Forms in Workspace are designed to support three key parts of your workflow: capturing leads, growing your mailing list, and collecting information from clients.
Lead Forms
When a form is set as a lead form, each submission will automatically create a new lead in Workspace. This allows you to track and manage enquiries from the moment they come in. You also have the option to include a mailing list opt-in checkbox within the form. This is optional and, by default, submissions will not be added to your mailing list unless the user chooses to opt in.
Mailing List Forms
Forms can also be used specifically to grow your mailing list. When set up this way, submissions are added directly to your audience.
You can enable double opt-in for an extra layer of confirmation. If you’re using a form for this purpose, make sure your welcome email is set up under:
System Emails → Your Automated Emails → Mailing List Signup Confirm
Questionnaires
Forms can also be used to collect more detailed information from your clients — for example, onboarding details, preferences, or project-specific information. These responses stay attached to the relevant contact or project, keeping everything organised in one place.
Follow the steps below to create and share a form or questionnaire in Workspace.
Accessing Forms
- In Workspace, go to the top navigation menu
- Select Client Management
- Click Leads and Forms
You can either:
Option 1: Use a Template(recommended for faster setup)
Option 2: Create a New Form from Scratch
Option 1: Using a Form Template
Templates are a quick way to get started with pre-built form structures.
- Select Form Templates
- Preview available templates, such as: Mailing List Sign Up, Contact Form, Wedding Questionnaire
- Click Copy Template on your chosen option
- Click Edit next to the form to customise it
Option 2: Create a New Form
Click New Form. You will be taken directly into the form editor.
1) Set Up Your Form Content
Form Introduction
Add a clear introduction for your clients:
- Intro Heading
- Intro Body
Form Questions
Add and customise fields such as:
- Contact information
- Multiple choice questions
- Date selection
- Custom questions specific to your workflow
Submit Button
- Set the button title (e.g. Submit, Send Enquiry, Get in Touch)
Confirmation Message
- Add the message clients will see after submitting the form
2) Form Settings
Complete the following:
- Form Title
- Description
- Tags (e.g. weddings, portraits, commercial)
- Form purpose and notifications
3) Customise Your Design
Click the Design tab at the top of the page
Adjust your form’s:
- Layout and width
- Theme
- Fonts
- Button styling
- Overall appearance
4) Share Your Form
Click Share at the top of the page. Choose how you’d like to share:
Option A: Direct Link
- Copy the Form URL and send it to clients
Option B: Add the Form to Your Workspace Website
- Go to Website in the navigation
- Select Website Pages
- Choose or create the page where your form will live
- Click the “+” button in a blank section
- Or click “+ More Widgets” in an existing section
- Select the Form widget and select your correct form
Option C: Embed on Your Website
- Copy the Embed Code and embed it on your website
Tips
- Keep forms short and focused to improve completion rates
- Ask only for essential information upfront
- Use tags to keep your leads organised
- Match your form design to your brand for a consistent client experience
