Forms

What are forms?

Forms let you collect information from visitors on your directory. You can use them for contact enquiries, newsletter signups, lead collection, and more. Forms can be placed on any page of your directory using the block builder.

• Drag-and-drop builder - Visually build forms with a variety of field types
• Quick-start templates - Get started instantly with pre-built form templates
• Lead collection - Flag forms as lead collectors to track potential customers
• Spam protection - Built-in honeypot protection against automated submissions
• Email notifications - Get notified when someone submits a form
• CSV export - Export submissions and leads for use in other tools
• Built-in contact form - Every directory gets a contact form automatically, fully editable via the form builder

Contact form

Every new directory automatically gets a contact form with Name, Email, and Message fields. This form powers the "Contact us" button in your directory's header (if you choose to add a link).

• The contact form is created automatically - no setup required
• It works exactly like any other form and can be fully customised in the form builder
• Add, remove, or reorder fields to suit your needs
• Submissions are stored in your database and appear on the Submissions page
• Email notifications are sent just like any other form

The contact form is marked as "Built-in" in your forms list and cannot be deleted, since it powers the header contact button. You can still fully customise its fields, name, and settings.

Accessing forms

• Open the edit page of your directory
• Click Forms in the sidebar

The forms page displays all your forms with their field count, submission count, lead collection status, and active status.

Creating a form

• Click the Create Form button
• Choose a template or start with a blank custom form
• Enter a name for the form
• Optionally add a description
• Toggle lead collection if this form should track leads
• Click Create

After creation, you'll be taken to the form editor where you can customise your fields.

Templates

Templates give you a head start by pre-populating your form with commonly used fields. Choose from:

• Custom - A blank form with no pre-populated fields. Start from scratch.
• Contact Form - Name, email, and message fields. Ideal for general enquiries.
• Newsletter Signup - Name and email fields. Perfect for building a mailing list.
• Lead Collection - Full name, email, phone, company, referral source, and message fields. Designed for capturing detailed lead information.

You can fully customise any template after creation - add, remove, or reorder fields as needed.

Form field builder

The field builder lets you visually design your form using drag-and-drop. Click into any form to open the editor.

Adding fields

• Click the Add Field button to add a new field
• Choose a field type from the available options
• Configure the field settings (label, placeholder, required, etc.)

Field types

The following field types are available:

Reordering fields

Drag fields up or down to rearrange the order they appear on the form. The live preview updates in real time as you make changes.

Field settings

Each field has configurable settings depending on its type:

• Label - The label displayed above the field
• Placeholder - Hint text shown inside the field before the user types
• Required - Whether the field must be filled in to submit the form
• Show in table - Whether the field value appears as a column in the submissions table
• Max characters - Maximum character limit for text inputs (default: 255) and textareas (default: 5,000)

Form settings

In addition to fields, you can configure general form settings:

• Name - The form name (used in admin and notifications)
• Description - A description of the form's purpose
• Lead collection - Whether submissions are flagged as leads
• Active - Whether the form accepts submissions
• Success message - The message shown to users after a successful submission

Adding forms to pages

Forms are displayed on your directory using the Custom Form block. You can add this block to any page that supports the block builder:

• Homepage
• Listing detail pages
• Custom pages
• Category pages

Adding a form block

1. Open the page editor and go to the blocks section
2. Add a new Custom Form block
3. Select the form you want to display
4. Optionally set a title and subtitle to appear above the form
5. Choose the block width (narrow, wide, or full) and position (left or center)

The form automatically inherits your directory's theme colours for inputs, buttons, and text.

Forms on listing pages

When a form block is placed on a listing detail page, submissions are automatically linked to that specific listing. This is especially useful for lead-collecting forms - you can see which listing a lead came from in the leads table.

Spam protection

All forms include built-in honeypot spam protection. This technique adds an invisible field to the form that real users won't fill in but automated bots will. Submissions that trigger the honeypot are silently rejected.

No configuration is needed - spam protection is enabled automatically for all forms.

Email notifications

When a visitor submits a form, the directory's primary contact email receives a notification. The email includes:

• The form name
• All submitted field data
• The related listing (if the form was on a listing page)
• The submission date and time

Notifications are sent in the background so they don't slow down the submission experience for the visitor.

Deleting a form

• Go to the forms list page
• Click the delete button on the form row
• Confirm the deletion when prompted

Related guides

• Submissions & Leads - View, filter, and export form submissions