Forms are one of the most useful tools in your online business.
They allow you to collect information from potential customers, grow your email list, capture enquiries and move people into your sales and marketing systems.
Buzzlink includes forms and lead capture tools that can be connected with other parts of your customer journey, including contacts and automation workflows.
Here's how to think about creating your first form in Buzzlink.
Step 1: Decide What Your Form Is For
Before you add fields and start designing, decide what the purpose of your form is.
You could create a form for:
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Newsletter subscriptions
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Lead magnets
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Contact enquiries
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Discovery calls
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Event registrations
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Waitlists
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Customer feedback
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Quote requests
Your goal will determine what information you need to collect.
Step 2: Choose the Information You Need
Ask yourself:
What information do I genuinely need from this person?
For an email list, you may only need:
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First name
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Email address
For a service enquiry, you may need:
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Name
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Email
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Phone number
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Information about their enquiry
Avoid making your forms longer than necessary.
Every additional question gives someone another opportunity to think, “I'll do this later.”
And we all know what happens to things we plan to do later.
They disappear into the mysterious void along with gym memberships and unfinished online courses.
Step 3: Create Your Form Fields
Set up the fields you want your visitor to complete.
Make sure each field has a clear label.
For example:
First Name
Email Address
Tell Me About Your Business
If a field is required, make that clear.
Try to avoid confusing questions or vague labels.
Step 4: Add a Clear Button
Your button should explain what will happen next.
Instead of simply writing:
Submit
Consider:
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Download the Guide
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Join the Newsletter
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Send My Enquiry
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Reserve My Spot
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Get Started
Your call to action should match the reason someone is completing the form.
Step 5: Decide What Happens After Submission
This is an important step that is often forgotten.
What happens when someone completes your form?
You could:
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Display a thank you message
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Send them to a thank you page
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Deliver a free resource
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Add them to an email sequence
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Notify your team
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Add a tag or category to the contact
Buzzlink's workflow capabilities can connect form submissions with follow-up actions and other marketing processes.
Step 6: Connect Your Automation
A simple example could look like this:
Form completed
↓
Contact created or updated
↓
Welcome email sent
↓
Contact receives follow-up sequence
This allows your business to continue the conversation without you manually sending every email.
Step 7: Add Your Form to Your Marketing
Once your form is ready, you need to put it somewhere people can actually find it.
Depending on your setup, this could include:
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Your website
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A landing page
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A sales funnel
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A blog post
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A social media campaign
Think about where your ideal customer is most likely to see it.
Step 8: Test the Entire Process
Always test your form before promoting it.
Use a test email address and check:
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The form submits correctly
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Your information is captured
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The contact is created correctly
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Any follow-up actions are triggered
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Emails arrive as expected
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The experience works on mobile
Common Form Mistakes
Some of the most common mistakes include:
Asking for Too Much Information
Keep your form focused on what you need right now.
You can collect additional information later.
Having a Weak Call to Action
Tell people exactly what they are receiving.
Forgetting the Follow-Up
A form without a follow-up process can result in lost leads.
Not Testing
One tiny setting can break an entire workflow.
Test it before sending traffic to the page.
Need Help Setting Up Buzzlink Forms?
Forms are often the starting point of an entire customer journey.
A person fills out a form, enters your database, receives an email and potentially moves into an automation or sales process.
If you would like help connecting the pieces together, my Buzzlink Private Training can help you build the process step by step.
Book your private Buzzlink training and learn how to create forms and systems with confidence.
New to Buzzlink?
If you do not yet have a Buzzlink account, you can sign up using my special link below for only $149 plus GST per month.
It is a great opportunity to get started with the platform while also receiving personalised support through your private training session.
