Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Sites → Forms → Add Form
Step by step
- 01
Open Sites, choose Forms, Surveys or Quizzes, then start from a template or blank canvas.
- 02
Add only the fields needed for the next step in your process.
- 03
Configure the submission action, notification recipients and thank-you destination.
- 04
Apply your brand styles and check the layout at phone width.
- 05
Submit a real test and confirm the contact record, attribution and automation all update correctly.
TalkTuit tips
Small details that make this work better
- Shorter forms usually receive more completions.
- Use multi-step layouts for longer qualification flows.
- Enable save-and-resume when a multi-step form requires thoughtful answers.
Was this guide useful?Help us keep the knowledge base sharp.