Create a Contact Form

A contact form lets website visitors send you an inquiry. You build each form on the Contact Forms page in the sidebar.

Create a form

Start from scratch

Use this path to choose each field yourself.

1. Click New form.
2. Enter a Name for the form.
3. Optionally, enter a Description.
4. Click Create form.

The new form appears first in the list, published, with no fields. Lead creation starts off; turn it on under Lead Capture for leads.

Start from the Quick start template

Use the template for the common fields.

1. Click Quick start.
2. Enter a Form name.
3. Turn off Collect phone number or Collect address to skip that field.
4. Turn on Make phone required or Make address required if the answer is mandatory.
5. Click Create form.

The form is published with First Name, Last Name, Email, and Message fields, plus any Phone or Address field you kept. The template also turns on lead creation. See Introduction to contacts and Introduction to leads.

Add and order fields

Add a field

Add fields from the form card.

1. Click Add field beside the Fields heading.
2. Enter the Label visitors will see.
3. Pick a Type in the "Choose a Field Type" window.
4. Fill in Placeholder or Options (separated by commas), if offered.
5. Choose Saves to to copy the answer to a contact or lead.
6. Turn on Required, and Half width if offered.
7. Click Add field to save.

The new field goes to the end of the list.

Change the order

Drag fields to reorder them.

1. Drag a field by its grip icon to its new place.
2. Repeat for any other field you want to move.
3. Click Save order, or Cancel to discard the change.

Once Save order succeeds, the buttons disappear.

Edit or delete a field

Edit a field from its row.

1. Click the pencil icon on the field.
2. Change the settings you need.
3. Click Save.

The row returns to its normal view with your changes.

To delete a field, click its trash icon. There is no confirmation step.

Set the form's settings

Change the settings you need, then save them.

1. Find the section you need: Details, Appearance, Lead Capture, or Consent.
2. Change the settings you want.
3. Click Save settings, or click Reset to discard your changes.

The save bar disappears once the save succeeds.

• Details sets the Name, the Description, and the Submit button text. Leave it blank to keep the default label.
• Appearance sets Accent color, Theme, Corners, Field style, Button style, Density, Header alignment, and Font.
• Lead Capture holds the Create a contact and lead from each submission toggle. Once it is saved on, choose a Target pipeline and, if that pipeline has stages, a Target stage.
• Consent adds an optional opt-in checkbox for text messages. Visitors can leave it unticked, and it never blocks a submission.

Publish and embed the form

Publish the form, then copy its embed code onto your website.

1. Turn on the publish toggle in the card header, beside the badge.
2. Click Copy under Embed.
3. Paste the snippet into your website's page.

The badge reads Published, and the snippet is copied.

Visitors see only published forms. The embed is fully responsive and does not inherit styles from your site's pages.

If your site sends a Content-Security-Policy header, allow the JobWise address shown in the Embed section to frame the form. For placement steps, see Add a form to your website.

Where submissions go

Each submission is saved with its answers and any uploaded files. Open Responses, beside the Fields heading. See View form responses.

With lead creation on, each submission creates a contact and a lead in the pipeline and stage you chose. Without a usable pipeline and stage, the contact is kept with no lead.

Each submission also notifies your team by email and push. Every member gets it by default, and can turn either channel off under Leads and Messages in notification settings.

Field and access limits

Contact Forms appears in the sidebar only if your role can see Lead Pipeline. Creating, editing, reordering, publishing, and saving settings need edit access. Deleting a field or form needs full access.

Saves to options depend on the field type:

• Checkbox, Checkboxes, Date, Date & Time, and File Upload: only the "Nothing" option, which keeps the answer on the submission.
• Address: only "Contact address".
• Email Address: "Contact email", "Contact first name", "Contact last name", or "Contact company".
• Phone Number: "Contact phone", "Contact first name", "Contact last name", or "Contact company".
• Short Text and Long Text: "Contact first name", "Contact last name", "Contact company", "Contact notes", or "Lead notes".
• Number and Dropdown: "Contact first name", "Contact last name", or "Contact company".

A File Upload field accepts up to 5 files, each up to 10 MB, and 25 MB per submission. Images can be JPEG, PNG, GIF, HEIC, HEIF, or WEBP. SVG files are never accepted. Allowed files defaults to "Images and documents". You can choose "Documents" or "Images" instead.