1
Forms vs. Surveys
Before you build, it helps to understand the difference between a form and a survey — they serve different purposes in your lead workflow.
- Forms collect contact info and are short (1 page). They're designed for quick lead capture: name, phone, email, and a few qualification questions. Most visitors will fill out a short form without hesitation.
- Surveys are multi-step and can branch based on answers. A survey walks the respondent through multiple screens, and you can set up logic that changes what they see next based on what they select.
- Use forms for lead capture. If your goal is getting someone's contact information so you can follow up, a form is the right tool. Keep it short — only ask what you actually need right now.
- Use surveys for onboarding or qualification. If you need to gather detailed info before a call, understand a client's situation, or qualify whether someone is a good fit, a multi-step survey gives you that depth without overwhelming them all at once.
Tip: When in doubt, start with a form. You can always follow up a form submission with an automated survey sent via email or SMS — this two-step approach gets you the contact first, then the detail.
2
Creating a New Form
Building a new form in Jtek takes just a few clicks. Here's how to get from zero to a live form ready for fields.
- Go to Sites in the left sidebar — Click the Sites icon, then select "Forms" from the submenu. This is where all your forms live.
- Click "+ New Form" — The button is in the top right corner of the Forms page. A dialog will appear asking for a form name.
- Name your form clearly — Use a descriptive name like "Home Buyer Inquiry" or "Free Consultation Request." This name appears in your dashboard and helps you stay organized as you create more forms.
- Choose your form type — Select either Inline Form (sits inside a page like a normal section) or Sticky Contact Form (floats at the edge of the screen as visitors scroll). Inline is most common for landing pages.
- Click Create — The form builder will open and you're ready to start adding fields.
Jtek
Dashboard
Contacts
Sites
Settings
Form Name *
Home Buyer Inquiry
FORM TYPE
Inline Form
Embedded in page
Sticky Form
Floats on scroll
Tip: Create a separate form for each campaign or page where you're capturing leads. This lets you track which form is performing best and customize the fields and submit actions per context.
3
Adding Fields
The form builder uses a drag-and-drop interface. Fields come from the panel on the left and drop onto your form canvas on the right.
- Open the field panel on the left — You'll see standard field types: First Name, Last Name, Phone, Email, Dropdown, Checkbox, Text Area, and more. Custom fields you've created in Contacts also appear here.
- Drag a field onto the canvas — Grab any field and drag it into the form area. A blue insertion indicator shows where the field will land. Drop it to place it.
- Most lead capture forms need only three fields: Name, Phone, Email. Resist the urge to add more. Every additional field reduces your completion rate — sometimes by 10–15% per field.
- Click any placed field to configure it — Set the label text, placeholder text, whether it's required, and any validation rules (e.g., phone must be 10 digits).
- Reorder fields by dragging them — Grab the handle icon on the left side of any placed field to move it up or down. Convention is: Name first, Phone second, Email third, then any additional questions.
- Add a Submit button at the bottom — The Submit button is its own element. You can customize the button text (e.g., "Get My Free Estimate" instead of "Submit") and its color to match your branding.
FIELDS
First Name
Last Name
Phone
Email
Dropdown
Checkbox
FORM PREVIEW
First Name *
Phone *
Email *
Get My Free Estimate
4
Configuring the Submit Action
The submit action controls what happens the moment someone hits the button on your form. Set this before going live.
- Open Form Settings — At the top of the form builder, click the "Settings" tab (or gear icon) to switch from the builder view to the settings panel.
- Find the "On Submit" section — This section controls what the visitor sees or where they go after they click Submit. You have three choices.
- Option 1 — Redirect to URL: Enter a thank-you page URL. The visitor is sent there immediately after submitting. Best practice is to redirect to a dedicated thank-you page that also fires your conversion tracking pixel (e.g., Google Ads, Facebook).
- Option 2 — Show Message: Display an inline confirmation message (e.g., "Thanks! We'll be in touch within 24 hours.") without leaving the page. Good for embedded forms where you don't want to disrupt the page flow.
- Option 3 — Do Nothing: Use this only if your website or funnel handles the post-submit experience itself (e.g., a custom JS listener). Not recommended unless your developer needs this control.
Tip: Redirect to a thank-you page whenever possible. It lets you fire conversion tracking pixels, show a personalized message, and even offer an upsell or calendar booking link while engagement is highest.
5
Connecting to a Pipeline
A form submission should automatically add the new contact to your pipeline — here's how to wire that up so nothing falls through the cracks.
- Open Form Settings — Click the Settings tab inside the form builder.
- Find the Automations section — Scroll down in Settings until you see the "Automations" block. This is where you connect form submissions to workflows.
- Add a workflow trigger — Click "+ Add Automation" or "+ Add Workflow." Select the workflow you want to fire when this form is submitted. If you haven't built it yet, you'll need to do that first in the Automations section of Jtek.
- The workflow should add the contact to your pipeline — Inside the workflow, include a "Create Opportunity" action that specifies which pipeline and which stage. For a new lead form, "New Lead" is typically the right stage.
- Test by submitting the form yourself — Use a test email address. Check that the contact appeared in Jtek, the pipeline opportunity was created at the correct stage, and any other workflow actions (SMS, email, internal notification) fired correctly.
Tip: Always include an internal notification action in your form workflow — a text or email to yourself or your team alerting you that a new lead just came in. Don't rely on checking the dashboard manually.