Forms & Leads
Build custom forms, capture leads, manage submissions, and grow your newsletter.
Forms let you collect information from visitors — contact requests, quote inquiries, feedback, newsletter signups, and service intake data. Every submission is tracked with analytics so you can measure conversion.
Forms and Leads are separate toggleable modules. Enable them from Settings → Modules if they're not visible in your sidebar.
Creating a form
Go to Forms → Create Form
Click Create form to see the template picker. Choose a starting template or start blank.
Pick a template
| Template | Purpose | Pre-built fields |
|---|---|---|
| Contact Form | Lead capture | Name, email, phone, message |
| Newsletter Signup | Newsletter | Email, name (optional) |
| Quote Request | Lead capture | Name, email, phone, service, budget, details |
| Feedback Form | Survey | Name, email, rating, feedback |
| Blank Form | Custom | No fields — build from scratch |
Customize fields
Add, remove, or reorder fields. Each field has:
| Setting | Description |
|---|---|
| Label | Field label shown to the user |
| Type | Text, email, phone, textarea, select, number, date, checkbox |
| Placeholder | Hint text inside the field |
| Required | Whether the field must be filled |
| Map to field | Auto-map to lead fields (name, email, phone) |
Set the form purpose
| Purpose | What it does |
|---|---|
| Lead capture | Submissions create leads in the Leads dashboard |
| Newsletter | Submissions add to your subscriber list |
| Survey | Collect feedback and responses |
| Service intake | Pre-appointment information collection |
| Custom | General-purpose form |
Save and activate
Give your form a name and URL slug, then save. Toggle Active to start accepting submissions.
Use the Quote Request template for service businesses. It includes a budget range selector with Indian currency brackets (Under ₹10,000, ₹10,000–₹50,000, ₹50,000–₹1,00,000, Above ₹1,00,000).
Embedding forms
Forms can be used in two ways:
- Storefront page — each form has a public URL at
/forms/your-slugon your storefront - Page builder widget — embed the Contact Form widget on any page using Workfile Canvas
Tracking submissions
Each form tracks:
| Metric | Description |
|---|---|
| Views | How many times the form was loaded |
| Submissions | How many times it was submitted |
| Conversion rate | Submissions ÷ Views as a percentage |
Go to Forms → [form name] → Submissions to see all responses with timestamps and field data.
Leads
When a form's purpose is Lead capture, submissions automatically create entries in the Leads dashboard. Leads show:
| Field | Example |
|---|---|
| Name | Vikram Reddy |
| vikram@example.com | |
| Phone | +91 87654 32109 |
| Source | Quote Request form |
| Date | 8 Apr 2026 |
| Status | New |
Lead fields are auto-populated from form submissions using the Map to field setting. Map your form's name, email, and phone fields to the corresponding lead fields for automatic data flow.
Newsletter subscribers
When a form's purpose is Newsletter, submissions add to your Subscribers list. View all subscribers from the Subscribers page in the sidebar.
Subscribers can also sign up through the Newsletter widget in the page builder — a standalone email signup form you can place on any page.
Form actions
From the forms list, you can:
| Action | Description |
|---|---|
| Edit | Modify form fields and settings |
| View submissions | See all responses |
| Activate/Deactivate | Toggle whether the form accepts submissions |
| Duplicate | Create a copy of the form |
| Delete | Remove the form and all its submissions |
Duplicate a working form to create variations — like a "Contact Us" form for your homepage and a "Get a Quote" form for your services page, each with slightly different fields.