The Copper website 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 walks you through creating a form that will create Leads in Copper. If your company is not using Leads, you can create a form that will create People 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.
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.
Change the Header Text to a welcoming message
Choose from a selection of Google Fonts for the Header, Fields, and Button:
Inter
Merriweather
Montserrat
Open Sans
Oswald
Roboto
Slabo
Set the text colors for the Header, Fields, and Button to align with your brand standards
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.
By clicking the arrows on the color picker shown below, you can switch to HEX mode and paste your HEX value in.
Change the Button text
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.
Change the Button Text to a message of your choosing
Choose from the same selection of Google Fonts for your Button
Set the Button Text Color and Button Background Color to align with your brand standards using the same color picker shown above
Change the Button Placement with the area of your website you would like to anchor the widget to
The widget will overlay your website – this means it will not push other elements on your website around.
💡 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
If your company is using Leads, you can choose to have form responses create new Leads in Copper and Activities for those Leads.
Contact Creation
Set the Lead Status for Leads created from form submissions
We've pre-populated the default Lead Status set in Settings > Leads > Lead Statuses, but you can change it if you would like form Leads to be created with a different Status.
Set the Lead Source you would like to attribute to Leads created from form submissions
We recommend you create a custom Lead Source for form submissions. This will enable Copper to manage potential duplicate submissions, as detailed below in the section on working with the responses in Copper.
Assign an Owner
You can also assign an Owner for new Leads created from form submissions. Based on the user's notification preferences, they will receive notifications for these form submissions.
Adding the form to your website
When you click Publish in the form builder, you will see the step to Add to Website.
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.
💡 Tip
For Squarespace or WordPress sites, check out our step-by-step installation guide.
Working with the responses in Copper
Copper keeps you informed with real-time updates when a form is submitted. There are several ways that form responses appear in Copper, including:
Creating Leads
Creating Activities
Notifying Owners and Followers
Populating Lists (saved filters)
Creating Leads in Copper
In Copper, People are uniquely identified by their email addresses, and you cannot create two People records with the same email address. However, Leads do not have a unique identifier.
We recommend you create a custom Lead Source for form submissions. Copper can manage duplicate form submissions for an exact match of email address + Lead Source.
If the Contact form is submitted with the exact same email address + Lead Source, Copper:
WILL create a single Lead for the first submission; subsequent submissions will log additional activities under that Lead.
If the Contact Form is submitted with an email address that is an exact match to an existing Lead with a different Lead Source, Copper:
WILL create a separate Lead from the form submission and log an activity.
WILL NOT log an activity on any existing (non-Form) Leads that have the exact same email address.
If the Contact Form is submitted with an email address that is an exact match to an existing Person, Copper:
WILL create a Lead from the form submission and log an activity.
WILL NOT log an activity on the existing Person record.
In all scenarios, the user designated as the Owner of Leads created from form submissions will receive a notification (based on their preferences) when the form is submitted. This gives them an opportunity to review the Lead and decide if it should be worked, merged, or deleted.
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 Leads's Profile and can be filtered on
On the Feed in the Forms filter
You can also filter Leads by this new activity type to create Lists.
Create a List (saved filter) of form responses
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 Lead Source as well.
For more information on filtering, check out our article on filtering records.
💡 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.