Forms

Capture leads and grow your audience with customizable forms. Embed them on your website or share as standalone pages, with automatic integration to your contact lists and workflows.

Overview

Oblic forms help you:

• Capture Leads: Collect contact information
• Grow Lists: Auto-add to contact lists
• Trigger Workflows: Start automation sequences
• Customize: Match your brand

Creating a Form

1. Navigate to Forms
2. Click Create Form
3. Add fields
4. Configure settings
5. Publish and share

Form Fields

Built-in Fields

• Email (required): Email validation
• Name: First and last name
• Phone: Phone number with country code
• Company: Business name
• Message: Textarea for longer text

Custom Fields

Add any field type:

• Text Input: Single-line text
• Textarea: Multi-line text
• Number: Numeric input
• Date: Date picker
• Dropdown: Select from options
• Checkbox: Boolean yes/no
• Radio: Choose one option
• File Upload: Document/image upload

Field Settings

For each field:

• Label: Display text
• Placeholder: Hint text
• Required: Make mandatory
• Help Text: Additional guidance
• Validation: Custom rules

Form Design

Styling Options

Customize appearance:

Layout:

• Single column
• Two columns
• Multi-step forms

Colors:

• Background color
• Field colors
• Button colors
• Text colors

Typography:

• Font family
• Font sizes
• Font weights

Spacing:

• Padding
• Margins
• Field spacing

Brand Kit Integration

Apply your brand automatically:

• Use brand colors
• Use brand fonts
• Insert logo
• Apply global styles

Configure in Settings > Brand Kit.

Form Settings

General

• Form Name: Internal identifier
• Form Title: Displayed to users
• Description: Optional subtitle
• Submit Button Text: Customize CTA

Success Message

Configure what happens after submission:

• Show Message: Display thank you text
• Redirect URL: Send to another page
• Download File: Offer a lead magnet

Notifications

Get notified of submissions:

• Email Notifications: Send to your team
• Webhook: POST data to your system
• Slack/Teams: Channel notifications

Privacy

• GDPR Compliance: Consent checkbox
• Privacy Policy: Link to your policy
• Data Retention: Configure storage duration

Embedding Forms

Embed Options

Inline Embed:

<div data-oblic-form="YOUR_FORM_ID"></div>
<script src="https://web.oblic.app/forms.js"></script>

Popup:

<button data-oblic-form-popup="YOUR_FORM_ID">
  Sign Up
</button>
<script src="https://web.oblic.app/forms.js"></script>

Standalone Page: Share the hosted form URL:

https://forms.oblic.app/YOUR_FORM_ID

Embed Settings

• Width: Full width or fixed
• Height: Auto or fixed
• Theme: Match website theme
• Animation: Slide, fade, none

Integrations

Contact Lists

Auto-add submissions to:

• One or more contact lists
• Specific segments (via tags)
• Dynamic lists based on form responses

Workflows

Trigger automations when form submitted:

1. Go to Automations
2. Create workflow with Form Submission trigger
3. Select your form
4. Add follow-up actions

Example workflow:

• Form submitted
• → Send welcome email
• → Wait 3 days
• → Send product tour

Webhooks

Send form data to external systems:

1. Go to form settings
2. Enable webhook
3. Add webhook URL
4. Configure payload format

CRM Integration

Connect to:

• Salesforce
• HubSpot
• Pipedrive
• Custom CRM (via API)

Form Analytics

Track performance:

• Views: Form impressions
• Submissions: Completed forms
• Conversion Rate: Views to submissions
• Field Completion: Drop-off points
• Time to Submit: Average completion time

Access analytics: Forms > [Your Form] > Analytics

Multi-step Forms

Break long forms into steps:

Benefits

• Higher completion rates
• Better user experience
• Collect partial data
• Progress indication

Creating Steps

1. Enable multi-step in form settings
2. Group fields into logical steps
3. Add step titles
4. Configure progress bar

Example steps:

• Step 1: Contact info
• Step 2: Company details
• Step 3: Preferences

Conditional Logic

Show/hide fields based on responses:

Use Cases

• Show "Company" only if "I'm a business" is checked
• Request phone only for "Call me" option
• Different questions for different audiences

Setting Up

1. Select a field
2. Click Add Condition
3. Choose trigger field
4. Set condition (equals, contains, etc.)
5. Define action (show/hide)

Spam Protection

Built-in security:

• reCAPTCHA v3: Invisible bot protection
• Honeypot Fields: Catch spam bots
• Rate Limiting: Prevent abuse
• Email Validation: Verify real emails

Best Practices

Next Steps