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Getting Started with Custom Forms

Custom Forms let you collect information from your contacts and supporters — whether it's a volunteer sign-up, an event RSVP, a newsletter subscription, or anything else you need. You can build forms with a drag-and-drop designer, embed them on your website, and automatically add submissions to your contact lists.

What You Can Do with Custom Forms

  • Build custom forms with a drag-and-drop designer — no coding required.
  • Collect and track submissions from a centralized dashboard.
  • Auto-enroll submissions into contact groups so new contacts are organized automatically.
  • Map form fields to contact records to keep your database up to date.
  • Export submissions to Excel for reporting or offline analysis.
  • Embed forms anywhere — on your website, in campaign pages, or as a standalone link.

How to Access Custom Forms

To get to the Forms section, navigate to Marketing > Custom Forms from the top navigation bar. If you haven't created any forms yet, you'll see a welcome screen inviting you to create your first one.

Creating Your First Form

  1. From the Forms page, click the + New Form button in the top-right corner (or the Create Your First Form button if this is your first time).
  2. You'll be taken to the Form Designer, where you can give your form a name and optional description at the top of the page.
  3. On the left side, you'll see a list of available contact fields — such as First Name, Last Name, Email, and more. Drag fields into the form canvas, or double-click them to add them.
  4. Once you've added your fields, click Save Form in the top-right corner.

That's it — your form is created! From here you can customize the design, configure what happens when someone submits it, and embed it on your website.