Contact and Registration Forms and Surveys

How to create a contact form

Quick answer: Go to Sites → Forms, click + Add Form, drag in the fields you want, set up notifications and what happens after submission, then save.

Step-by-step

1. Open the form builder

1. Click Sites in the main menu.
2. Click Forms in the secondary navigation.
3. Click + Add Form.

You can start from scratch with a blank form or pick one of the built-in templates as a starting point. Templates are useful for common use cases — pick the closest match and adjust.

2. Add fields

The form builder shows two panels: the form preview in the middle, and the Form Elements panel on the side with all available field types. To add a field, drag it from the Form Elements panel onto your form.

Common fields to add for a contact form:

• Full Name (or First Name and Last Name as separate fields)
• Email
• Phone
• Message (a multi-line text field for the visitor's question)

You can also add any custom fields your school tracks — for example, "Grade Level Interested In", "How did you hear about us?", or a dropdown of programs.

Rearrange fields by dragging them. Click any field to edit its settings (label, whether it's required, help text, etc.).

3. Configure what happens after submission

Click the Settings tab in the form builder. You have three main choices for what happens when someone submits the form:

• Show a thank-you message — type the message you want them to see. Best for inline forms on a webpage.
• Redirect to another page — enter a URL. Best when you want to send them to a dedicated thank-you page on your website.
• Trigger a workflow or automation — fire off an automated email, add a tag, create a task for your admissions team, etc. This is in addition to the message or redirect.

4. Set up notifications

In the Settings tab, you can configure:

• Notification to you — get an email every time the form is submitted. Useful for admissions inquiries that need fast follow-up.
• Notification to the submitter — auto-acknowledge the visitor with a confirmation email.

5. (Optional) Adjust the form's appearance

Click the Styles tab to adjust background color, text color, spacing, button style, and other visual settings. You can also toggle Full Width for responsive design.

For deeper theming options, see the article on styling and theming forms and surveys.

6. Save the form

Click Save Form in the top right when you're satisfied.

7. Get the embed code

To put the form on your website, click Integrate Form (or the Integrate tab) and copy the embed code. See the article on embedding forms on your website for platform-specific instructions.

Tips

• Keep contact forms short. Every field you add reduces the completion rate. For an inquiry form, name + email + question is usually enough.
• Test your form by submitting it yourself before sharing the link. Confirm the data lands in Contacts and any automation fires correctly.
• If a custom question you ask isn't saving to the contact record, it's because there's no matching custom field. Create the field in Settings → Custom Fields first, then map the form question to it.

Related articles

• Common school forms and what to put on each
• Form and survey field types
• Embedding forms on your website
• How form and survey responses connect to family records