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Website & forms

Build a form

Build an enquiry form that adds leads, or a survey — with a live preview.

Where to find it: Menu → Forms & surveys For everyone 6 min

The steps at a glance

1Open Forms &surveys2New form3Questions4Settings5Go live
Step 1 of 5
  1. In the menu on the left, tap Forms & surveys. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/formsCompanyFlowHQPaymentsLoyaltyReviewsForms & surv…Landing pagesReportsSocialForms & surveysSearch ⌘KMenuPaymentsLoyaltyReviewsForms & surveysLanding pagesReportsSocial
  2. Tap New form and pick a starting point.

    companyflowhq.com/formsCompanyFlowHQPaymentsLoyaltyReviewsForms & surv…Landing pagesReportsSocialForms & surveysSearch ⌘KNew formNew form or surveyPick a starting point.Forms & surveysNew formNew form or surveyPick a starting point.
  3. In Questions, tap Add a question. Choose the Answer type and tick Required if needed.

    companyflowhq.com/formsCompanyFlowHQPaymentsLoyaltyReviewsForms & surv…Landing pagesReportsSocialForms & surveysSearch ⌘KQuestionsSettingsShareResponsesAdd a questionAnswer typePick oneForms & surveysQuestionsSettingsShareResponsesAdd a questionAnswer typePick one
  4. In Settings, set the Send button text and Thank-you message. Keep Add new people as leads on for enquiry forms.

    companyflowhq.com/formsCompanyFlowHQPaymentsLoyaltyReviewsForms & surv…Landing pagesReportsSocialForms & surveysSearch ⌘KQuestionsSettingsShareResponsesAdd new people as leadsForms & surveysQuestionsSettingsShareResponsesAdd new people as leads
  5. Tap Save, then switch on Form is live.

    companyflowhq.com/formsCompanyFlowHQPaymentsLoyaltyReviewsForms & surv…Landing pagesReportsSocialForms & surveysSearch ⌘KSaveForm is liveForms & surveysSaveForm 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.

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