Form Builder

Web forms that turn visitors into contacts and start your follow-up automatically.

What it does

The form builder lets you create a shareable web form for lead capture, sign-ups, surveys or bookings. Each submission can become a customer and start a workflow, so a new lead goes straight into your WhatsApp follow-up.

Find it under Lead Forms in the main menu.

Building a form

1. Go to Lead Forms and create a new form.
2. Pick a ready-made form under Start from a template, or build from scratch.
3. Click Add a field for each question: name, phone, email, dropdowns, checkboxes and more. Mark the ones that are required.
4. Under Form settings, set the public title, the submit button label and the success message people see afterwards. You can also send them to a page of your own after they submit.
5. Click Save form. You get a public link you can share anywhere, and Preview live shows exactly what visitors will see.

Sharing it

• Put the link on your website, in your social bio or in an ad.
• Send it inside a WhatsApp conversation or from a workflow step.
• Each form has its own link, so you can tell which form a lead came from.

What happens on submission

1. The visitor fills in the form and submits it.
2. Their details are saved under the form's Submissions, and if they gave a phone number they can become a customer.
3. Depending on your settings, AIM Automate can then:
   • add them to a segment;
   • send them a thank-you message on WhatsApp;
   • alert your team by email or WhatsApp;
   • start any workflow that uses the Form submitted trigger.

Good to know

• Keep forms short. Every extra field means fewer people finish.
• Always ask for a WhatsApp number if you plan to follow up on WhatsApp.
• Pair every form with a workflow so no lead waits for someone to reply by hand.

Forms connect your website to WhatsApp: a submission becomes a contact, and the contact gets a conversation straight away.