | A calendar date. |
| File upload | Let visitors attach a file. |
| Phone | A phone number. |
| Web address | A link, such as a portfolio. |
| Password | A hidden, masked entry. |
Forms check entries before accepting them — for example, an email field must contain a valid-looking email — so the information you receive is cleaner.
What happens after someone submits
For each form, you decide what the visitor sees and who gets told:
- Success message — the thank-you text shown after submitting.
- Redirect — send the visitor to another page after they submit.
- Email notifications — email chosen recipients each time the form is submitted.
How to create a form
- Go to Admin → Website → Forms and click New Form.
- Click Add Field for each piece of information you want, and pick its type.
- Mark fields required or optional, and add placeholders and help text.
- Set a success message and, if you like, a redirect.
- Add the email addresses that should be notified on each submission.
- Click Save, then place the form on a page using a Form block — see Pages & blocks.
Managing submissions
Everything visitors send arrives in one place. Each submission can be new, read, or archived. You can:
- Open a submission to see all its details.
- Mark submissions as read or archive them.
- Bulk delete submissions you no longer need.
- Export to a spreadsheet for your records or follow-up.
Good to know
- Forms also power other parts of your platform — for example, the form learners fill in to request a certificate. See Certificate requirements.
- Use the file upload field when you need documents from visitors; those files land with the submission.
- Keep forms short — ask only for what you truly need, to get more completed forms.
Related pages
- Pages & blocks — place a form on a page.
- Languages — translate field labels.
- Files & Media — where uploaded files are kept.