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KB Module Guide

FORMS & SURVEYS

Creating high-converting lead capture forms, custom survey branching, and webhook integration.

Building custom lead capture forms

Access Sites > Forms > Builder. Drag and drop fields like Name, Email, Phone, and Custom Fields. Enable sticky contact fill for returning visitors.

Setting up conditional survey branching

In Surveys > Builder, configure Logic Rules to direct users to specific questions based on prior answers, ensuring personalized lead qualification.

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