Capture leads and manage contacts

Build an opt-in or application form

1. 1Open an Opt-in / Landing or Application / Booking page in the page builder. It already has a form.
2. 2Select the form and press Edit Form.
3. 3Add the fields you need. Keep opt-in forms short: an email, and perhaps a first name.
4. 4Choose what happens after submission: go to the next funnel step, open a custom link, or show a confirmation message in place.

Available fields: short text, long text, email, phone, number, website, date, dropdown, single choice, multiple choice, consent checkbox and hidden value. The conditional logic builder can show or hide a field based on an earlier answer.

Your contacts

The Contacts page lists everyone who gave you their details, once per email address, even if they signed up in several funnels. For each contact you see their details, the funnels they arrived from and their form answers.

• Search by name or email.
• Filter by funnel to see the leads from one campaign.
• Open a contact to see their full record and every submission.

Submissions

The Submissions page shows each form in your funnels and the individual answers it captured, including typed quiz answers. Open the step a form lives on, or see every submission from one person.

Export contacts and submissions

On the Contacts or Submissions page, apply any search or funnel filter you want, then press the export button. You get a CSV file with exactly what you see, ready for a spreadsheet, a newsletter tool or a CRM. Your audience is yours, on every plan.

Spam protection

Forms are protected against bots automatically, without a puzzle for real people to solve. Submissions that arrive impossibly fast, fill in hidden trap fields, or flood in from one address are refused.