The Form Module helps collect user information such as name, email address, mobile number, registrations, feedback, or demo requests.

In PagePilot, forms are created using the Form Builder and can be attached to:

• Tooltips
• Product Tours
• Webinar campaigns
• Demo modules
• CTA buttons

When the interaction is published and the end user submits the form, the collected data is stored in the CRM system. This data can later be used for lead generation, webinar registrations, customer follow-up, marketing campaigns, and user engagement tracking.

Workflow in PagePilot

Create Form → Attach Form to Tooltip/Tour/Webinar/Demo → Publish Interaction → User Submits Form → Data Stored in CRM

How to Create a Form in PagePilot

This documentation explains the step-by-step process to create a form in PagePilot.

Prerequisites

Before creating a form, ensure that:

• User has valid login access to the PagePilot platform.
• Required permissions for the Form Module are enabled.
• CRM or field mapping configuration is completed, if required.

Steps to Create a Form

Step 1: Access the Form Module

After successful login to the PagePilot platform, the user will land on the dashboard screen.Click on Form Module

Step 2: Click on Create Form

Click on the Create Form button.

A popup screen will appear where the user needs to enter the form name.

Step 3: Enter Form Details

Add the required form details such as:

• Form Name

Step 4: Enter Form Details

Step 5: Enter Form Details

The Select Device option is used to choose the device type on which the form will be displayed.

tStep 6: Create the Form

Create the form by selecting single page or multiple page.

Now the Form Builder screen will open in next step.

Step 7: Select Method to Create Form

Step 8: Add Form Elements from Toolbox

From the Toolbox panel on the right side, drag and drop the required form elements onto the canvas.

Available elements include:Header Text,Paragraph,Text Input etc.

Step 9: Click on Edit Button

Step 10: Configure Field Details

After clicking on edit button user can configure the details of form element and related fieldfrom the left-side settings panel.relate changes can be seen on canvas.

Add:

• Field Name
• Input Heading Text

Example:

• Field Name: Name
• Input Heading Text: Enter Name

The field name should be unique because it is used as the key when submitting form data.

Step 11. Add More Field Details

Step 12: Preview the Form

Click on the Preview button to verify the form layout and functionality.

Step 13: Save Template

Click on the Save As template button to verify the form layout and functionality.

Step 13: Save Form

Click on save Button to save Form