🧾 Contact Forms & Lead Capture

Vaasu Guduguntla

Last Update hace 21 días

 

🧾 What Are Contact Forms?

TalleFlow Contact Forms let you collect visitor info straight from your website—no coding required. Built using our drag-and-drop editor, they're fully customizable, mobile-ready, and feed leads directly into your Contacts page.

Use them to capture:

  • Inquiries from your website
  • Client onboarding details
  • Interest in specific services
  • Newsletter sign-ups or project requests.

🎨 Creating a Contact Form

Steps to Build:

  1. Go to Contact Forms > Create Contact Form
  2. Choose Start From Scratch or From Existing Design
  3. Drag and drop the Form block into your layout
  4. Start adding questions by choosing or creating fields

🧩 Available Fields (Drag-and-Drop)

TalleFlow's form tool supports all essential inputs:

  • Email — Collect contact email (required by default)
  • First Name — First name of the client/lead
  • Last Name — Last name of the client/lead
  • Phone Number — For follow-up calls or texts
  • Project Date — The date of the project, service, event, etc. This helps you visualize and figure out your schedule.
  • Project Description — This is the description and details of the project.
  • Project Type — This allows you to categorize what kind of project it is. This maps directly to your project where you can filter, set automations, and more.

🛠️ Add Custom Fields

  1. Click on the Form block
  2. In the properties panel, go to Fields > Select… > Add New Field
  3. Define:
    • Field Name (used internally by TalleFlow)
    • Field Label (what the client sees)
    • Placeholder Text (example text in the input)
    • Required Field toggle
  4. Match form colors to your branding using the styling panel

    🌍 Embedding & Publishing

    Once your form is built:

    • Click the ⋮ menu (3 dots) in the top-right corner
    • Choose "Embed" to generate an HTML embed code
    • Paste it into your website
      • To learn more on embedding instructions, see "How to Embed Your TalleFlow Contact Form on Your Website".

    🧠 Smart Form Features

    Required Fields — Ensure important info is captured
    🔘 Radio Buttons — Choose one option
    ☑️ Checkboxes — Choose multiple options
    📋 Dropdown Menus — Clean lists of options
    📅 Date Pickers — Let clients choose a date
    📁 File Uploads — Upload photos, docs, or briefs
    Ratings — Collect 1–5 ratings or urgency.

    All forms are:

    • Mobile-optimized
    • Spam-protected

    🔄 Lead Flow & Automation

    TalleFlow automatically processes incoming form submissions:


    📥 New Contact and Project Created instantly
    🏷️ Tags Applied based on form type or answers
    🔔 Real-Time Alerts for your team
    📧 Auto-Responders send confirmation emails.

    📌 Best Practices for Placement

    Where you add your form makes a big difference:


    🏠 Homepage: Grab attention early
    📄 Contact Page: The obvious go-to
    📱 Sidebar Widgets: Always visible
    📚 Blog Posts: Turn readers into leads
    🎯 Landing Pages: Campaign-specific targeting.

    🧭 Learn More

    • Questionnaire Responses
    • How to Embed Contact Forms.

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