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How to Create Your First Form in Form Builder
Learn how to create, save, and share your first DigitalPilot form so you can start capturing qualified B2B leads.
What This Article Covers
This guide walks you through creating your first form in the form editor, saving it, and sharing it via a public URL or embed—matching the in-app Edit, Options, and Share tabs.
Who Can Perform This Action
Any signed-in user who can open the workspace for a tag can use Forms and New Form for that tag.
Step-by-Step Instructions
1. Open the form editor
- Log in to DigitalPilot.
- In the left sidebar, open Forms.
- Click New Form (top right on the Forms list).
2. Set the form title and add fields
- Stay on the Edit tab. Enter a Form title (for example: Demo request — main site).
- Add fields from the field palette (for example, Email for the lead’s address, Short answer for name, and other types you need). Open a field to set the label and, if needed, turn on Required in the field editor.
- Keep required fields to a minimum to improve conversion.
3. Save your work
- Click Save in the bar at the bottom of the page. The form is available to share once it has been saved (there is no separate Publish control).
4. Share: hosted link or embed
- Open the Share tab.
- Use Form URL to copy the public link to the full-page form, or Embed iframe to copy the iframe HTML and embed the form on your site. Use Copy next to the URL or iframe snippet you need.
5. (Optional) Options
- Open the Options tab for Style (colors, font, etc.) and Submission (for example, custom submit button text). Block free email providers is available here on Pro plans—see How to Block Personal Email Domains in Forms.
Validation Checklist
- Submit a test entry with a real business email.
- Confirm the submission appears in Lead Center (follow How to Track Form Submissions in Lead Center to verify).
- Confirm attribution fields are present if UTM parameters are used.
Tips and Best Practices
- Use one form per conversion goal so reporting is clearer.
- Align field labels with your CRM naming conventions.
- Use concise helper text to reduce drop-off.
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