Forms & Lead Generation

Website Forms

Adding a Form

1. In Edit mode, drag the Form snippet onto the page.
2. Pre-built form templates: Contact Us, Newsletter Signup, Request a Quote.
3. Configure form fields (name, email, phone, message, dropdown).
4. Set Submit Action:

• Create a CRM Lead.
• Send an Email.
• Redirect to a Thank You page.
• Subscribe to a mailing list.

Spam Protection

Go to Website > Configuration > Settings > Website Forms.

• Enable reCAPTCHA (requires Google reCAPTCHA keys).
• Set Email Domain Blacklist to block spam domains.
• Enable Honeypot – Hidden field bots fill but humans don't.

Form Submissions

Go to Website > Configuration > Forms. View all submissions with timestamps and field values. Export to CSV. Each submission can create a CRM lead automatically.

Live Chat Widget

Add the Live Chat snippet or enable it site-wide in Website Settings to let visitors start a real-time conversation instead of filling a form — see the Discuss course's "Setting Up Live Chat" article for operator-side configuration.