Add a Contact Form to a project

Owned by Matt Kepple
Last updated: Jun 18, 2024
2 min read

Add a Contact Form to a project so that you can use that form to create contacts in that project.

How to do it

Add several Contact Forms to several projects

You’re learning how to use Setup Your Forms.

  1. Open the left sidebar

  2. Select CRM

  3. Click Contacts

  4. You arrive in the Contacts App

  5. Click Setup Your Forms

    image-20240416-110847.png

  6. You arrive on the Setup your forms page

    image-20240416-110412.png

  7. Press Add to Projects to add a particular form to one or more projects

  8. A popup appears that lets you choose which projects you want to add the form to

  9. Saving happens automatically. Press Close when you’re done.

Add several Contact Forms to a single project

You’re learning how to use Project Preferences

  1. Go to the Project Preferences page of the project that you want to add the Contact Form to

    1. To get there

      1. Go to the project page.

      2. Press More Options

      3. A dropdown menu appears

      4. Select Project Preferences

  2. In the Contact Forms to use on this project field: select the Contact Forms you want to use

  3. You can choose whether a Contact Form can be used to create contacts and/or edit contacts: Control which Contact Forms can be added to a contact while editing their Bio

  4. Press the Save button

  5. You arrive back on the Project page

  6. The Contact Form has now been successfully added to the project. You can now create a contact using this Contact Form.

Add a single Contact Form to several projects

You’re learning how to use Contact Form profiles

  1. Go to the Contact Form’s profile: View a Contact Form

  2. Press Add to Projects on the right side

  3. A popup appears that lets you choose which project(s) you want to add the Contact Form to

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