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A form is a simple way to collect information from people — their email, their name, a question they have. It’s how you turn a curious visitor into a lead you can follow up with. Everyone who fills out a Crevio form is added to your customer list. A form can also send them something in return, like a checklist, a guide or access to a course. That is called a lead magnet.

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Why you’d use a form

  • Grow your email list with a sign-up form
  • Give away a free guide, checklist or template in exchange for an email
  • Collect leads from a giveaway or waitlist
  • Let people ask a question or request a quote

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Build a form

1

Open Forms

In your dashboard, go to Forms and create a new form.
2

Add your fields

Choose what to ask for — email, name, phone number, a short message, multiple-choice options, or a consent checkbox. Keep it short; people are more likely to finish a quick form.
3

Choose what people get

Under Lead magnet, pick what everyone who submits receives: a file you upload, a link, or access to your content. Leave it on Nothing for a plain sign-up or contact form.
4

Put it on your website

Ask Crevio to add the form to your website, for example “add my worksheet form to the blog page.”
Let Crevio do it for you. Try “make a lead magnet form for my startup website checklist and put it on my homepage.” Crevio writes the file, builds the form and adds it to your website.

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Give people a freebie

When a form has a lead magnet, everyone who submits gets an email with it: You can write your own subject and message for that email. If you don’t, Crevio sends a short default one with your business name. People get the freebie every time they submit. Someone already on your list who signs up for a second freebie gets it too.

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Ask people to confirm their email

Turn on Require confirmation and people first get an email asking them to confirm. With a lead magnet, that email tells them to confirm to get it, and the freebie arrives once they click. People who already confirmed on an earlier form get it straight away. Use this when you want to be sure the addresses on your list are real. It adds a step, so a few people won’t finish. To send people to a page of your own once they confirm, add it under After they confirm, send them to.

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Tag people automatically

Tags you pick under Tag everyone who submits are added when someone submits, or once they confirm if confirmation is on. They are added to the person’s existing tags, never replacing them. Use a tag per freebie so you can see who asked for what, and email that exact group later.

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Ask for permission to email

Everyone who signs up for a freebie can receive your emails, and anyone can unsubscribe at any time. To make the permission explicit, add a Consent checkbox field, for example “I agree to receive emails from QNE,” and make it required. People can’t submit the form without ticking it, and Crevio keeps each submission, with when it was made, as your record. Turning on Require confirmation as well proves the address belongs to the person who signed up.

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Where submissions go

Every time someone fills out your form, they’re added to your customers list as a lead. You can follow up however you like — send them an email, include them in an ad audience, or reach out with an AI phone call.
If someone fills out a form using an email that’s already in your list, Crevio links it to their existing record instead of creating a duplicate.
Leads you never hear from again can be deleted automatically after a period you choose. See deleting inactive leads automatically.

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What forms can’t do

  • Only on your Crevio website. A form works on your Crevio website. You can’t paste it into a website hosted somewhere else. This is by design. If your main site is elsewhere, link to the page on your Crevio website that has the form.
  • One freebie per form. To offer two freebies, make two forms.
  • No automatic email series. A form sends the freebie, not a sequence of emails over the following days. Ask Crevio to set up a job that follows up with new sign-ups instead. See automation.
  • Files up to 500 MB. For anything larger, upload it elsewhere and use A link.

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If something goes wrong

If confirmation is on, they need to click the link in the confirmation email first. Ask them to check their spam folder for both emails. Submitting the form again sends a fresh email.
Check your customers list — new submissions appear there as leads. Make sure you’re looking at the right form, and that it isn’t archived: an archived form stops taking submissions.
Long forms scare people off. Ask only for what you truly need — often just an email is enough. A useful freebie also helps more than a “subscribe” button.
Open the form’s settings and confirm the tags are selected. Tags only apply to submissions made after you add them, and with confirmation on, only after the person confirms.

Customers

See every lead your forms bring in.

Tags & segments

Organize the people who sign up.

Email your customers

Follow up with new leads.

Run ads

Capture leads from ads, too.