The Copper website form allows you to capture visitors' information so you can nurture those new relationships in Copper.

This article walks you through creating a form that will create People in Copper. If your company is using Leads, you can create a form that will create Leads in Copper.

This article will walk you through creating a Contact capture form, including:

When you access the forms builder for the first time, you will see some information about the feature, as well as a primary action to Create Form.

Once you've selected Create Form, you will be taken to our forms builder.

Form responses will create People records in Copper and Activities for those People.

Contact Type will default to Potential Customer, but you can select any Contact Type.

You can also assign an Owner for new contacts created from form submissions. Based on the user's notification preferences, they will receive notifications for these form submissions.

Copper's contact form is pre-configured with the fields you need to start collecting information from website visitors. You can add your own fields, relabel fields, rearrange fields, and customize the text on other form elements.

As you make your changes on the left, they will be reflected in the Preview panel on the right.

You can add most of your existing Copper fields to the contact form. For a list of fields and field types that cannot be added to forms, please see this help article.

To add or remove fields on the form, click Add Existing Fields as shown below.

From the Choose fields modal, you can add fields by checking the boxes next to the field(s) and clicking Update Selection. In my examples below, I'm going to remove the Message field and then add and customize the Inquired Services field.

For more information on which fields you can add to the form, how they behave on the web, and how the responses update data in Copper, please see this help article.

If you uncheck a box, it will also remove the field from the form.

Once the field is on your form, hover over it to see additional customization options, as shown below.

From here, you can:

This powerful feature allows you to control the display label of a field on your form without changing its name in Copper, ensuring a smooth user experience for both prospects and staff.

In the example below, I've renamed the Inquired Services field to "How can we help?"

You're able to see that the field labeled "How can we help?" is mapped to the field named Inquired Services. You're able to see these field mappings for each field on the form.

Relabeling a field on the form is cosmetic only and does not impact the field name in Copper. The activity created from form responses will also display the field name and not the form label. This ensures your prospects and staff each see the right terminology.

We recommend you limit the number of fields on your form. Adding too many fields can cause friction and overwhelm your potential customers. The preview panel will update as you add fields, so you'll be able to see how the form will look to your website visitors.

The form and widget come pre-configured, but you can customize the text and styling of the elements. In the Build step, you customize the text displayed in these elements.

Hover over these elements to see additional customization options, as shown below.

The Form Header text customization is the first field on your form in the form builder. The Form Buttons text customizations are located at the bottom of the form builder, below your fields.

When the form is submitted, a pre-configured "thank you" message appears. You can customize the text of this message to use your brand voice.

In the Build tab, scroll down to the success message and click into the text element you would like to customize. You will see your changes reflected in the preview on the right.

Strike while the iron is hot and add a call-to-action (CTA) to your success message.

The form comes pre-configured, but you can make several styling changes to the form and widget to match your brand. As you make your changes on the left, they will be reflected in the Preview panel on the right.

Based on your website's design and layout, select a placement where you believe visitors are most likely to notice it and where it will not overlap any important elements like Calls-to-Action or menu items.

When you click the Publish tab in the form builder, you will see options to add the form to your website as well as a preview of what the activity will look like in Copper when a response is submitted.

Be sure you've saved your changes by clicking the purple Save and Publish button at the bottom of the form builder.

For Squarespace or WordPress sites, check out our step-by-step installation guide.

Copper keeps you informed with real-time updates when a form is submitted. There are several ways that form responses appear in Copper, including:

In Copper, People are uniquely identified by their email address.

If someone fills out the form on your website and provides an email address that is not an exact match to the work email of an existing Person, Copper will create a new Person record, create a new Company, associate the Person to the Company, and log an activity for that Person.

If someone fills out the form on your website and provides an email address that is an exact match to the work email of an existing Person in Copper, a duplicate Person record will not be created. Instead, Copper:

If someone fills out the form on your website and provides an email address that is not an exact match to the work email of an existing Person but whose email domain is a match with an existing company, Copper will create a new Person, relate them to the Company, and log an activity for that Person.

Form responses will create activities with type = Form. A form response also:

Form activities display:

To see all form responses, you can create a List (saved filter) based on the new Activity Type.

You can further refine your List by filtering on Contact Type as well. For example, if you have chosen to have form submissions from new persons created as "Potential Customers" in Copper, then a List that is filtered by Contact Type = Potential Customers and Activity Type = Forms would give you a List of all form submissions from new persons.

For more information on filtering, check out our article on filtering records.

Professional and Business customers can automatically respond to these new inquiries with an email automation based on a List (saved filter) of form responses.

Have a question? Contact our Customer Success Team using the in-app chat 💬

Have a suggestion? Check out the Ideas board in our Community 👥