Forms, lead capture, and submissions

Forms are first-class citizens in Web Design. Every form you add is wired to your workspace — submissions land in a searchable Inbox, optionally email-notify your team, and can auto-create Contacts in the lead pipeline.

Three ways to add a form

From the section library. The Contact / Lead-capture / Booking categories all include pre-built form sections. Pick one and it lands fully wired up.
Via chat. Tell Claude "add a contact form with name, email, phone, and message". Claude generates a form section and registers it with the workspace forms backend automatically.
Form Builder dialog. Click + Form in the top bar, define your fields visually, and insert the result into the active page. Best when you need a precise field layout.

Field types

Text — single-line input.
Email — single-line with format validation.
Phone — single-line with light formatting.
Number — numeric input with min / max.
Textarea — multi-line for messages.
Select — dropdown of options you define.
Radio — single-choice button group.
Checkbox — single yes/no, or a group of multi-select.
Date — date-only or date-time picker.
File — file upload (PDF, image, etc., capped at 10 MB).
Hidden — value-only fields for tracking (UTM, source, etc.).

Each field can be marked required, given a placeholder, and attached to a help text string visible under the input.

Form settings

Open any form's settings from the inline edit modal (right-click the form, or click and choose Form settings):

Notification recipients. One or more email addresses that get a notification when a submission arrives. Leave empty to skip emails entirely (Inbox-only).
Notification template. Subject line and body. Use {{field_name}} tokens to inline submitted values.
Lead capture toggle. When on, every submission auto-creates a Contact in the project's pipeline at stage LEAD. Email and phone (when present) are merged with existing contacts so you don't get duplicates.
Redirect URL. Where to send the visitor after a successful submission. Leave empty to show an in-place success message.
Success message. The text shown in place of the form when no redirect URL is set.
Spam protection. Honeypot field (always on) plus optional rate-limiting per IP.

Submissions inbox

Every submission lands in Inbox at the workspace level. Each entry shows the submitting site, page, form name, all field values, the visitor's IP and user-agent, and the submission time. From here you can:

Mark as read / unread
Star important submissions
Reply by email (opens your mail client pre-filled)
Promote to a Contact (if lead capture wasn't on at submit time)
Export the filtered view as CSV
Delete (admin-only — soft-deleted, kept for 30 days)

The Inbox supports filtering by site, form, date range, and read state. The bell in the top-bar shows unread submission counts in real time.

Embedding a form on an external site

Already have a marketing site outside ItzSEO but want to collect leads into the same Inbox / pipeline? Generate an API token from Settings → API tokens, then use the embed snippet shown next to your form in the Forms tab of any project. The snippet is a ten-line JavaScript include — drop it into any page and submissions flow into the same Inbox as your hosted forms.