1. Open the Marketing Section

From the left vertical menu, click on Marketing and then select Forms.

2. Create a New Form

Click on the Create Form button.

3. Choose a Form Template

Select from pre-built Lead Forms or Sign-Up Forms templates, or choose Create From Scratch.

4. Understand the Form Builder Sections

The form builder contains four sections:

• Builder
• Conditions
• Automations
• Thank You
  
  
  

5. Add Form Elements

Use the left plus (+) icon to add fields and elements.

• Basic
• Custom
• Layout
  
  
  

6. Use Drag and Drop Layouts

Drag and drop layout structures to organize your form fields properly.

7. Customize Form Design

Click the right plus (+) icon to open styling options.

• Inherit Page Style – matches the page design automatically.
• Custom Page Style – fully customize the form appearance.
  
  
  

8. Set Form Conditions

Go to the Conditions tab and click New Condition.

• IF → First Name
• State → Contains
• Value → Last Name
• DO → Disable
• Field → Last Name
  
  
  

9. Configure Automations

In the Automations tab, configure actions like:

• Tagging leads
• Sending emails
• Triggering workflows
  
  
  

10. Configure Thank You Settings

In the Thank You tab, choose one of the following:

• Members Area – redirects users to members area.
• Custom URL – redirects users to any URL of your choice.
  
  
  

11. Save and Publish the Form

Click Save and then Publish your form.

12. Add the Form to Funnel or Landing Page

Open your Sales Funnel or Landing Page and click on Elements.

13. Insert the Lead Form Element

Scroll down to the Form section and locate the Lead Form element.

14. Drag and Drop the Published Form

Drag the form into your funnel or landing page.

15. Form is Ready to Use

Your form is now live and ready to capture leads.