Forms are how strangers become contacts. Your platform includes Fluent Forms Pro — a drag-and-drop form builder wired directly into your CRM, so every submission can become a tagged contact with zero copy-paste.
What forms are for on a platform like yours
- Lead magnet opt-in — “get the free guide” → email lands in FluentCRM with a tag → automated delivery email.
- Contact form — questions from visitors, routed to your inbox.
- Application forms — qualify people for a program or service before they book.
- Surveys and feedback — ask students what to build next.
Build a form
- In WordPress admin, go to Fluent Forms → New Form. Start from a template or blank.
- Drag in fields. Fewer fields, more submissions — name and email is enough for an opt-in; ask for more only when you’ll actually use it.
- In Settings → Confirmation, decide what happens after submit: a message, or redirect to a thank-you page.
- In Settings → Email Notifications, set the notification to yourself (and an autoresponse to the submitter if relevant).
- Embed the form in any page with the Fluent Forms block/widget.
The step that makes it a system: connect to your CRM
In the form’s Marketing & CRM integrations, add the FluentCRM connection: map the name and email fields, and apply a tag that says where this person came from (“lead-free-guide”). That tag can then trigger an automated sequence — delivery, a few value emails, an offer. That chain is the classic lead machine, and every piece of it is already on your platform: Automations.
Spam
Public forms attract bots. Fluent Forms ships with honeypot protection, and you can add a CAPTCHA in form settings if junk gets through. If a form suddenly floods with garbage, ask support — filtering rules take minutes to apply.
Look at the data
Submissions are stored under Fluent Forms → Entries (not only emailed), so nothing is lost to a spam folder. Export to CSV anytime — it’s your data, like everything else here.
