Forms

Forms can capture leads or structured submissions.

Common use cases#

• Website lead forms
• Service request forms
• Job intake questionnaires

Create a form#

1. Go to Settings → Forms.
2. Click New Form.
3. Add fields and validation.
4. Save.

Form design tips#

• Keep it short (remove unnecessary fields)
• Use clear field labels
• Validate phone/email formats
• Include consent/terms where required

Embed a form#

1. Open a form.
2. Go to Embed.
3. Copy the embed code.
4. Paste into your website.

Testing your form#

1. Submit a test entry.
2. Confirm it appears in Systemise.
3. Confirm any notifications/automation triggers.

Manage submissions#

• Review submissions in your configured workflow.
• Convert leads into contacts/jobs if enabled.

Troubleshooting#

The embed code doesn’t work#

• Confirm it’s placed before the closing </body> tag (typical recommendation).
• Confirm your site isn’t blocking external scripts.