No, you cannot embed the form standalone on a specific page. The form is delivered via the widget. However, you can specify a particular page for the widget to display on when you install it on your website. For example, if you have a WordPress website, you would follow all of the steps in our installation guide except for Step 8. For Location, you would change the Site Wide Header to the specific page you’d like the widget to appear on.

No, you can only have one form. However, you could create a custom field that would allow you to handle these inquiries differently. For example, if you create a custom field called “Interested in” and the options are “Hearing about services” and “Applying for a position,” you would then be able to use this field as a filter in your lists to create a List of form respondents who are potential customers and a list of form respondents who are job applicants.

No, only the Full Name and Work Email fields are required. But we’re interested in hearing your feedback on this! Let us know in the comments or by submitting an idea. Would you prefer if a required field in Copper is also required on the form? Or would you prefer to set fields as required on the form, independent of whether they’re required in Copper?

First, if you’re using the Lead capture form, the Company field is plain text and can be added to your form. The below only applies to customers with a Contact (People) capture form, as Leads and People behave differently in Copper.

Copper has automatic Company matching if a new Person submits a form and we find an existing Company that is a match for the domain of their email address. For example, you have a company in Copper called “ACME Consultants,” and a new Person submits a form with maggie@acmeconsultants.com as their entered email address. Copper has logic to take the email address and check it against existing domains in Copper. The result is that Maggie will be created as a new Person and related to the ACME Consultants company 🪄

Copper also has automatic Company creation. If a new Person submits a form and there is no existing Company that matches the domain, Copper will create the Person and the Company and relate the two.

As a reminder, Copper will not update the Name, Email, or Company if an existing Person submits a form. An existing Person is determined if the email address entered on the form is an exact match for an existing Person record in Copper.