🗓️ How to Create a Contact Form (4 mins)

Let’s learn how to create a Contact Form within minutes!

How To Get Started?

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Why did the form go to therapy?

Because it had too many unresolved fields😅

👉 Creating Contact Forms: are essential in because they streamline the way you collect and organize valuable customer data. Whether you're capturing leads, booking appointments, or running surveys, forms help automate the intake process and ensure no information slips through the cracks. Plus, when integrated into workflows, they can trigger powerful follow-ups that boost engagement and conversions—making them a crucial tool for any high-performing funnel.

 

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

 

Step by Step Guide

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Clear step-by-step instructions on how to get set up

 

 

One Last Pro Tip 🤖

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Pro Tip: Use custom hidden fields in your forms to track UTM parameters or referral sources. This lets you see exactly where your leads are coming from—so you can double down on what’s working and ditch what’s not. Bonus: pair it with automations to segment leads instantly based on their source!

 

Last updated on November 4, 2024