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How to Customize the Site's Contact Form?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Edit the contact form

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Contact Form

The site's contact form is fully customizable — and it is the primary source of leads.

Editing the Form

  1. 1In the editor, select the Contact section
  2. 2Edit existing fields or add new ones

Available Field Types

Text, Email, Phone, Long Text, Dropdown Selection, Checkbox, Number, Date.

Settings for Each Field

  • Label — What the visitor sees
  • Required / Optional
  • Width — Full or half line

What Happens on Submission?

  1. 1The inquiry is saved as a new lead in Leads & customers → CRM
  2. 2An email notification is sent
  3. 3The visitor sees a confirmation message
💡 Tip: Add a "Subject of Inquiry" field of type Dropdown Selection — this categorizes leads for you in advance.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.