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 they 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?
How does Copper handle Company matching for People records?
How does Copper handle Company matching for People records?
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.
Have a question? Contact our Customer Success Team using the in-app chat 💬