Creating and Managing Web Forms
Web Forms allow vendors to collect inquiries, gather client info, and turn form submissions into sales opportunities — all from one place. You can customize your questions, embed forms externally, and track form performance in real time.
Where to Find It
From the Business Studio:
Under Marketing → Go to Web Forms
Here you'll see:
Total Views
Opportunities created
Form Completion Rate
Engagements over time
A full list of your active and draft forms
Building a New Web Form
1. Click + Build a New Web Form
2. Fill out:
Form Name
Field Label Placement (Above or Inline)
Whitelisted Domains (Recommended: restrict where the form can be embedded)
3. Click Add Form
4. You’ll then be able to add custom form questions and manage the design
📌 Each form can be linked to a landing page, embedded on a website, or set as your Profile Page Contact Form.
Managing Forms & Submissions
Once a form is live, you can:
Edit questions
View real-time analytics (views, completions, and engagement)
See opportunities created from submissions
Toggle form visibility (e.g., Published vs. Draft)
Clicking on any form opens a right-hand sidebar with:
Publication status
Link to preview the form on your profile
List of custom questions and structure
Performance Metrics Explained
Total Views. Number of times the form was loaded or viewed
Opportunities. Form submissions that converted into leads or quote requests
Form Completion Rate. The percentage of people who submitted the form after viewing it
Engagement Graph. Tracks trends in viewer engagement and submission performance over time
Use the dropdown at the top to filter data by time range (e.g., past 7, 14, or 30 days).
Using Web Forms on Your Profile
Each vendor profile has a default Profile Page Contact Form, visible at the bottom of your public page. You can customize this form with:
Event questions
Budget inquiries
Scheduling needs
Preferred contact method
This helps capture higher-quality leads and turn them into Opportunities in your Dashboard.
Best Practices for Web Forms
Keep forms short: 2–5 questions usually perform best
Use open-ended fields to capture more context
Ask at least one qualifying question (e.g., budget or event date)
Monitor form performance and optimize based on drop-off
Use whitelisted domains to control where forms can be embedded externally
Frequently Asked Questions
Can I embed a Tripletake form on my own website?
Yes! Each form generates a unique embed code you can use to display it directly on your website.
Will leads from my form show up in Opportunities automatically?
Yes. Any form submission is automatically converted into a new opportunity and added to your sales pipeline.
Can I customize the fields in my form?
Absolutely. You can add, remove, or reorder fields to match your intake process and data needs.
Are submissions saved anywhere?
Yes, all responses are stored in the Opportunities section, and a contact record is automatically created or updated.
