About contact forms

Learn how contact forms work in QuickBooks Online. A contact form gives everyone a reliable way to reach your business. 

Prerequisites

• You can create one contact form per account. 
• You must publish your form before you share it. To learn how to share your contact form, check out Create and manage contact forms in QuickBooks Online. 
• A contact form has 2 states: published and unpublished.
• Contact forms collect email marketing consent. To learn more check out The importance of email marketing consent. 

Terms

Here are some terms to know when you use the contact form builder.

Contact form editor

The QuickBooks tool that helps you create, customize, publish, and share your contact form. 

Elements

The components that make up your contact form, like form fields and buttons.

Tabs

The 3 panels, Outline, Design, and Share, within the contact form editor that house different customization options. 

What's a contact form?

A contact form is an online tool that helps you collect information from potential leads.  Customers typically use a contact form to ask a question, inquire about a service, request help, or report a problem. You can add a contact form to your website, or you can share it with a link.

Contact forms help you:

• Give potential leads a straightforward way to contact you.
• Collect names, email addresses, phone numbers, and messages from site visitors
• Track and manage form submissions as a lead source.

How does a contact form work? 

After you create, customize, publish, and share your contact form, potential leads can fill it out with their information. When someone submits your contact form, a Lead will be created on the Leads page. An Opportunity will also be created and linked to that Lead. After you receive a new form submission, you’ll receive an email at the address associated with your QuickBooks Online account. 

About the contact form builder

The contact form builder has 2 steps.

1. Form: Customize the fields that you want to collect from your potential leads.
2. Confirmation message: Create a brief message that shows after someone submits your form. 

 Within the Form step, the contact builder has 3 tabs. 

• Outline: Manage the details and arrange your contact form elements.
• Design: Edit the colors, fonts, and styling of your contact form. To customize your contact form to match your brand, use your brand kit. 
• Share: Embed your contact form on your website or use a custom link. 

You can Undo, Redo, and Preview changes within the Form step, as well. 

Next steps

After you learn about contact forms, Create and manage contact forms in QuickBooks Online.