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Website Contact Form Setup Guide

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11 December 2025
CRMWebsite integrationEnquiries

Before You Start

Before creating your contact form, you must complete the following two steps.

Step 1: Set Up Your Enquiries Pipeline

What It Does


Your contact form needs an Enquiries Pipeline to function.
This pipeline organises enquiries submitted from your website.

Steps

  • Go to Enquiries in the main menu.

  • Click Create Pipeline.

  • Give your pipeline a name (e.g., Website Enquiries).

  • Add at least one stage (e.g., New, In Progress, Completed).

  • Click Save Pipeline.

Tip: You only need one stage to get started. You can add more stages later.

Step 2: Set Your Company Email

What It Does


This ensures you receive email notifications whenever someone submits your form.

Steps

  • Go to Settings → Company Profile.

  • Enter your Company Email Address.

  • Click Save.

Setting Up Your Contact Form

Once you’ve completed the steps above, you're ready to build and customise your form.

Accessing the Form Builder

Steps

  • Go to Settings → Website Integration.

  • A live preview of your form will appear on the right as you make changes.

Form Content

What It Does


Controls the text, styling, and basic layout of your form.

Steps

  • Click Form Content to edit:

    • Heading — main title above the form (default: Contact Us)

    • Subheading — optional supporting message

    • Font Family — choose a font style (Arial, Helvetica, Georgia, etc.)

    • Layout Mode — adjust overall layout and alignment

    • Font Colours:

      • Heading Colour

      • Subheading Colour

      • Label Colour

Tip: Use the colour picker or enter a hex code (e.g., #000000 for black).

Form Behaviour

What It Does


Controls required fields and what happens after form submission.

Steps

  • Click Form Behaviour.

  • Configure the following:

    • Require Phone Number — make phone numbers mandatory (optional).

    • Action After Submission:

      • Show Success Message — display a custom thank-you message.

      • Redirect to URL — send visitors to a separate page.

    • Privacy Policy URL — optional but recommended for GDPR compliance.

    • Cookies Policy URL — optional.

    • Anti-Spam Protection:

      • Basic bot protection is included automatically.

      • Optionally enable hCaptcha (requires a free account). For more information, view our hCaptcha set up guide.

Submit Button

What It Does


Controls the look and text of your submit button.

Steps

  • Click Submit Button.

  • Customise:

    • Button Text (default: Submit)

    • Button Colour

Border & Radius

What It Does


Controls the shape and styling of the form and input fields.

Steps

  • Click Border & Radius.

  • Adjust:

    • Element Border Radius — rounding for inputs and buttons.

    • Form Container Border Radius — rounding for the overall form box.

    • Enable Drop Shadow — adds modern form shading.

Form Container

What It Does


Controls the styling of the form box.

Steps

  • Click Form Container.

  • Customise:

    • Background Colour

    • Border Colour

    • Border Width

Saving Your Form

Steps

  • Review the form preview on the right.

  • Make any adjustments needed.

  • Click Save Form Configuration.

  • Wait for the success message.

Adding the Form to Your Website

Once saved, the Embed Code section will appear.

Step 1: Copy the Embed Code

Steps

  • Scroll to the Embed Code section.

  • Click inside the code box to auto-select everything.

  • Copy the code using Ctrl+C (Windows) or Cmd+C (Mac).

  • Or click Copy Embed Code.

Step 2: Paste the Code Into Your Website

The exact process depends on your platform.

WordPress

  • Edit the page where the form should appear.

  • Add a Custom HTML block.

  • Paste the embed code.

  • Save and publish.

Squarespace

  • Edit the page.

  • Add a Code block.

  • Paste the embed code.

  • Save.

Wix

  • Edit the page.

  • Add an HTML element.

  • Paste the embed code.

  • Save.

Other Website Builders

Look for:

  • Custom HTML

  • Code Block

  • HTML Widget

  • Embed Code

Paste the code wherever you want the form to appear.

Step 3: Test Your Form

Steps

  • Visit the page where the form was added.

  • Submit a test enquiry.

  • Check the following:

    • Contacts → a new contact should appear.

    • Enquiries → the enquiry should be in your pipeline.

    • Company Email → you should receive a notification.

Making Changes to Your Form

You can update your form at any time.

Steps

  • Go to Settings → Website Integration.

  • Make your changes.

  • Click Save Form Configuration.

Note:
You do not need to update or replace the embed code — changes apply automatically.

Troubleshooting

The form doesn’t appear on my website

  • Ensure you copied the entire embed code.

  • Confirm your website platform supports HTML/JavaScript.

  • View your site in another browser.

I’m not receiving submissions

  • Confirm your company email in Settings → Company Profile.

  • Check your spam/junk folder.

  • Ensure your Enquiries Pipeline is set up.

The form looks different than the preview

  • Clear your website cache.

  • Ask your web developer if you're unsure how.

I need to move the form

  • Copy the embed code again.

  • Remove the old embed.

  • Paste the code in a new location.

Need Help?

If you need assistance, contact support and include:

  • Your website platform

  • The step you’re stuck on

  • Any error messages

Tips for Best Results

  • Keep it simple — start with basic settings and refine later.

  • Check mobile view — ensure the form looks good on phones.

  • Match your branding — use colours that suit your website.

  • Clear messaging — explain the purpose of the form clearly.

  • Add your Privacy Policy URL — recommended for GDPR compliance.

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