Build a Form

Use this guide when a page needs to collect structured visitor input such as contact requests, demo requests, quote inquiries, or application details.

Before You Start

Clarify the workflow first:

• What is the exact outcome this form supports?
• Who receives or handles the submission?
• What information is truly required to act on it?

A good form starts with a clear business purpose, not with a long list of possible fields.

Recommended Workflow

1. Identify the exact workflow the form supports
2. Create the Form
3. Add only the fields required to process the request
4. Write a clear submit label and success message
5. Embed the form inside a suitable Component
6. Test the visitor experience from start to finish
7. Confirm the internal handoff is ready before launch

Good Form Design Rules

• keep the first interaction simple
• ask only for information the team will actually use
• match the form to the context of the page
• make the next step after submission clear
• keep the form aligned with one workflow, not many

Typical Use Cases

• contact forms
• demo request forms
• quote request forms
• consultation booking interest forms
• lead capture on campaign pages

Common Mistakes

• building one large form for many unrelated cases
• collecting data the team never uses
• making too many fields required
• placing the form on a page where the offer is still unclear
• launching before testing notification and handling steps

Final Check Before Launch

• Is the form tied to one clear business action?
• Are all fields necessary?
• Does the page explain why the visitor should submit?
• Is the submit action clear?
• Has the full submission path been tested?

Related

• Form Guide
• Component Guide
• Publish a Page