Create Forms in Geta.ai

Why Use Forms?

Forms help collect user information efficiently, whether for lead generation, feedback, surveys, or customer inquiries. In Geta.ai, you can create customized web forms tailored to your business needs.

Steps to Create a Form

1. Access the Forms Module

• Log in to your Geta.ai dashboard.
• Navigate to the Forms module.

2. Create a New Form

• Click on the Create Form button.
• Enter a Form Name (e.g., "Lead Capture Form").
• Click Save to create the form.

3. Add Elements to the Form

• After saving, you will enter the form editor.
• Add form elements such as:
  • Text Fields (e.g., Name, Email, Phone Number)
  • Dropdown Menus (e.g., Select a Service)
  • Radio Buttons (e.g., Yes/No options)
  • Checkboxes (e.g., Accept Terms & Conditions)
  • File Uploads (e.g., Resume Submission)
• Customize field labels, placeholder text, and validation rules as needed.

4. Save and Publish the Form

• Click Save to store your progress.
• Once finalized, click Publish to make the form live.

Next Steps

✅ Embed the Form – Copy the embed code and paste it into your website or landing page.
✅ Test the Form – Submit a test entry to ensure all fields work correctly.
✅ Analyze Submissions – View collected responses in the Forms Module for lead management.

By following these steps, you can easily create and deploy web forms in Geta.ai, helping streamline data collection and engagement.