Website & forms
Build a form
Build an enquiry form that adds leads, or a survey — with a live preview.
The steps at a glance
Step 1 of 5
In the menu on the left, tap Forms & surveys. On a phone, tap the ☰ menu button at the top first.
Menu Payments Loyalty Reviews Forms & surveys Landing pages Reports Social Tap New form and pick a starting point.
companyflowhq.com/forms CompanyFlowHQ Payments Loyalty Reviews Forms & surv… Landing pages Reports Social Forms & surveys Search ⌘K New form New form or survey Pick a starting point. Forms & surveys New form New form or survey Pick a starting point. In Questions, tap Add a question. Choose the Answer type and tick Required if needed.
companyflowhq.com/forms CompanyFlowHQ Payments Loyalty Reviews Forms & surv… Landing pages Reports Social Forms & surveys Search ⌘K Questions Settings Share Responses Add a question Answer type Pick one Forms & surveys Questions Settings Share Responses Add a question Answer type Pick one In Settings, set the Send button text and Thank-you message. Keep Add new people as leads on for enquiry forms.
companyflowhq.com/forms CompanyFlowHQ Payments Loyalty Reviews Forms & surv… Landing pages Reports Social Forms & surveys Search ⌘K Questions Settings Share Responses Add new people as leads Forms & surveys Questions Settings Share Responses Add new people as leads Tap Save, then switch on Form is live.
companyflowhq.com/forms CompanyFlowHQ Payments Loyalty Reviews Forms & surv… Landing pages Reports Social Forms & surveys Search ⌘K Save Form is live Forms & surveys Save Form is live
✅ How do I know it worked?
- Open the form link, send a test, and see it under Responses (and in Leads).
⚠️ Common mistakes
Problem“You have unsaved changes.”FixTap Save so people see the latest version.
Problem“Only owners, admins and managers can change forms.”FixAsk one of them to edit the form.
