Forms let you collect visitor information — name, email, phone, and more — directly on your funnel pages. When a visitor submits a form, a new contact record is created in the CRM automatically.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.
How forms work
A form is a reusable object you create once in CRM → Forms and then reference on any funnel page. The form definition (its fields, layout, and style) lives in the CRM. The Form component in the site editor embeds it on a page. This separation means you can update a form’s questions in one place and have those changes reflected everywhere the form is used.Adding a form to a page
Create the form in the CRM
Go to CRM → Forms and create a new form. Add the questions you want to collect, then save.
Open the page in the site editor
In the funnel canvas, click the page where you want to embed the form to open its editor.
Drag in the Form component
In the left panel, find Form under the Conversion Blocks category. Drag it onto the canvas and drop it in position.
Select your form
With the Form component selected, open the Content tab in the right panel. Use the Form picker to choose the form you created in the CRM.
Form field types
When building a form in CRM → Forms, you can add the following question types:| Field type | Description |
|---|---|
| Name | A single-line text input that is saved to the CRM contact’s name fields. |
| Short text | A single-line text input. Use for company names, job titles, or short free-form answers. |
| Long text | A multi-line text area. Use for messages, notes, or detailed responses. |
| A text input with email format validation. Required for contact creation. | |
| Phone | A text input that validates a 10-digit phone number. |
| Number | Accepts numeric input, including decimals. |
| Currency | Accepts a dollar amount with up to two decimal places. |
| Single select | Radio-button style — the visitor picks one option from a list you define. |
| Multiple select | Checkbox style — the visitor picks any number of options from a list. |
| Dropdown | A select menu — the visitor chooses one option from a dropdown. |
What happens on submission
When a visitor submits a form:- The answers are validated client-side (required fields, email format, phone length).
- A contact record is created or updated in the CRM with the submitted data.
- The visitor is redirected according to the On submit setting you configured:
- Next funnel step — automatically advances to the next page in the funnel sequence.
- Send to page — redirects to a specific page you choose.
- Custom URL — redirects to any URL you specify.
- If no redirect or next funnel step resolves, the visitor sees the form’s built-in Submission page.
Submission page
Every form includes a Submission page by default. It appears in the same page dropdown as your question pages in the form layout editor. You can rename and design it like the rest of the form, but it cannot be deleted or duplicated. The Submission page is only shown after a successful submit when the form has nowhere else to send the visitor. If the Form component’s On submit behavior routes to a custom URL, a specific page, or a resolved next funnel step, that route takes precedence.If a visitor has partially filled out a multi-page form and returns to the same page, their progress is restored from browser storage so they do not have to start over.
Multi-page forms
A form can span multiple question pages (steps). In CRM → Forms, add pages to break a long form into shorter sections. In the editor, the Form component renders navigation buttons (Back, Next, and Submit) automatically. Visitors move through each question page in sequence; all answers are submitted together at the end. The built-in Submission page is not part of the question sequence.Custom submit buttons
By default, the Form component owns its action buttons so single-page and multi-page forms work without extra setup. If a form design needs custom submit or step navigation CTAs, configure those buttons in the form layout editor. Buttons placed directly on a site page stay focused on page navigation and do not expose form actions.Reusing forms across pages
Because forms are created centrally in CRM → Forms, the same form can be embedded on multiple pages across different funnels. To reuse a form:- Open the target page in the site editor.
- Add a Form component and select the existing form from the picker in the properties panel.
