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Forms Builder: create contact and lead forms

Forms Builder helps you create forms so website visitors can contact you, request a quote, express interest, or send details.

Forms are important because they turn visitors into potential customers.

When to use Forms Builder​

Use Forms Builder when you want to:

  • create a contact form,
  • collect leads,
  • receive quote requests,
  • add a form to the Contact page,
  • add a special form to a landing page,
  • ask customers for specific information,
  • connect a form to a recipient email.

Common form types​

Your website may need different types of forms:

  • contact form,
  • quote request form,
  • appointment request form,
  • interest form,
  • newsletter form,
  • support form,
  • service request form.

Each form should have a clear purpose.

Step 1 — Open Forms Builder​

Open the Centuply app, select your website, and open Forms or Forms Builder.

You will see existing forms or an option to create a new form.

Step 2 — Create a new form​

Click Create form or Add form.

Give the form a clear name, such as:

  • Contact form,
  • Request a quote,
  • Booking request,
  • Lead form,
  • Support request.

The name helps you organize forms inside the website.

Step 3 — Add basic fields​

A simple contact form usually needs:

  • name,
  • email,
  • phone,
  • message.

Do not ask for too much information without a reason. The simpler the form is, the easier it is for visitors to complete.

Step 4 — Add custom fields​

Depending on the business, you may need custom fields.

Examples:

  • service of interest,
  • preferred date,
  • area,
  • budget,
  • number of people,
  • request type,
  • file upload,
  • product selection.

Add only fields you truly need in order to respond properly.

Step 5 — Set required fields​

Required fields should be few and important.

Usually required fields include:

  • name,
  • email or phone,
  • message or request type.

If too many fields are required, form submissions may decrease.

Step 6 — Set recipient email​

Check where form submissions will be sent.

Make sure the recipient email is correct.

Also check:

  • email subject,
  • reply-to,
  • notification settings,
  • whether CC or BCC is needed,
  • whether the recipient email belongs to the business.

Step 7 — Write a confirmation message​

After submission, visitors should see a clear message.

Example:

Thank you. We received your message and will contact you soon.

The message should explain what happens next.

Step 8 — Add the form to a page​

Open the Visual Editor and add the form to the right page.

Common places:

  • Contact page,
  • bottom of the Home page,
  • landing page,
  • Service page,
  • CTA section.

The form should appear where the visitor already understands what you offer.

Step 9 — Test the form​

Before publishing, submit a test form.

Check:

  • whether all fields work,
  • whether required fields validate correctly,
  • whether the confirmation message appears,
  • whether the email arrives correctly,
  • whether details are saved in the leads inbox, if available,
  • whether the form looks correct on mobile.

Step 10 — Check privacy and consent​

If you collect personal information, you should provide clear notice.

Depending on the website, you may need:

  • a link to the Privacy Policy,
  • a consent checkbox,
  • information about how the data is used,
  • newsletter consent wording, if applicable.

Best practices​

  • Keep forms short.
  • Ask only for information you need.
  • Make the CTA clear.
  • Check the recipient email.
  • Add a thank-you message.
  • Test the form before publishing.
  • Check mobile appearance.
  • Do not collect sensitive information without a reason.

Video tutorial​

Suggested video for this article:

Title: How to create a form in Centuply

Duration: 4-6 minutes

Video flow:

  1. Open Forms Builder.
  2. Create a new form.
  3. Add fields.
  4. Set required fields.
  5. Configure recipient email.
  6. Add a confirmation message.
  7. Insert the form into a page.
  8. Submit a test form.
  9. Check mobile view.

Frequently asked questions​

How many fields should a form have?​

Only as many as truly needed. For simple contact, name, email or phone, and message are enough.

Should phone be required?​

It depends on the business. If you mainly reply by phone, it may be useful.

Can I have multiple forms on the same website?​

Yes. You can have different forms for contact, quotes, appointments, or support.

How do I know the form works?​

Submit a test before publishing and check whether the email arrives or the lead is recorded.

Do I need a Privacy Policy?​

If you collect personal information, it is good to have a clear privacy policy and user notice.