Available with the following plans:
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 and update 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 lead capture form, including:
Only Admins and Account Owners can create and manage Forms.
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 a new form.
Once you've selected create a new form, you will see a modal that explains the difference between Leads and People. Choose Leads and proceed to the form builder as shown below.
You can only change between Leads ↔ People when creating a form. Once your form has been published, you won't be able to change the entity type for contact creation.
Adding fields to your form
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.
To add or remove fields from your form, check the boxes on the left. Your changes will appear on the form on the right.
Inactive fields cannot be added to a form. The Full Name and Email fields cannot be removed at this time.
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.
Customizing the fields
Once the field is on your form, you can hover over it to see additional options.
From here, you can:
Rearrange fields by dragging and dropping
Remove a field using the trash can on the right
Relabel a field by clicking into the field name
Relabeling a field
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.
For example, you may have a custom field called "Budget" that you relabel to "What's your budget?"
When you relabel a field, you are still able to see the Copper field it is mapped to.
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.
If you rename a field in Copper, the field will continue to sync even if you have relabeled it on the form. We will not automatically update the field label on the form. However, we will update the display of the field mapping.
Customizing the form elements
Once you have your fields in place, customize the other elements of your form.
The form header is at the top of the form, above your fields, and will be visible when published and shared.
Below your fields, you will see additional form elements that you can add and customize, including:
reCAPTCHA v2
The Submit button text
The widget button text
The "Thank you" message that appears after a form has been submitted
A call-to-action (CTA)
💡 Tip
Prevent spam submissions with Google's reCAPTCHA v2. See this help center article on adding reCAPTCHA to your form.
To relabel the Submit button or widget button text, click into the element, as shown below.
Customizing the "thank you" message
When the form is submitted, a pre-configured "thank you" message appears.
On the Build step, customize the text of this message by clicking into the elements.
💡 Tip
Strike while the iron is hot and add a call-to-action (CTA) to your thank you message.
Customizing the form actions
On the Workflow tab, you can automate actions to perform when a form response is received. You can also see a preview of the activity that is created when a form is submitted.
On the workflow tab, you can:
All plans: Automatically tag new and existing contacts who fill out the form
Basic, Professional, and Business plans: Automatically create a task when a form is submitted
Copper automatically creates a saved filter of respondents. Learn more here.
Customizing the Create/Update People record action
Copper automatically creates and updates Lead records based on form submissions. While this action cannot be removed from the form workflow, you are able to customize the action.
Click the Create/Update Lead record action to see the customization options, as shown below.
Follow these steps to customize the Create/Update Lead action:
Set the Lead Status for Leads created from form responses
We've pre-populated with your default, but you can change it.
Set the Lead Source you would like to attribute to Leads created from form responses
We recommend you create a custom Lead Source for your form. Copper can manage duplicate Lead form submissions for an exact match of email address + Lead Source. You can create a new Lead Source by navigating to your Workplace Settings via your avatar in the upper left of the web app. In the settings menu, navigate to Customize > Sources.
Assign an Owner for new Leads created from form responses
Based on the user's notification preferences, they will receive notifications for these form submissions.
Add tags to new and existing People who fill out a form
⚠️ Similar to how Workflow Automations behaves, if you delete or rename the tag in Settings, it will not apply to the form automation. You will need to update your form action as well.
Existing Leads (per Form duplicate matching logic) who fill out the form will not have their Lead Status, Lead Source, or Owner changed. However, the fields on their profile will update with their form responses.
Customizing the Create Task action
You can choose to automatically create a task when a form submission is received. For example, you may want a task to "Research the new lead". The task will be related to the Lead record.
Follow these steps to add a Create Task action to your form workflow:
Name your task something that can be reused for each submission and will convey the appropriate next step to the assignee.
Assign an owner for the tasks that will be created when a submission is received.
Select from the due date options. For ease of use, we've provided options that are easy to understand in the context of submissions that will be received on an ongoing basis.
Day of submission means that the task will have the same due date as the day the form is submitted.
Day after submission means that the task will be due the day after the form is submitted.
Week after submission means that the task will be due the week after the form is submitted.
Currently, only one task can be automated for form submissions.
Styling the form and elements
The form comes pre-configured, but you can make several styling changes to the form and elements to match your brand. If you are using the widget, there are additional styling options. You can click the widget and embed toggles to see a preview of each.
As you make your changes on the left, they will be reflected in the Preview panel on the right.
Follow these steps to style your form:
Choose from a selection of Google Fonts for the Header, Fields, Submit Button, and Widget Button:
Inter
Merriweather
Montserrat
Open Sans
Oswald
Roboto
Slabo
Set the text colors for the Header, Fields, Submit Button, and Widget 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 enter your HEX value.
Set the background colors of the Submit Button and Widget Button to align with your brand standards using the same color picker shown above
Change the Widget Button placement to the area of your website you would like to anchor the widget to
💡 Tip
Choose a spot on your website where visitors are likely to notice it, without overlapping key elements like CTAs or menu items.
Once you've added your fields, configured your actions, and styled your form, be sure to give your form a unique Name. Form names must be unique, including deleted forms. This is because we automatically create activity types and saved filters that stay synced with your form name.
Adding the form to your website
To see the share options, you must save your form.
On the Share step, you will find the code snippets for both the widget and the embedded version of your form, as well as step-by-step instructions for placing the snippet(s) on your website.
Additionally, our step-by-step installation guide has images of the process for both Squarespace and WordPress.
💡 Tip
Professional and Business customers can automatically respond to these new inquiries with an email automation to the saved filter form respondents.
Have a question? Contact our Customer Success Team using the in-app chat 💬