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.