How do I build a custom form?
Go to Forms and click Add Form. Give it a title, then click Build Form Fields on the new row to drag in the fields you want — text inputs, email, phone, zip, dropdowns, checkboxes, radios, textareas.
Each field has a label, an optional placeholder, a required toggle, and a slug (used as the key on submissions). Save the form and it's ready to embed.
How do I put a form on a page?
In the page builder, drag the Form block onto the canvas and pick which form to render from the dropdown. The form embeds inline and submissions are tied back to that form's answer table.
If you want the same form on multiple pages, just drop the block on each — submissions all flow back into the same place under Forms → View Answers.
Where do form submissions go?
Every submission lands in two places: an email to your account address, and the View Answers table for that form (Forms → View Answers). The table is a DataTable, so you can search, sort, and click into any individual submission to see every field that was filled.
If a submission contains the standard lead fields (name, email, phone, zip), it also creates a Lead so it shows up in Lead Management alongside your quote-engine leads.
How does a form submission turn into a lead?
When a form is submitted, we look for our standard lead fields — first_name, last_name, email, phone, zip — by their field slugs. If those are present, the submission auto-creates a Lead with whatever line-of-business you've tagged the form with.
That's why field slugs matter. When you build the form, name the email field's slug email (not your_email_address) so the lead mapper recognizes it.
Can I export form submissions?
The View Answers table has CSV export — click the export button above the table to download every submission for that form. Each row is one submission; columns are the field slugs.
For one-off lookups, click into any submission to see the formatted view with every answer laid out by field label.
How do I delete a form or a single submission?
Forms list: click the red trash icon on the form's row. Deleting a form also deletes its answers — export first if you want to keep them.
Single submission: in View Answers, click the trash icon on the row. The submission is removed; the form itself stays.