Add and manage website forms

Forms should collect enough information for your team to respond without making customers do unnecessary work.

Plan the form

1. Choose the customer action the form supports.
2. Add only the fields needed to route and respond to the request.
3. Write a confirmation message that tells customers what happens next.

Connect the form

1. Place the form on the right page or landing section.
2. Confirm submissions create or update customer records as expected.
3. Assign follow-up ownership when a form is tied to sales, support, booking, or service requests.

Review submissions

1. Check new submissions regularly.
2. Use customer activity to understand the request history.
3. Update fields if your team keeps asking for the same missing information.

Good to know

• Short forms usually convert better.
• Use conditional questions only when they reduce confusion.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.