> ## Documentation Index
> Fetch the complete documentation index at: https://crevio.co/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms & lead capture

> Build a form to collect emails and leads, send submissions straight to your customers list, and tag people automatically -- or just ask Crevio to make the form for you.

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.

With Crevio you can build a form in minutes, and everyone who fills it out is added to your audience automatically. Or skip the building entirely and ask Crevio to create the form for you.

## Why you'd use a form

* Grow your email list with a sign-up form
* Collect leads from a giveaway or waitlist
* Let people ask a question or request a quote
* Gather sign-ups before a launch

## Build a form

<Steps>
  <Step title="Open Forms">
    In your dashboard, go to **Forms** and create a new form.
  </Step>

  <Step title="Add your fields">
    Choose what to ask for -- email, name, phone number, a short message, or multiple-choice options. Keep it short; people are more likely to finish a quick form.
  </Step>

  <Step title="Set up automatic tags">
    Pick one or more [tags](/features/tags) to apply to everyone who submits. For example, tag everyone from a "Summer giveaway" form so you can email that exact group later.
  </Step>

  <Step title="Share it">
    Add the form to your site or share its link anywhere -- in a post, an email, or a bio.
  </Step>
</Steps>

<Tip>
  Let Crevio do it for you. Try "create a waitlist form that collects name and email and tags everyone as 'launch waitlist'." Crevio builds the whole thing -- you just share it.
</Tip>

## Where submissions go

Every time someone fills out your form, they're added to your [customers](/features/customers) list as a lead. That means their details are saved in one place, and you can follow up however you like -- send them an [email](/features/email-marketing), include them in an [ad](/features/ads) audience, or even reach out with an [AI phone call](/features/calls).

<Note>
  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.
</Note>

## Tag people automatically

The tags you set on a form are applied the moment someone submits. This keeps your audience organized without any extra work -- you always know where each person came from, which makes targeting your emails and ads much easier later on.

## If something goes wrong

<AccordionGroup>
  <Accordion title="Submissions aren't showing up">
    Check your [customers](/features/customers) list -- new submissions appear there as leads. Make sure the form is published and that you're looking at the right form.
  </Accordion>

  <Accordion title="People aren't filling out my form">
    Long forms scare people off. Ask only for what you truly need -- often just an email is enough. You can also ask Crevio to suggest a shorter version.
  </Accordion>

  <Accordion title="My tags aren't being applied">
    Open the form's settings and confirm the tags are selected. Tags only apply to submissions made after you add them.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Customers" icon="users" href="/features/customers">
    See every lead your forms bring in.
  </Card>

  <Card title="Tags & segments" icon="tag" href="/features/tags">
    Organize the people who sign up.
  </Card>

  <Card title="Email your audience" icon="envelope" href="/features/email-marketing">
    Follow up with new leads automatically.
  </Card>

  <Card title="Run ads" icon="bullhorn" href="/features/ads">
    Capture leads from ads, too.
  </Card>
</CardGroup>