Creating Forms & Collecting Leads

The Forms feature allows you to create customized forms to collect leads from potential clients. These forms help you gather essential information and automatically convert submissions into actionable requests.

Creating a Form

To get started:

1. Open the Forms section

2. Create a new form

Each form includes essential fields by default:

• Name

• Email address

• Phone number

• Address

These fields ensure you can quickly identify and contact new leads.

Adding Custom Questions

You can customize your form by adding additional fields based on the information you need.

Available field types include:

• Checkbox – Allows users to select one or multiple options

• Short answer – Ideal for brief responses such as job type or estimated budget

• Long answer – Used for detailed descriptions

• Dropdown – Lets users select one option from a predefined list

This flexibility ensures you collect relevant and structured information.

Sharing Your Form

Once your form is ready, you can share it in two ways:

Direct Link

• Copy the form link

• Add it to ads, social media posts, emails, or messages

• Redirect users directly to the form

Embed Code

• Copy the embed code

• Add it directly to your website

• Send it to your developer if needed

This allows you to integrate lead collection seamlessly into your marketing channels.

What Happens After Submission

When someone submits a form:

• You receive an automatic notification

• A new request is created inside SolvGo

This ensures you can follow up quickly and efficiently.

Customizing Form Appearance

You can customize the visual style of your forms to match your brand.

To do this:

1. Go to Business Management

2. Open Branding

From there, you can select:

• A main color

• A background color

This keeps your forms consistent with your company identity.

With Forms, you can easily collect leads, organize inquiries, and turn potential clients into confirmed jobs.