Forms

The Forms module lets you create public-facing forms that capture data from external visitors. Use forms on your website, landing pages, or shared links to collect leads, feedback, registrations, and more — all flowing directly into your CRM.

Forms Module Overview

Forms are built using a visual designer and published as standalone web pages or embedded on your website. When someone submits a form, the data is captured in Intellicon CRM for processing.

Form Builder (Visual Designer)

To create a new form:

1. Navigate to Engagement > Forms in the sidebar.
2. Click + New Form.
3. The visual form builder opens.

The builder provides a drag-and-drop interface:

• Available field types are listed on the left panel
• The form canvas is in the center
• Field properties are displayed on the right when a field is selected

Field Types

Field Type	Description
Text	Single-line text input
Email	Email address with validation
Phone	Phone number with formatting
Textarea	Multi-line text area
Select	Dropdown menu with predefined options
Checkbox	One or more checkboxes
Radio	Radio buttons (single selection from options)
Date	Date picker
Number	Numeric input
File	File upload field
Signature	Digital signature capture pad
Rating	Star rating input (1-5 stars)
Heading	Display-only heading text
Paragraph	Display-only descriptive text
Divider	Visual separator line

Field Properties

Select any field on the canvas to configure its properties:

Property	Description
Label	The field label shown to the user
Placeholder	Ghost text inside the input
Required	Whether the field must be filled
Validation	Input validation rules (min/max length, pattern)
Help Text	Instructional text below the field
Default Value	Pre-filled value
Options	For Select, Checkbox, Radio — the list of choices
Conditional	Show/hide based on other field values

Form Logic (Conditional Fields)

Make forms dynamic by showing or hiding fields based on user input:

1. Select a field.
2. In the properties panel, click Add Condition.
3. Configure the condition:
   • When — select the controlling field
   • Is — select the trigger value (e.g., "equals 'Yes'")
   • Then — show or hide this field
4. The field only appears when the condition is met.

tip

Use conditional logic to keep forms short and relevant. Show additional fields only when they are needed based on the respondent's previous answers.

Form Design

Customize the form's visual appearance:

• Brand Color — set the primary color for buttons and accents
• Logo — upload your company logo to display at the top
• Background — choose a background color or image
• Thank You Message — customize the message shown after submission
• Redirect URL — optionally redirect to a page after submission

Publishing Forms

Once your form is ready:

Public URL

1. Click Publish.
2. A unique public URL is generated.
3. Share this URL via email, social media, or any channel.
4. Anyone with the link can access and submit the form.

Embed Code

1. Click Get Embed Code.
2. Copy the HTML embed snippet.
3. Paste it into your website's HTML to embed the form inline.

Form Submissions

View and manage submission data:

1. Open a form.
2. Click the Submissions tab.
3. All submissions are displayed in a data table with columns matching form fields.

Analytics Charts

The Submissions tab may include:

• Submission count over time — a chart showing daily/weekly submissions
• Completion rate — percentage of visitors who completed the form
• Average time to complete — how long submissions take

Exporting Submissions

• Click Export CSV or Export Excel to download all submission data as a spreadsheet.

info

Form submissions can be configured to automatically create leads or contacts in the CRM. This is set up in the form's mapping settings, where you match form fields to CRM fields.