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UPWARD FEATURE

Forms

Collect what you need on your page, on your own website or at booking, and send every answer to the CRM.

WHAT IT ISUpward forms cover the Contact Me form on your Bio/Profile Page, an embeddable version for any website, meeting questions and event registration questions. You build the fields, mark them required, and every submission creates or updates a CRM lead with the source and the answers attached.

A Contact Me form you control

Every Bio/Profile Page includes Contact Me. Add your own fields, choose their types, make them required, set full width, and reorder or duplicate them. Options for dropdowns can be edited in bulk.

  • Text, email, phone, dropdown and long text fields
  • Required and optional fields
  • Move up, move down, duplicate or remove
  • Preferred language field available

Embed it on any website

Generate an embed for your own site and style it to match: inline, popup or tab layout, one or two columns, colors, corner radius, font and light or dark theme. Send people to a thank-you URL after they submit.

  • Tag each embed with a source so you know which page produced the lead
  • Regenerate the embed key if it is ever exposed
  • Show or hide title, intro, phone, message and custom fields
  • Hide the Powered by label where your plan allows

Protected against abuse

Public forms are rate limited per visitor and per key, and a signed captcha token is checked on submit. Values are plain text, so a tampered embed cannot inject markup or script.

  • Limits per visitor and per embed key
  • Signed captcha verification
  • Only validated settings are rendered

Questions where they matter

Add questions to a meeting type so you arrive prepared. Add up to 3, 10 or unlimited custom registration questions to events, depending on plan. Answers stay with the booking or registration.

  • Meeting form fields, with hidden fields kept saved
  • Event questions: 3 Starter, 10 Deluxe, unlimited Pro
  • Answers can be exported from Deluxe events

Forms inside pages

The page builder includes a form block, so landing pages and extra pages can collect the same fields without a separate tool.

  • Form block alongside booking, reviews and videos
  • Same CRM capture
  • Same notifications

From submission to follow-up

A submission opens as a lead with a Contact Me card showing the answers. Reply by email or text from the record, and Vutesa can draft the reply.

  • Notification when it arrives
  • Source and tag saved
  • Reply from the same screen

How it works

Build the fields

Choose types, required flags and order.

Place it

Bio page, an extra page, a meeting type, or your own website by embed.

Tag the source

Know which page or campaign produced each lead.

Follow up

Reply from the lead, or put the person in a journey.

What's included

Contact Me

Custom fields, required flags and reordering.

Embeddable form

Inline, popup or tab, styled to your site.

Source tags

Attribute leads to the page that collected them.

Abuse protection

Rate limits and signed captcha.

Meeting and event questions

Answers saved with each booking or registration.

CRM capture

Every submission creates or updates a lead.

How Upward is different

Every touchpoint feeds one CRM: a booking, a form, a tracked link, a video view, a review, an event registration or a chat adds to the same person's timeline.
The same form works on your Bio page, extra pages and your own website
White-glove onboarding, support and training are included at no charge, so your team is set up properly instead of left with a manual.

Frequently asked questions

Can I put the form on a site that is not on Upward?

Yes. Copy the embed code, choose inline, popup or tab layout, and style it to match.

Where do submissions go?

Into your CRM as a lead with the answers and the source, and you are notified.

Is the form safe from spam?

Submissions are rate limited and need a signed captcha token.

Can I add my own questions?

Yes, on Contact Me, on meeting types and on events.

Can I redirect after submit?

Yes. Set a thank-you title or a redirect URL.

Related

Have a question about Forms?

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