ℹī¸About Forms

Forms are extremely versatile on Siteglide and can be used in a number of ways, such as:

  • Including standard fields for collecting one-off information, we call this a "case"

  • Including groups of fields, called Custom Field Sets

  • Collecting information about customers to be stored in the CRM, which will update previously collected data as well as store a snapshot of the submission in the case.

  • Signing users up to a Secure Zone

  • Collecting eCommerce Payments

  • Running an automation

    • Sending a workflow, autoresponder or custom email

    • Carrying out a custom automation action

    • Sending an API call

You can use "capchas" to prevent spam submissions on forms.

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