> ## Documentation Index
> Fetch the complete documentation index at: https://docs.figfunnels.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms

> Create reusable lead capture forms to embed in your funnel pages.

## What are forms?

Forms are configurable lead capture components that collect visitor information and automatically create contacts in your CRM. When a visitor submits a form embedded in one of your funnel pages, Fig creates a contact record with the submitted data and records the submission against that contact for future reference.

Forms are reusable — build a form once in the CRM and embed it across multiple funnel pages.

## Creating a new form

<Steps>
  <Step title="Go to Forms">
    Navigate to **CRM → Forms**.
  </Step>

  <Step title="Click New form">
    Select **New form** in the toolbar.
  </Step>

  <Step title="Name your form">
    Give the form a descriptive name. This name is internal — it appears in the CRM and the site editor's form picker, but not to visitors.
  </Step>

  <Step title="Add and configure fields">
    Use the form builder to add the fields you want to capture. See [Form fields](#form-fields) below for details.
  </Step>

  <Step title="Save">
    Click **Save**. The form is now available to embed in your funnel pages.
  </Step>
</Steps>

## Form fields

Each field in a form has the following configuration options:

| Option          | Description                                                         |
| --------------- | ------------------------------------------------------------------- |
| **Type**        | The input type (see field types below).                             |
| **Label**       | The visible label shown to visitors.                                |
| **Placeholder** | Optional hint text shown inside the input before the visitor types. |
| **Required**    | Whether the visitor must fill in this field to submit the form.     |

You can drag fields to reorder them, and remove any field using the delete icon next to it.

### Field types

<AccordionGroup>
  <Accordion title="Name">
    A single-line text input for a respondent's name. The value is mapped to the contact's name fields in the CRM.
  </Accordion>

  <Accordion title="Text">
    A single-line text input for short answers such as a company name or job title.
  </Accordion>

  <Accordion title="Email">
    An email address input with built-in format validation. Use this for any email capture field — the value is mapped to the contact's primary email in the CRM.
  </Accordion>

  <Accordion title="Phone number">
    A phone number input. The value is mapped to the contact's phone field in the CRM.
  </Accordion>

  <Accordion title="Dropdown">
    A select menu that lets visitors choose one option from a predefined list. Add the options you want to offer when configuring the field.
  </Accordion>

  <Accordion title="Checkbox">
    A single boolean checkbox — useful for consent fields, opt-ins, or yes/no questions.
  </Accordion>
</AccordionGroup>

<Tip>
  Always include at least one email or phone field. Fig requires either an email or phone number to create a contact record when the form is submitted.
</Tip>

## Embedding a form in a funnel page

<Steps>
  <Step title="Open the site editor">
    Navigate to your funnel, then open the page you want to edit in the site editor.
  </Step>

  <Step title="Add a form block">
    In the editor's block library, find the **Form** block and drag it onto the page canvas.
  </Step>

  <Step title="Select your form">
    In the block settings panel, use the **Form** dropdown to select the form you created. The block renders a live preview of your form fields.
  </Step>

  <Step title="Publish the page">
    Save and publish the page. The form is now live and ready to capture submissions.
  </Step>
</Steps>

<Note>
  The same form can be embedded on multiple pages. Any updates you make to the form in **CRM → Forms** are reflected everywhere the form is embedded.
</Note>

## How form submissions create contacts

When a visitor submits a form on your funnel page:

1. Fig creates a new contact record (or updates an existing one if the email matches).
2. The submission is stored against the contact and visible on their detail page under the **Forms** tab.
3. Any workflow nodes triggered by a form submission (such as **Add to Group** or notification actions) run automatically.

## Viewing form submissions on a contact

Every form submission a contact has made is visible on their detail page:

1. Open a contact from **CRM → People**.
2. Click the **Forms** tab.
3. Each submission shows the form name, submission date, and the answer to every field in that submission.

This gives you a full record of what each lead submitted across all your funnels.