Create Forms

Create a New Form

Summary: Build custom lead capture forms to collect information from potential clients and automatically add them to your growlio CRM.

Overview

Lead forms are powerful tools for capturing potential customers on your website, social media, or marketing campaigns. With growlio's form builder, you can create beautiful, branded forms that automatically feed new leads into your CRM system. No coding required—just drag, drop, and customize.

Prerequisites

  • An active growlio account
  • Basic understanding of what information you want to collect from leads
  • A place to publish your form (website, social media, email campaigns)

How to Create a New Lead Form

Step 1: Navigate to the Forms Page

Click Forms in the main navigation menu under the Business section. This opens your lead forms dashboard showing all existing forms.

Step 2: Click "Add New Form"

In the top-right corner, click the blue Add New button. growlio redirects you to the form builder page where you'll create your form.

Step 3: Name Your Form

At the top of the form builder, enter a descriptive name for your form:

  • "Website Contact Form"
  • "Free Consultation Request"
  • "Project Quote Request"
  • "Newsletter Signup"

The name is internal and helps you identify the form in your dashboard.

Tip: Use descriptive names that clearly indicate the form's purpose and where it's published. This helps when analyzing form performance later.

Step 4: Add Form Fields

Build your form by adding fields from the field library:

Basic Fields:

  • Text Input: Single-line text for names, companies, job titles
  • Email: Automatically validates email format
  • Phone: For contact numbers
  • Text Area: Multi-line text for messages or descriptions

Selection Fields:

  • Dropdown: Single selection from predefined options
  • Radio Buttons: Visible single selection options
  • Checkboxes: Multiple selection options
  • Multi-Select: Dropdown with multiple selection capability

Specialized Fields:

  • File Upload: Allow users to attach documents or images
  • Date Picker: For scheduling or delivery dates
  • Number: Numeric inputs with optional min/max values

To add a field:

  1. Click or drag the field type from the left sidebar
  2. Drop it where you want it in your form preview
  3. Configure the field settings in the right panel

Step 5: Configure Field Settings

For each field you add, customize the settings:

Field Label: The text users see above the field

Placeholder Text: Hint text inside the field (e.g., "Enter your email")

Required: Toggle whether the field must be filled

Validation Rules: Add email, URL, or custom validation

Default Value: Pre-populate with common answers

Help Text: Additional guidance below the field

Tip: Mark only truly essential fields as required. Long forms with too many required fields have higher abandon rates.

Step 6: Organize Form Structure

Arrange your form logically:

Start with easy fields: Begin with name and email to build momentum

Group related fields: Put similar information together (contact info, project details, etc.)

Order by importance: Put critical fields first in case users don't complete the form

Drag and drop fields to reorder them. The form preview updates in real-time.

Step 7: Customize Form Styling

Click the Styling tab to match your brand:

Colors:

  • Primary color for buttons and accents
  • Background color
  • Text colors

Button Customization:

  • Button text (e.g., "Submit," "Get Started," "Request Quote")
  • Button size and styling

Tip: Use your brand colors and fonts to create a seamless experience from your marketing to your form.

Step 8: Configure Form Settings

Click the Settings tab to set up form behavior:

Submission Settings:

  • Success Message: What users see after submitting
  • Redirect URL: Send users to a thank-you page
  • Email Notifications: Get notified when forms are submitted

Lead Mapping:

  • Map form fields to lead fields in your CRM
  • Set default lead status for new submissions
  • Assign default lead source

Privacy and Compliance:

  • Add GDPR consent checkbox
  • Include privacy policy link
  • Set data retention preferences

Anti-Spam:

  • Enable hCaptcha or reCAPTCHA
  • Add honeypot fields
  • Implement rate limiting

Tip: Always include a GDPR consent checkbox for forms targeting European audiences. This builds trust and ensures compliance.

Step 9: Preview Your Form

Click the Preview button to see how your form looks to users:

  • Test all fields and interactions
  • Verify validation works correctly
  • Check mobile responsiveness
  • Ensure styling looks good

Make adjustments as needed, then preview again.

Step 10: Publish Your Form

Once satisfied with your form:

  1. Click the Publish button in the top-right
  2. Choose your publishing method:

Embed Code: Copy the embed code to add to your website

Shareable Link: Get a direct URL to the hosted form

QR Code: Generate a QR code for offline marketing

WordPress Plugin: Use the growlio WordPress integration

The form status changes from Draft to Published, and it's now live and collecting leads.

Form Submission Management

After publishing, monitor form performance:

View Responses: See all submissions with timestamps and data

Export Data: Download submissions as CSV for analysis

Auto-Lead Creation: Submissions automatically create leads in your CRM

Response Notifications: Receive instant email alerts for new submissions

Tips and Best Practices

Keep forms short: Every extra field reduces conversion rates. Only ask for information you truly need.

Use progressive disclosure: For long forms, break into multiple steps or use conditional logic to show fields based on previous answers.

Optimize for mobile: Over 50% of form fills happen on mobile. Test thoroughly on phones and tablets.

Add clear CTAs: Your button text should clearly state what happens when clicked. "Get My Free Quote" converts better than generic "Submit."

Use smart defaults: Pre-populate fields when possible to reduce friction. Set sensible defaults for dropdowns and selections.

A/B test your forms: Try different field orders, labels, and designs to optimize conversion rates.

Include social proof: Add testimonials or trust badges near the form to increase credibility.

Troubleshooting

Issue: My form isn't capturing submissions.

Solution: Verify the form status is set to "Published" (not Draft or Inactive). Check that the embed code is correctly installed on your website. Test the form yourself and check your spam folder for submission notifications.

Issue: Form submissions aren't creating leads in my CRM.

Solution: Check your form's lead mapping settings. Ensure required fields (Name and Email) are mapped correctly. Verify your CRM integration is active and authenticated.

Issue: My form looks broken or styling isn't applying.

Solution: If using embed code, check for CSS conflicts with your website. Try using an iframe embed instead of inline embed. Ensure you've copied the complete embed code without truncation.

Issue: Users report they can't submit the form.

Solution: Check if required fields are clearly marked. Verify validation rules aren't too strict (e.g., phone number format). Test with different browsers and devices to identify browser-specific issues.

Issue: I'm getting spam submissions.

Solution: Enable CAPTCHA in form settings. Add honeypot fields to catch bots. Implement rate limiting to prevent automated submissions. Consider making the form only accessible to logged-in users if appropriate.

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