Forms

Build a contact, quote or support form in the Desk, put it on your site with one line, and every form sent arrives in your inbox beside your chats.

How it works#

Fields#

Short text, long text, email, phone, number, dropdown, one choice, checkboxes, one checkbox, date, website and hidden. Each field has a label, a placeholder, a help line, and can be required or half width. Hidden fields fill themselves with the page, the referrer, the UTM source, medium and campaign, or the device; your team sees them, visitors don’t.

One page or two steps (Pro)#

Two steps ask for the name, email and main question first and the details next, with a progress bar. A visitor who stops after step 1 is still a lead.

After the button#

In order: the lead is saved in your inbox (always); the visitor sees your thank-you message, with {first_name} and the other answers, or goes to a page of yours, with the answers passed along if you like; (Pro) a thank-you email in your words, from your name, whose replies go to your reply address; an email to up to 5 addresses on your team; (Business) Assign by answer, such as Support to your support team in turn and Custom quote to one person; (Business) Send to your CRM, the webhook event form.submitted with every answer by label. Every lead also goes to Telegram and your webhook as lead.created, as chat enquiries do.

Spam and privacy#

A hidden trap field, sends within 3 seconds, more than five a day from one visitor, and throwaway email addresses are stopped. There is no Google reCAPTCHA. Add a consent box with your privacy page. Answers are stored encrypted, kept as long as your conversations, and never sent to the AI.

Set it up#

Questions#

Related#