Form builder

The Form builder tab inside a campaign is where you decide what to collect.

Adding fields

Click Add field and pick a type. Drag the row’s handle to reorder.

Common field types:

• Text — short single-line input (name, company)
• Email — validated email address (every campaign has one of these by default; it’s the lead’s primary identifier)
• Textarea — multi-line input
• Select — dropdown with a fixed list of options
• Radio / Checkbox — single or multiple choice
• Phone — phone number with format validation
• URL — link with format validation
• Number — numeric input
• Date — date picker

Field options

Each field has:

• Label — what users see above the input
• Placeholder — greyed-out hint inside the input
• Required — toggles whether submission requires this field
• Help text — small text below the input

For select, radio, and checkbox fields, you also configure the option list.

What you collect, you can export

Every custom field value is stored on the lead record, visible in the Leads tab, and included in CSV exports. Custom fields are also usable in segment filters and in email blast personalization.

Saving and previewing

Changes save when you click Save. The right-hand panel shows a live preview of the form as users will see it. Once saved, the change is reflected immediately in any embed snippets — you don’t need to redeploy your site.

Tips

• Keep the form short. Every extra field measurably reduces conversion. Start with email-only, add fields only if you’ll act on the data.
• Required fields should be the minimum to qualify the lead — collect the rest in a follow-up email.