Please review the Web Forms Overview documentation before creating and publishing a Web Form below.

Creating a Web Form

To build a custom form for publishing on your website:

1. Navigate to Settings > Web Forms from the Site Navigation bar.
2. Next to Create a New form, click Create.
3. In the heading, set a unique Form Title. Each Web Form you create must have a different name.
4. Set the fields and options you want for your form. Note that First Name and Last Name must be included as required fields.
• Use the menu on the left to select the fields you want included in the Web Form.
  
• Use this same menu to select whether a field is required and must filled in by a prospect before the form can be submitted.
• On the right, use the Order arrows to arrange the order of the fields in the list. This is the order in which they will appear on the final Web Form.
• If you would like to create a form that captures information for two people, use the "Add Person"  icon at the top of the form to add a second Participant.
  
• Use the "Add Section" link at the bottom of the form to add additional sections to your form.
  
• At the bottom of the page enter a message you want prospects to see when they have submitted the form to you. 
  
• Optional: If you have the Calendly integration enabled, you can configure an Event invite page to be embedded for prospects after the form is submitted. See Embedding Calendly in Web Forms for full details on the settings and expected behavior.
5. Click Publish in the upper-right when finished to proceed to the URL and Website Embed code section.
6. Copy the embed code to publish on your Firm’s website. This process will vary based on your web hosting provider, so see the support documentation for your host or web editor for more information on embedding this link.

Your form is now published and ready to to be filled and submitted by visitors at your website. See Handling Web Form Responses for more information.

Making Changes and Sharing

Editing an existing form is nearly identical to creating a new form.

Once you enter the Web Forms Setting screen, select an existing Web Form on the right and click Edit on the drop-down menu.

The process will be the same as creating a new form, except the existing settings will already be configured. At the end, your changes will be published to the existing URL. There is no need to update your firm’s website to see the changes.

If you wish to copy the URL or the embed code without editing, you can select Copy URL or Copy Embed Code from this same drop-down menu.