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Forms

Capture leads with forms that feed straight into your contacts, with conditional logic, styling, and embeds.

  • How forms, contacts, and custom fields work together

    The big picture on forms: what they do, where the answers go, and how they connect to your contact records.

    6 min read · beginner
  • Build your first form

    Step-by-step guide to creating a form: adding fields, marking what's required, choosing a layout, and setting what happens after submit.

    8 min read · beginner
  • Style your form

    Match a form to your brand using themes, colors, fonts, button styles, and layout controls.

    6 min read · beginner
  • Add a form to a page or embed it on an external site

    Place a form directly on a page you built here, or embed it on a site hosted elsewhere using the JavaScript or iframe embed code.

    7 min read · intermediate
  • Conditional logic, hidden fields, and UTM capture

    Show or hide fields based on answers, pass hidden data along with a submission, and automatically capture which campaign a lead came from.

    8 min read · intermediate
  • Multi-step forms and quizzes

    When to break a form into multiple steps, how surveys and quizzes work, and how to keep a longer flow from losing people halfway through.

    7 min read · intermediate
  • Managing submissions and notifications

    Where to find every response a form has collected, how to export them, set up notifications, and trigger automations the moment someone submits.

    7 min read · beginner

Other topics

  • Funnels & Websites
  • Blogs
  • Analytics
  • SEO & AEO
  • Troubleshooting
  • Contacts
  • Smart Lists
  • Bulk Actions
  • Custom Fields
  • Social Planner
  • Email Marketing
  • Email Templates
  • Campaigns
The Viking Stack

The Viking Stack Knowledge Base

Guides for the current platform. Articles are updated as features change.

Need help? Email trevor@thevikingstack.com.

Sites & Content

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  • SEO & AEO
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CRM

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  • Smart Lists
  • Bulk Actions

Custom Fields

  • Custom Fields

Marketing

  • Social Planner
  • Email Marketing
  • Email Templates
  • Campaigns

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