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.
This article contains general information about the widget and how form responses are captured in Copper.
You can also check out our more detailed articles:
Creating a Contact capture form – which includes styling your form and widget
Creating a Lead capture form – which includes styling your form and widget
Installing the Copper Forms widget on your website – with step-by-step instructions for Squarespace and WordPress sites
The form and form fields
Copper's contact form is pre-configured with the fields you need to start collecting information from website visitors. You are able to make styling changes to the form.
The Name field will populate the First Name and Last Name fields on the record
The Email field will populate the Work Email field on the record
The Message field will be displayed in the activity
This field is optional; your visitors do not have to enter a message to submit the form
At this time, you cannot remove these fields, change their labels, or add additional fields.
The widget
Copper's form is delivered via a widget that overlays your website content – this means it will not push other elements on your website around. The widget is also pre-configured for ease of adoption, but you are able to make styling changes.
Many form solutions provide a large snippet of code that must be placed in a precise location on a single page of your website. This method of embedding can be cumbersome to install and can lead to unexpected styling issues with either the form or your website.
Copper chose to instead deliver the form via a "chat-style" widget that overlays your website to ensure:
The form is easy for your visitors to discover and access
The code snippet is easy to place on your website
The form does not overtake any stylings or shift any elements around on your website
The responses
Form responses are automatically integrated with Copper to create contacts and activities.
You can also assign an owner for new contacts created from form submissions.
Contact creation
If your company is not using Leads, form responses will create People records in Copper. The default Contact Type is Potential Customers, but you can change this when creating your form.
Activity creation
As part of this feature, we have released a new Activity Type called Form. Form responses will create activities with this new Type. A form response also:
Increases the # of Interactions by 1
Sets the Last Contacted date to the date the form submission was received
Form activities display:
On the Contact's Profile and can be filtered on
On the Feed in the Forms filter
You can also filter People by this new activity type to create Lists.
💡 Tip
Professional and Business customers can automatically respond to these new inquiries with an email automation based on a List (saved filter) of form responses.