How to create a Nutshell Form

This guide provides a straightforward walkthrough for creating and customizing Nutshell Forms, enabling users to effectively capture leads and customer information.

3 minutes

Nutshell

No matter where you are in Nutshell, you can find all your current forms by clicking on 'Marketing' in the main navigation..

And then clicking 'Website' in the sub-navigation..

And finally, clicking on 'Nutshell forms'.

With Nutshell Forms, you can easily capture leads and customer information, share your forms, and send the data you collect right to your CRM. To edit a current form, click the form in your view. To **create a new form**, click the button in the upper right.

To create your form, you can start from a template or start from scratch. Let's start from the 'Contact us' template.

Your new form is now ready for editing! This template contains a header and an email address form field.

Click 'Edit form' to start editing.

You can edit current fields and/or add new fields and blocks. To add a new field, click the 'Add a block' button.

From the dialog that appears, you can add two types of blocks: - **Content blocks** include headers, text blocks, and images. - **Input blocks** are new form fields. Each form field corresponds to a Nutshell field. - *For example*, when someone fills out and submits a ‘Person name’ field, a person by that name is added in your Nutshell account.

To edit a field/block, simply click the element you want to edit.

In this example, we updated the "preview text" to show people that we want them to put their first and last name in this field.

You can also make any field *required*. If a *required* field is not answered, they will not be able to submit the form.

When adding more fields to your forms, you can use Nutshell's built in fields, or...

You can create new Custom fields that are specific to the information you like to collect on your People, Company and Leads.

Give your custom field a name, set whether it is a People, Company or Lead field and enter a description for the company field. Then adjust your pipeline rules and create your custom field.

There is no limit to how many fields can be in a form. Once you are done editing the fields in your form, you can edit your form design.

You can edit the font, size and color of your form fields while in edit mode. You can also edit the background color from the Form design window.

Pick a color of your choosing.

You can also choose to have the form match the font from your website.

When your done with designing your form, make sure to click 'Save changes'.

Before we publish our form, we want to look at: - Spam prevention - What the user sees after a submission - What records are created - What tags are added (and if people should be added to an Audience) - What pipeline the new lead should be added to - Who should get notified when this form is filled out.

You have three different options for spam prevention within Nutshell forms. Choose your desired option and click 'Save'.

Next is deciding what you want the person filling out the form to see after they fill it out. Your options are: - Show a success message - you can edit this to give more information about next steps - Redirect to a URL - you can use this option to send people to a thank you page or to a page that has more information about your business. Once you update your choice, click 'Save'.

Depending on what fields you have in your form, every time the form is filled out it will create a Person, Company, and/or Lead record in your Nutshell. For this demo, let's show how to make sure a Company record is created.

Update the 'When this form is submitted...' option to say *Create a company*. If you'd like to avoid duplicate Company records, you can select that option here. Lastly, you can take this opportunity to add a Tag to the Company (person and lead too) record to help further filtering when looking at all of your records. When you're done, click 'Save'.

You can also choose to auto-apply tags to People and Leads created from a form. For Leads, you can also choose what pipeline they go to. For People, you can also automatically add them to a Marketing audience.

To make sure your reach out to your new lead as soon as possible, you can add Notifications so your team is notified when your form is filled out. - You can send notifications to a company Slack channel. - You can send Nutshell Notifications to any Nutshell user.

The user controls their own notifications settings, but they can receive: - in-app notifications - mobile push notifications - email notifications every time that the form is filled out. Remember to click 'Save'.

Once you finished editing your form and the form settings, click 'Embed form' to publish your form.

We make it easy to copy and paste a snippet of code onto your desired webpage so you can easily start collecting leads from your website.

Or you can copy the sharable URL to use via email, at a trade show, on the road, etc.

Copy, Paste, Share. It's that easy to create a Nutshell form so you can start capturing more leads to add to your CRM and to your pipelin!

How to create a Nutshell Form

This guide provides a straightforward walkthrough for creating and customizing Nutshell Forms, enabling users to effectively capture leads and customer information.

3 minutes