Introduction to web forms

Salesmate Web forms allow you to gather information about your website visitors and directly capture your web form submissions into Salesmate.

• Users with "Manage Forms" right will be able to access forms.

We will cover the following topics:

1. Create a web form
2. Delete a form
3. Disable / Enable a form
4. Edit a form
5. Clone a form
6. Share a form
7. Double Opt-in
8. View form submissions
9. Export form data
10. View form Insights

Note: The Salesmate Web Forms are branded with the Salesmate logo for accounts with a Starter plan subscription. The branding is removed from Growth plans and above.