✨ Introduction:
Webware’s Forms tool allows you to create and manage custom forms for your website. Whether you're collecting contact details, booking appointments, gathering feedback, or offering quotes, Forms makes it simple to capture and organize responses.
You can customize form fields, set up submission notifications, connect to automations, and embed your form anywhere on your website. Plus, responses are saved to your Customers section so you can easily follow up or build targeted lists.
🔔 What to Know Before You Start:
Forms can be created and managed under the Marketing > Forms section.
Submissions are saved automatically under the Customers tab.
You can customize the field labels, form text, required fields, and layout.
Use custom fields to personalize the questions and data collected.
Every form generates a unique embed code, or you can add it directly to your website using the visual editor.
Forms are mobile-friendly and support a wide range of field types (like star ratings, e-signatures, file uploads, etc.).
🛠️ Step-by-Step: How to Create & Customize a Form
Go to your Webware Dashboard.
From the left-hand menu, go to Marketing > Forms.
Click Add Form in the top right.
Enter the Form Name, Introductory Text (optional), and Success Message (this shows after submission).
Optional: Toggle ON/OFF options like:
Send email to user after submission
Enable reCAPTCHA
Redirect URL (for thank-you or offer pages)
Add to Lists (for email marketing campaigns)
Click Save.
🧩 How to Add or Edit Fields in Your Form
While creating a new form or editing an existing form, select Edit Fields in the top right corner
Select Customize Fields at the top or bottom of the page
You’ll see the default fields: First Name, Last Name, and Email.
To add new fields:
Use the dropdown under Choose a Field.
Choose if the field is Required or optional.
Click Add and then Save.
🔧 List of Available Field Types and Use Cases:
Field Type | Description / Use Case |
Single Choice | Let users select one option from multiple (e.g., Yes/No) |
Multiple Choice | Allow users to choose multiple options (e.g., Services Needed) |
Dropdown | Compact selection list – great for longer options |
Short Text Entry | Quick responses like job titles or business names |
Long Text Entry | Open-ended questions like “Tell us about your project” |
Date Picker | Select a date (ideal for appointment or event scheduling) |
File Upload | Let users attach files (resumes, photos, documents) |
Star Rating | Gather satisfaction scores or service ratings |
Email Address | Collect user email with built-in validation |
Numeric | For numbers only (e.g., quantity, age, budget) |
Alphanumeric | Combination of letters and numbers |
Phone Number | Phone field with validation |
E-Signature | Users can sign digitally |
Text Block | Add static instructions or headers within the form |
You can also access Custom Fields to build reusable inputs across forms.
🌐 How to Add a Form to Your Website
Once your form is ready, you can embed it on any page:
Option 1: Use “View Your Website” + Sections
In your Dashboard, click View Your Site>Edin the top right.
On the live view, click Edit Page (top navigation).
Hover over the plus (+) icon on the left—it will say “Sections”.
Click the + and go to the MORE tab and select FORMS.
Select the FORM snippet style you like by double-clicking on the style or dragging it onto the web page.
Once the form block appears, click the gear/settings icon on it.
Choose the form you created from the dropdown list.
Click OK, then Save the page.
Option 2: Use the Embed Code or Direct Link Share
Go to the forms dashboard and select the (3) horizontal dots under the Action column to reveal the Options.
Select the Embed Code at the bottom of the editor, and you can paste it into any custom HTML block on any website.
Alternatively, you can choose Direct Link Share to copy a link and share the form without adding it to a webpage.
✅ Pro Tips:
Use short and clear field labels.
Keep your forms focused—avoid too many questions.
Use different forms for different goals (e.g., one for quote requests, one for newsletter sign-ups).
Add conditional logic using custom fields to tailor questions based on responses.
🎯 Next Steps:
Review your form entries regularly under Customers.
Use automations to trigger follow-up actions based on form submissions — for example:
Start a drip campaign when someone fills out a newsletter or lead magnet form.
Automatically assign a task to your team.
Send a confirmation or welcome email.
Create different forms for different purposes — each with tailored questions based on your goals.
Embed the right form on the right page to boost engagement and conversions.