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Creating a website contact form
Creating a website contact form

Capture information from website visitors as Contacts in Copper

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Written by Copper Product
Updated over a week ago
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The Copper website contact form is a widget that overlays your company's website and allows you to capture visitors' information so you can nurture those new relationships in Copper.

Sample website with Copper widget

This article will walk you through creating a contact 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.

First time user experience creating a form

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

Form builder


Styling the form

The form comes pre-configured, but you can make several customizations to the Header, Fields, and Button. As you make your changes on the left, you will see them reflected in the Preview panel on the right.

Styling the form

  1. Change the Header Text to a welcoming message

  2. Choose from a selection of Google Fonts for the Header, Fields, and Button:

    1. Inter

    2. Merriweather

    3. Montserrat

    4. Open Sans

    5. Oswald

    6. Roboto

    7. Slabo

  3. Set the text colors for the Header, Fields, and Button to align with your brand standards

    1. You can use the eyedropper tool shown below to match your website directly. Simply open your website in another browser window side-by-side with Copper. Then, select the eyedropper tool and click on the website element that you would like to match.
      ​

      Color picker hex values
    2. By clicking the arrows on the color picker shown below, you can switch to HEX mode and paste your HEX value in.
      ​

      Color picker eyedropper
  4. Change the Button text

  5. Set the Button Background Color to align with your brand standards using the same color picker shown above

At this time, the "Powered by Copper" line cannot be removed


Styling the widget

The widget also comes pre-configured, but you can make several customizations to the Button and Button Placement. As you make your changes on the left, you will see them reflected in the Preview panel on the right.

Styling the widget
  1. Change the Button Text to a message of your choosing

  2. Choose from the same selection of Google Fonts for your Button

  3. Set the Button Text Color and Button Background Color to align with your brand standards using the same color picker shown above

  4. Change the Button Placement with the area of your website you would like to anchor the widget to
    ​

    Button placement for the widget

The widget will overlay your website – this means it will not push other elements on your website around.


πŸ’‘ Tip

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.


Selecting response settings

The form creates Contacts in Copper and Activities for those Contacts.

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

If you delete the Contact Type you've set here, any future new Contacts created from form responses will be created with Type = Uncategorized


Adding the form to your website

When you click Publish in the form builder, you will see the step to Add to Website.

Add to website code snippet

Click the Copy button and paste the snippet in your website's <head> tag. You only need to do this once. Any subsequent changes you publish to your form will reflect on your website.


πŸ’‘ Tip

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

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