🧾 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:
- Go to Contact Forms > Create Contact Form
- Choose Start From Scratch or From Existing Design
- Drag and drop the Form block into your layout
- 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
- Click on the Form block
- In the properties panel, go to Fields > Select… > Add New Field
- Define:
- Field Name (used internally by TalleFlow)
- Field Label (what the client sees)
- Placeholder Text (example text in the input)
- Required Field toggle
- 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.
