Building Forms

Out Front CRM offers a powerful and user-friendly form builder that makes it easy to capture leads, gather customer data, qualify prospects, and streamline your workflows. Whether you're building a simple contact form or a detailed intake questionnaire, this guide will walk you through the full process.

Step 1: Access the Form Builder

1. Log in to your Out Front CRM account.

2. From the left-hand menu, navigate to Sites > Forms.

3. Click the "+ Create New Form" button in the top-right corner.

This will launch the drag-and-drop form builder interface.

Step 2: Build Your Form with Drag-and-Drop Fields

The form builder has two key areas:

• The Fields panel (on the left)

• The Form preview area (on the right)

Available Field Elements You Can Use:

• Full Name: Automatically includes both first and last name fields.

• Email: Collects the user's email address.

• Phone Number: Use for mobile or landline entry.

• Text Input: Ideal for short answers (e.g., job title, company name).

• Text Area: Best for longer responses (e.g., comments, descriptions).

• Date Picker: Allows users to select a date.

• Time Picker: Allows users to pick a time.

• Dropdown Menu: Predefined list of options to choose from.

• Radio Buttons: User can select only one option from a group.

• Checkboxes: Lets users select one or more options.

• File Upload: Allows users to upload documents or images.

• Custom Fields: Any unique fields you've created under Settings > Custom Fields.

• HTML Block: Add custom HTML for styling or embedding media.

• Divider: Separates form sections visually.

• Button: Submission button — can be customized.

Pro Tip: Drag elements into the order you want. You can rearrange or delete elements at any time.

Click any field in the preview area to open its settings. You can:

• Rename the label (e.g., change "Phone" to "Mobile Number")

• Set it as required or optional

• Add placeholder text

• Add default values

Step 3: Configure Form Behavior in the Options Tab

Switch to the Options tab at the top of the builder to set up what happens after someone submits the form.

You can:

• Name your form (for internal tracking)

• Set a redirect URL to send users to a confirmation or thank-you page

• Enable Sticky Contact (remembers users across multiple forms)

• Enable reCAPTCHA to reduce spam submissions

• Trigger a campaign or workflow (done in the Automations section)

Step 4: Customize the Look and Feel (Optional)

While Out Front CRM forms are primarily functional, you can still customize:

• Button text (e.g., "Submit," "Get My Quote," etc.)

• Form width and spacing

• Custom CSS: For advanced users who want more design control

• Section dividers: For breaking up long forms into segments

Use the Preview button to check your form’s appearance.

Step 5: Save Your Form

Click the "Save" button in the top-right corner. Your form will now appear in your list under Sites > Forms.

Step 6: Add Your Form to a Funnel, Website, or External Page

A. Add to an Out Front CRM Funnel or Website:

1. Go to Sites > Funnels or Sites > Websites

2. Open the page where you want to insert the form

3. Drag the Form element from the widget panel onto the page

4. Select your newly created form from the dropdown

5. Save the page

B. Embed on an External Website:

1. Go to Sites > Forms

2. Click the 3-dot menu beside your form

3. Select "Integrate Form"

4. Copy the HTML embed code

5. Paste it into the code section of your WordPress, Wix, Squarespace, or other website builder

Step 7: Test Your Form

Before publishing:

• Fill out the form yourself to make sure it's working properly

• Check that the form submission shows up under Contacts

• Make sure any tags, workflows, or automations you’ve set up are triggered correctly

Step 8: Connect the Form to a Workflow (Optional but Recommended)

To automate follow-ups:

1. Go to Automations from the left-hand menu

2. Click + Create Workflow or edit an existing one

3. Add a Trigger: Choose Form Submitted and select your form

4. Add actions (e.g., send email, SMS, assign user, add to opportunity pipeline)

5. Save and publish your workflow

That’s It — Your Form is Live!

You now have a working form that can be used to collect data, trigger automations, and support your business goals. You can always edit your form later, duplicate it, or create variations for different funnels.