Create a form (popup) to collect data on your website

📍 Where to find it: Reach your customers → Campaigns → Forms → Create a form

A form is a window (popup) that appears on your website to collect information from visitors (name, email, phone, choices, etc.), separately from the chat window. Ideal for capturing leads or gathering feedback.

How it works

The form reuses the chat widget already installed on your website: no extra code or script to add. You build the form with a visual editor and a live preview, then it appears automatically to visitors based on the targeted page and a delay. Each response is saved and, if an email or phone is collected, a contact is created or found automatically. This is a Pro plan feature.

Step by step

1. Open "Reach your customers → Campaigns" then the "Forms" tab.
2. Click "Create a form".
3. Choose the "Form" type (collecting responses).
4. Enter the Title, its size, an intro message, and choose the "Website" inbox.
5. Under "Questions", add your fields: text, text area, email, phone, dropdown, radio buttons or checkboxes; mark the required fields.
6. To link a field to the contact, use "Save as" (email, name or phone).
7. Set the position (center, corner, banner), the targeted page URL (optional = all pages) and the display delay in seconds.
8. Customize the submit button and the thank-you message, leave "Enabled" checked, then save.

Good to know

• No code to install: the form goes through the widget already present on your website.
• An empty URL targets all pages; a URL entered on a "Website" inbox must start with http(s)://.
• If a change doesn't show, it's usually your website's cache (service worker/PWA), not a bug.
• Disabling the form or downgrading from the Pro plan immediately stops collection.
• Use the live preview on the right to check the appearance before saving.