Forms and funnels

Your AI team handles the people who message you. Forms and landing pages catch the people who don’t: the website visitor, the ad clicker, the person holding your flyer. They’re doors — and however someone comes through one, they land in the same contact list, the same inbox, the same pipeline.

Build your enquiry form

You’re not starting from a blank canvas. Open the form builder and click create, and a working starter form is already sitting there: first name, last name, phone, email, two consent checkboxes and a submit button. Most of your job is editing, not building.

1. Fill in the consent placeholders

The consent text contains placeholders in square brackets: your business name, and what you’ll be messaging people about. Fill both in, in plain English — your business name as customers know it, and something honest like “your enquiry and your bookings” for the first box, offers and news for the second.

Don’t delete the consent boxes

It’s tempting to remove them to shorten the form. Don’t. They’re your permission to text people, and they keep your number in good standing with the mobile networks — the same registration you completed when connecting your channels. Leave them in, fill them in, and never tick them on someone’s behalf.

2. Trim the fields

Add one open question — “What are you looking for?” — then be ruthless about everything else. Phone and email are doing real work; last name, if you don’t need it, take it off.

Skip the address, the date of birth, the “how did you hear about us” with twelve options. Every extra field costs you finished submissions. Ask for the minimum you need to start a conversation, and let the conversation do the rest.

3. Embed it on your website

Copy the embed snippet and paste it into your website — WordPress, Squarespace, Wix, Shopify, whatever you use. If someone else looks after your site, forwarding them the snippet is a perfectly good way to do this step.

Once embedded, submissions stop being emails you might see and start being contacts in your system, with their source recorded.

A form isn’t a message

Your AI answers messages — texts, chats, DMs. A form submission creates a contact, but nobody has said anything yet, so there’s nothing for the AI to reply to. You do want a fast reply going out, though: a form that answers back in seconds beats “we’ll be in touch shortly” every time. That’s a two-minute automation, and we build exactly that in Workflows and automations.

Build a landing page

A landing page is for when you need a page with one job. Your website is a brochure; a landing page does one thing — one offer, one form, no menu to wander off into. Use them for ads, a specific promotion, anywhere you want people to arrive, read and act.

1. Go to Funnels, create a new one, and pick a layout from the template library that’s roughly the shape you want.

   

   

2. Swap the headline for your own, in the language your customers use — not industry-speak.

3. Swap the stock images for real photos of your business.

4. Make the offer specific. A concrete offer with a price beats “Contact us to learn more” in every test anyone has ever run.

5. Add your enquiry form, then publish. It’s live on your link.

Turn any page into a QR code

Any page or form can become a QR code, generated right in the platform. Print it on the flyer, the window sticker, the counter card, the back of the van. Someone points a camera, fills in three fields, and they’re in your contact list instead of on a scrap of paper by the till.

Start with two doors

Don’t try to build everything at once. Ship these this week:

• The enquiry form, embedded on your website.
• One landing page for whatever you most want more of.

Add more doors as you need them. Then wire the instant reply onto your form in Workflows and automations.