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 covers frequently asked questions about the feature. If you don't see your question answered here, please reach out to support via the in-app chat in the bottom right of the web app.
Can I have more than one form? I need to route potential customers and job applicants to two different places
Can I have more than one form? I need to route potential customers and job applicants to two different places
Yes! You can create multiple forms to segment customers, manage job candidates separately from prospects, or tailor calls-to-action to specific audiences.
Each form can have its own setup (like creating Leads vs. People or different Contact Types), its own fields (asking different questions for different audiences), styling (maybe your partner page looks a little different), CTAs (maybe you direct different audiences different places after they fill out the form), and different code snippets (meaning you can put multiple forms on the same page or different pages).
We don’t recommend multiple widgets unless they’re in different positions and have very clear CTAs on the widget text like “get a quote” and “general inquiry”.
For your primary contact form, we recommend you place it as a widget AND embedded on their Contact page. That way, prospective customers aren’t hunting around to find out how to reach you.
Can I mark fields as required?
Can I mark fields as required?
No, only the Full Name and Work Email fields are required. But we’re interested in hearing your feedback on this! Let us know via in-app chat. 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?
Can I create Pipeline records from a form response?
Can I create Pipeline records from a form response?
Not yet!
Have a question? Contact our Customer Success Team using the in-app chat 💬