About Forms

Forms are extremely versatile on Siteglide and can be used in a number of ways, such as:

• Including standard fields for collecting one-off information, we call this a "case"
• Including groups of fields, called Custom Field Sets
• Collecting information about customers to be stored in the CRM, which will update previously collected data as well as store a snapshot of the submission in the case.
• Signing users up to a Secure Zone
• Collecting eCommerce Payments
• Running an automation
  • Sending a workflow, autoresponder or custom email
  • Carrying out a custom automation action
  • Sending an API call

You can use "capchas" to prevent spam submissions on forms.