Building a form

You can customize your form exactly as you wish, with many question types and actions available. This article reviews those options and explains how to route visitors through them strategically. 

Interaction options


You can drag and drop your chosen interactions into your form from the Interaction section on the right (if you click an interaction, it will add to the bottom of the form). They will be routed according to the rules you configure (see below). 

Figure 1: Add interaction 

Question types 

Questions require the visitor to respond before continuing the form. 

You can choose from various question field types: 

  • Single select: Multiple answer options. The visitor can only select one answer.
  • Multi select: Multiple answer options. The visitor can select one or more answers.
  • Text question: Let the visitor answer in their own words
  • Email: Request the visitor's email address. 
  • Phone: Request the visitor's phone number.  


Actions cause something to happen when the visitor reaches that interaction. This could be something they see or something only your users see, hidden from the visitor, depending on the action. 

Action types

  • Schedule: Offer them to schedule with you, without leaving the form. You can offer scheduling to everyone or only route qualified visitors to this action. Learn more about offering scheduling
  • Email alert: Send an internal email alert, invisible to your visitor, when they reach a specific part of the form. You can alert people on your team about qualified visitors who answer in a specific way. Learn more about receiving email alerts
  • Contact status: Indicate a status (Qualified, Marketing qualified, Sales qualified, or Disqualified) for the contact so you can set other processes in motion on your end based on that status. You can also use this data to optimize your interaction flow, determining the efficiency of your campaigns. 
  • Sync contact: After you've qualified them to a certain point, sync this contact to your connected CRM. Learn more about contact fields
  • End: End the engagement completely. Your form will not send any more interactions. You cannot route the End action to another interaction.
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