User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Web Forms

How to create a form

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Last updated 4 years ago

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To create a new form, you can follow these steps:

Step 1: On the "Forms" page, click the "Create a new form" button.

Step 2: Name the form and press the "Create" button.

Step 3: Select the information fields you want the user to provide, the fields include:

  • First name

  • Last name

  • Phone

  • Gender

  • Birthday

  • Job title

  • Industry

  • Address

  • City

  • Region

  • Postal code

  • Country

  • Time zone

  • Facebook

  • Twitter

  • Linkedin

Step 4: Customize form components, customizable components include:

  • Required ?: When this button is enabled, users will not be able to ignore this information field.

  • Label: the title of the information field.

  • Placeholder: provides additional information for users, helping them know what data to enter.

  • Description: Describes the information field.

Step 5: After completing the information fields and customizing the components of the form, press the "Publish" button, a message "Template has been published successfully" will confirm your form has been created.