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Note: We are in beta, and actively developing. If this is wrong, does not look right, or incomplete, please forgive us and use the lower-right chat and we will answer ASAP.

Forms are all about capturing leads. Forms are fed to your email integration as well as available in the application.

default form is the form created for every new CTA, Popup, or Landing Page to start with. You do not need to change it…but to drive funnel or CTA based email actions you can edit the form to trigger email provider automation…every provider is different. Feel free to contact us to help if needed.

You can edit the default form under setup.

You can also edit every CTA, Popup, and Landing Page’s form individually. See this video on how.

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How to Choose Marketing Automation Tools For Your SaaS


Everything you need to consider. Including often overlooked SaaS Specific considerations!