Understanding forms

Forms in Zoho Marketing Automation are the building blocks used to capture visitor details across your website, landing pages and pop-ups. Understanding how they work helps you collect better quality leads with less effort.

What a form is made of

A form is made up of fields (such as name, email or phone number), a submit button and, optionally, hidden fields that record where the contact came from. You choose which fields appear and whether they are required.

Where forms are used

• Signup forms embedded directly in a webpage, blog post or landing page.
• Signup pop-ups that appear over the page based on a trigger, such as time on page or exit intent.
• Landing page forms built into a dedicated landing page created in Zoho Marketing Automation.

How submissions are handled

When someone submits a form, their details are saved as a contact, added to the list you selected when building the form, and tagged with the lead source. You can then use that source to filter contacts or trigger a journey.

Checking form performance

Each form has a report showing how many people viewed it, how many submitted it, and the resulting conversion rate, so you can compare forms and improve the ones that underperform.

Frequently asked questions

What is the difference between a form and a pop-up?

A form is embedded directly in a page, while a pop-up appears over the page content, usually triggered by a visitor action such as scrolling or time on page.

Can I use the same form on multiple pages?

Yes, the same embed code can be placed on any number of pages, blogs or landing pages.

Where can I see how a form is performing?

Each form has its own report showing visits, submissions and conversion rate.

Need help?

Need help building forms in Zoho Marketing Automation? Contact support@thoughtlogik.com or see our Zoho implementation services.