Forms

What is Forms?

Forms lets you create custom web forms to capture leads, collect customer information, and gather feedback. Build forms with a visual builder, embed them on your website, and manage all submissions in one place—with automatic CRM integration.

Form submissions automatically create or update contacts in your CRM, keeping all your lead data organized.

Key Features

Visual Form Builder

Drag-and-drop interface to create forms without code. Add fields, customize labels, and set validation rules.

Multiple Field Types

Text, email, phone, textarea, dropdowns, checkboxes, and radio buttons. Build any form you need.

Embed Anywhere

Embed forms on your website, Kordless Page, or share as a standalone link.

CRM Integration

Submissions automatically create contacts and log activities in your CRM.

Getting Started

Navigate to Forms in the main navigation to create and manage your forms.

Creating a Form

Open Form Builder

Click Create Form to open the visual form builder.

Add Fields

Click on field types to add them to your form:

Text Input
Email
Phone
Text Area
Dropdown
Checkbox
Radio Buttons

Configure Fields

Click each field to customize:

Label text
Placeholder text
Required/optional toggle
Options (for dropdowns/radio)

Arrange Fields

Use the up/down arrows to reorder fields. Most important fields should come first.

Configure Settings

Set form-wide options:

Form name
Success message
Redirect URL
Email notifications

Save & Publish

Click Save Form to publish. Your form is ready to embed or share.

Field Types

Text Input

Single-line text field for short answers.

Label

string

required

Field label shown above the input.Example: “Full Name”, “Company Name”

Placeholder

string

Hint text shown inside the empty field.Example: “Enter your name…”

Required

boolean

Whether the field must be filled to submit.

Use for: Names, company names, short answers

Email

Email address input with automatic validation.

Label

string

required

Field label shown above the input.Example: “Email Address”, “Work Email”

Placeholder

string

Example: “[email protected]”

Use for: Email addresses, contact emails

Email fields automatically validate format. Invalid emails show an error message.

Phone

Phone number input with flexible formatting.

Label

string

required

Example: “Phone Number”, “Mobile”

Placeholder

string

Example: “(555) 123-4567”

Use for: Phone numbers, mobile numbers

Text Area

Multi-line text field for longer responses.

Label

string

required

Example: “Message”, “Tell us about your project”

Placeholder

string

Example: “Enter your message…”

Use for: Messages, descriptions, detailed responses

Select one option from a list.

Label

string

required

Example: “How did you hear about us?”

Options

array

required

List of choices for the dropdown.Example: [“Google Search”, “Social Media”, “Referral”, “Other”]

Use for: Single-choice questions, categories, selections

Checkbox

Single checkbox for yes/no questions or agreements.

Label

string

required

Example: “I agree to the terms and conditions”

Use for: Consent, agreements, opt-ins

Radio Buttons

Multiple choice where only one option can be selected.

Label

string

required

Example: “Preferred contact method”

Options

array

required

Example: [“Email”, “Phone”, “Text Message”]

Use for: Mutually exclusive choices, preferences

Form Builder Interface

Adding Fields

Click any field type in the “Add Field” section to add it to your form:

┌─────────────────────────────────────┐
│  ADD FIELD                          │
│  ┌─────┐ ┌─────┐ ┌─────┐ ┌─────┐   │
│  │ Aa  │ │  @  │ │  ☎  │ │ ¶   │   │
│  │Text │ │Email│ │Phone│ │Area │   │
│  └─────┘ └─────┘ └─────┘ └─────┘   │
│  ┌─────┐ ┌─────┐ ┌─────┐           │
│  │ ▼   │ │ ☑  │ │ ○   │           │
│  │Drop │ │Check│ │Radio│           │
│  └─────┘ └─────┘ └─────┘           │
└─────────────────────────────────────┘

Editing Fields

Click on any field to expand its settings:

Field Label: The question or label text
Field Type: Change the field type if needed
Placeholder Text: Hint shown in empty fields
Required: Toggle to make field mandatory
Options: For dropdowns and radio buttons

Reordering Fields

Use the arrow buttons to move fields up or down in the form order.

Duplicating & Deleting

Duplicate: Copy a field with all its settings
Delete: Remove a field (requires confirmation)

Form Settings

Basic Settings

Form Name

string

required

Internal name for managing the form. Not shown to visitors.Example: “Contact Form”, “Quote Request”

Success Message

string

Message shown after successful submission.Example: “Thank you! We’ll be in touch within 24 hours.”

Redirect URL

string

Optional URL to redirect to after submission.Example: “https://yoursite.com/thank-you”

Notifications

Email Notifications

boolean

Send email when form is submitted.

Notification Email

string

Email address to receive notifications.

Embedding Forms

Embed Code

Get the embed code from your form’s settings:

<!-- Kordless Form Embed -->
<script 
  src="https://app.kordless.ai/forms/embed/script/YOUR_FORM_TOKEN" 
  async>
</script>
<div id="kordless-form-YOUR_FORM_TOKEN"></div>

Embedding Methods

HTML/Any Website
WordPress
Kordless Page
Standalone Link

Add the embed code anywhere in your HTML:

<div class="contact-form">
  <h2>Get in Touch</h2>
  <script 
    src="https://app.kordless.ai/forms/embed/script/YOUR_TOKEN" 
    async>
  </script>
  <div id="kordless-form-YOUR_TOKEN"></div>
</div>

Share the form as a direct link:

https://app.kordless.ai/forms/embed/YOUR_TOKEN

Great for sharing in emails, social media, or QR codes.

Styling Embedded Forms

Forms inherit your website’s base styles. For custom styling:

/* Target the form container */
#kordless-form-YOUR_TOKEN {
  font-family: your-font, sans-serif;
}

/* Style form inputs */
#kordless-form-YOUR_TOKEN input,
#kordless-form-YOUR_TOKEN textarea {
  border: 1px solid #ddd;
  border-radius: 4px;
}

/* Style the submit button */
#kordless-form-YOUR_TOKEN button[type="submit"] {
  background-color: #007bff;
  color: white;
}

Managing Submissions

Submissions List

Navigate to Forms → Submissions to view all form responses:

Date: When the form was submitted
Form Name: Which form was used
Contact Info: Email/phone from submission
Status: New, Reviewed, Followed Up
Quick Actions: View details, create contact

Submission Details

Click any submission to view:

All field responses
Submission timestamp
Source (embedded page or direct link)
CRM contact link (if created)

Bulk Actions

Select multiple submissions to:

Mark as reviewed
Export to CSV
Delete submissions

CRM Integration

Automatic Contact Creation

When a form is submitted:

Check for existing contact by email or phone
Create new contact if not found:
- Name from form (if provided)
- Email from email field
- Phone from phone field
- Source: “Form Submission”
- Tags: Form name
Update existing contact if found:
- Add new information
- Log activity for submission

Activity Logging

Each submission creates a CRM activity:

Type: Form Submission
Details: All form fields and values
Date: Submission timestamp
Source: Form name and page

Custom Field Mapping

Custom field mapping is coming soon! You’ll be able to map form fields to specific CRM contact fields.

Form Templates

Start with pre-built templates for common use cases:

Contact Form

Name, email, phone, message. Classic contact form for general inquiries.

Quote Request

Contact details plus service selection and project description.

Appointment Request

Contact info, preferred dates, service type, and notes.

Feedback Form

Rating, comments, and suggestions. Perfect for customer feedback.

Best Practices

Keep Forms Short

Every additional field reduces completion rates:

Essential only: Name, email, one question
Ask for more later: Follow up after initial contact
Use smart defaults: Pre-fill when possible

Rule of thumb: 3-5 fields is ideal for most forms.

Use Clear Labels

Make fields easy to understand:Good: “Your email address” Bad: “Email”Good: “What services are you interested in?” Bad: “Services”

Make Required Fields Obvious

Clearly indicate what’s required:

Mark required fields with asterisks (*)
Or explicitly say “optional” on optional fields
Don’t make everything required

Test Before Launching

Always test your form:

Submit a test entry
Verify email notifications work
Check CRM contact creation
Test on mobile devices

Respond Quickly

Form submissions expect fast responses:

Set up email notifications
Respond within 24 hours
Use auto-responders for immediate acknowledgment
Track response times

Troubleshooting

Form Not Displaying

Check:

Embed code is complete and correct
Token matches your form
No JavaScript errors in console
Form is published (not draft)

Solution: Re-copy embed code from form settings

Submissions Not Appearing

Causes:

Form validation errors preventing submission
Network issues
Form not saved after creation

Solution: Test form directly and check browser console

Email Notifications Not Sending

Check:

Email notifications enabled in settings
Notification email address is correct
Check spam/junk folder

Solution: Verify settings and test with a new submission

CRM Contact Not Created

Causes:

No email or phone field in form
Existing contact with same email
CRM integration disabled

Solution: Ensure form has email field; check for existing contact

Analytics

Form analytics are coming soon! You’ll be able to track:

Submission rates
Conversion by source
Field completion rates
Drop-off analysis
A/B testing results

Next Steps

Set Up CRM

Manage leads captured by your forms

Create Kordless Page

Add forms to your public landing page

Configure Sales Chat

Combine forms with AI chat for more leads

Website Analytics

Track form performance on your website

Getting Started

CRM

Sales Chat

Voice Agent (Phone)

Calendar & Bookings

Business Info

Kordless Page

Website

Integration

​What is Forms?

​Key Features

Visual Form Builder

Multiple Field Types

Embed Anywhere

CRM Integration

​Getting Started

​Creating a Form

​Field Types

​Text Input

​Email

​Phone

​Text Area

​Dropdown

​Checkbox

​Radio Buttons

​Form Builder Interface

​Adding Fields

​Editing Fields

​Reordering Fields

​Duplicating & Deleting

​Form Settings

​Basic Settings

​Notifications

​Embedding Forms

​Embed Code

​Embedding Methods

​Styling Embedded Forms

​Managing Submissions

​Submissions List

​Submission Details

​Bulk Actions

​CRM Integration

​Automatic Contact Creation

​Activity Logging

​Custom Field Mapping

​Form Templates

Contact Form

Quote Request

Appointment Request

Feedback Form

​Best Practices

​Troubleshooting

​Analytics

​Next Steps

Set Up CRM

Create Kordless Page

Configure Sales Chat

Website Analytics

What is Forms?

Key Features

Getting Started

Creating a Form

Field Types

Text Input

Email

Phone

Text Area

Dropdown

Checkbox

Radio Buttons

Form Builder Interface

Adding Fields

Editing Fields

Reordering Fields

Duplicating & Deleting

Form Settings

Basic Settings

Notifications

Embedding Forms

Embed Code

Embedding Methods

Styling Embedded Forms

Managing Submissions

Submissions List

Submission Details

Bulk Actions

CRM Integration

Automatic Contact Creation

Activity Logging

Custom Field Mapping

Form Templates

Best Practices

Troubleshooting

Analytics

Next Steps