Steps
- Open Sign-up forms in the Leads menu and click New sign-up form. Pick a ready-made form for your business with Use this, or Start blank.
- Fill Form name, Heading on the form and Description. For an event add Date & time, Where and the Joining link.
- Choose what to ask: Email, Company, City, and up to 6 of Your own questions (short answer, Pick one, date or number).
- Pick the board column new leads go to, their tags and Assign new leads to. If you need to, set Close registrations on or a Seat limit.
- Set the Form language for the form's own words. Tick Send each person a WhatsApp confirmation and Ask if they want offers on WhatsApp if you want them.
- Save, then share it: Copy link for WhatsApp and social media, Download QR for posters and your counter, or Add a button to your website.
Good to know
An automation can start When a sign-up form is submitted and send reminders timed around the form's date.
Answers show under Answers on the form's page, with a count for each Pick one question. Download CSV gives you all of them in a spreadsheet.
Duplicate copies a form with a new link for next month's batch. Untick Accepting sign-ups to close a form any time.
The form's page gives a separate link for each place you share it (WhatsApp, Instagram, Facebook, QR poster, website, ads) and counts the sign-ups from each. For an event, the thank-you page offers Add to Google Calendar, a calendar file for other phones, and a button to message you on WhatsApp. To take a fee or advance, fill Payment after sign-up (₹) and What it is for: they get a Pay button to your UPI, you confirm it on the lead once the money is in, and the form's page shows who paid.
Next in this sectionGet leads from WhatsApp