{"id":444532,"date":"2023-11-28T18:11:22","date_gmt":"2023-11-28T17:11:22","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/forms\/"},"modified":"2023-11-28T18:11:22","modified_gmt":"2023-11-28T17:11:22","password":"","slug":"forms","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/en\/help\/automation\/forms\/","title":{"rendered":"Forms"},"content":{"rendered":"<hr>\n<h2>Introduction<\/h2>\n<p>Kafinea&#8217;s <strong>forms<\/strong> allow you to create public web forms that directly feed your database. A visitor or client can fill out an online form, and the data is automatically saved in the corresponding module (leads, contacts, tickets\u2026). Form management is accessible via <em><strong>Tools &gt; Forms<\/strong><\/em>.  <\/p>\n<hr>\n<h2>1. Create a Form<\/h2>\n<p>To create a form:<\/p>\n<ol>\n<li>Go to <em><strong>Tools &gt; Forms<\/strong><\/em><\/li>\n<li>Select the target module (Leads, Contacts, Tickets\u2026)<\/li>\n<li>Choose the fields to include in the form<\/li>\n<li>Configure options (required fields, default values, redirect URL after submission)<\/li>\n<li>Generate the form&#8217;s HTML code<\/li>\n<\/ol>\n<p>The generated HTML code can be integrated into your website, a landing page, or any other online medium.<\/p>\n<hr>\n<h2>2. How it Works<\/h2>\n<p>When a visitor submits the form:<\/p>\n<ul>\n<li>A new record is created in the target module with the entered data<\/li>\n<li>The record can be automatically assigned to a user or group<\/li>\n<li>A notification can be sent to the relevant team (via a <a href=\"https:\/\/www.kafinea.com\/en\/documentation\/automation\/workflows\/\">workflow<\/a>)<\/li>\n<\/ul>\n<blockquote>\n<p><strong>Good to know<\/strong>: Forms are protected against automated submissions (spam) thanks to integrated validation mechanisms.<\/p>\n<\/blockquote>\n<hr>\n<h2>3. Use Cases<\/h2>\n<ul>\n<li><strong>Lead Generation<\/strong>: contact form on your website that automatically creates a lead in Kafinea<\/li>\n<li><strong>Support Requests<\/strong>: ticket creation form accessible to clients<\/li>\n<li><strong>Information Collection<\/strong>: form for updating client contact details<\/li>\n<\/ul>\n<hr>\n<h2>4. Frequently asked questions<\/h2>\n<p><strong>Can the form be visually customized?<\/strong><br \/>\nThe generated HTML code can be styled with your own CSS to match your website&#8217;s graphic charter.<\/p>\n<p><strong>Can I receive a notification for each submission?<\/strong><br \/>\nYes, configure a <a href=\"https:\/\/www.kafinea.com\/en\/documentation\/automation\/workflows\/\">workflow<\/a> on the target module to send an email notification when a record is created via the form.<\/p>\n<p><strong>Are the data secure?<\/strong><br \/>\nForms use an HTTPS connection, and data is transmitted encrypted to your Kafinea instance.<\/p>\n<hr>\n<h2>Related references \ud83d\udd17<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.kafinea.com\/en\/documentation\/marketing\/leads\/\">Leads<\/a><\/li>\n<li><a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/support-client\/les-tickets\/\">Tickets<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Kafinea&#8217;s forms allow you to create public web forms that directly feed your database. A visitor or client can fill out an online form, and the data is automatically saved in the corresponding module (leads, contacts, tickets\u2026). Form management is accessible via Tools &gt; Forms. 1. Create a Form To create a form: Go&#8230;<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[790],"doc_tag":[],"class_list":["post-444532","docs","type-docs","status-publish","hentry","doc_category-automation"],"year_month":"2026-08","word_count":275,"total_views":"1","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Kenny Legros","author_nicename":"kenny-legros","author_url":"https:\/\/www.kafinea.com\/en\/author\/kenny-legros\/"},"doc_category_info":[{"term_name":"Automation","term_url":"https:\/\/www.kafinea.com\/en\/help\/automation\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Help - Forms &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/en\/help\/automation\/forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Help - Forms &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"Introduction Kafinea&#8217;s forms allow you to create public web forms that directly feed your database. 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