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How to build an embeddable contact form?

Learn how to build a contact form to funnel leads from your site directly to Inly

Written by Inly Team

A contact form lets potential clients reach out to you directly from your website. When someone submits it, their info lands in Inly as a new lead — ready for you to follow up or turn into a proposal.

1. Go to your Projects, then click Contact Forms.

2. Click "New Contact Form" to create a new one or click on an existing form to edit one you have already created.

3. Add fields to you Contact Form by dragging and dropping them from the side panel into the workspace.

4. Full name and Email fields are required. All other fields are optional. You can use our wide variety of available fields to replicate and build on your existing Contact Form.

5. You can customize the font and colors of your Contact Form to match your website themes.

6. To edit one of the fields in your form, click on the field to open a side bar on the left. This provides numerous options for customizing the different fields. You can also remove the field if you decide you don't need it.

7. You can click Copy Embed to get the code to put in your site. If you want to share the Contact Form directly, you can click Share and Copy Link.

8. There are numerous options for customizing question fields in your Contact Form.

  • Checkbox - enables selection of one or multiple options

  • Radio button - enables selection of only one option

  • Single line text - a good option for a text-based question and response

  • Dropdown - enables selection of only one option

  • Paragraph text - another option for a text-based question and response

  • Date picker - gives the person filling out the Contact Form the option to pick a date from a calendar

  • Dollar amount - you can ask a question and have the responder answer with a dollar amount

  • Image - insert an image with text if you want

  • Text block - good for writing out a message to potential clients

  • Checkboxes with quantity - enables selection of one or multiple options with associated quantities

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