Creating Your First Form

Creating Your First Form

Time needed: 2 minutes

Steps

1. Log in to your Site2CRM dashboard
2. Click Forms in the sidebar
3. Click Create Form
4. Choose a template or start blank
5. Add fields by clicking + Add Field
6. Drag fields to reorder them
7. Click Save

Available Field Types

• Text - Single line text input
• Email - Email address with validation
• Phone - Phone number input
• Dropdown - Select from predefined options
• Checkbox - Yes/no or multiple choice
• Text Area - Multi-line text input
• File Upload - Accept document uploads

Tips for High-Converting Forms

• Keep it short - 3-5 fields convert best
• Always include contact info - Email or Phone for follow-up
• Use clear labels - Tell visitors exactly what you need
• Preview before publishing - Use the Preview button to see how it looks

Next Steps

Once your form is created, you'll want to:

1. Connect your CRM
2. Embed it on your website