Zoho Sites Forms

Zoho Sites Forms

Web forms help businesses collect important customer information, such as their name or email address. This is crucial in building your sales funnel, tracking customer information, and for other important reasons, such as feedback or purchases. Zoho Sites allows you to create your own forms to capture data from your website visitors.

This article will illustrate the various features of the Forms functionality and how you can create your forms.

  1. Access the Forms module from the Sites dashboard. Click Add Form.
  2. Enter a form name to identify your form and click Add.
  3. Click the required form fields on the left panel, which will then appear on the form builder. You can then rearrange them as needed.
  4. Click on any field to edit its properties. Here, you can change the field label (the name displayed above the field box) or the field link name (a unique identifier for the field), add instructions or notes (further description to help the user fill the right information), and make the field mandatory or optional. 
  5. Additionally, you can click the Encrypt data, Contains personal info (PII), and Contains health info (ePHI) toggle based on the nature of the information you collect. 
  6. You can delete any of these fields by clicking the red-colored delete icon, or you can copy the field by clicking the green-colored copy or clone icon.
  7. After editing all the field properties, click Form Properties. Here, you can edit the form name, the form link name, the submit button text, the message to be shown upon submission of the form, and the submit action, which is the action to be taken when a user submits a form.
  8. You can Enable captcha, Limit form submissions, and Schedule data collection. You can also restrict multiple submissions from the same IP address by enabling Limit one entry per IP address.
  9. To configure the submission action, click the Choose Action button to select an action to be performed from the list available. Currently, you can choose from the following actions: redirect users to a specific page on your website, redirect to a specific URL, allow users to download files, or send them to a blog category page on your website. Once you've set up your action, click the Save button.
  10. Once you are done setting up your form properties and field properties, click the Save button.
  11. All your saved forms appear in the Forms module. Here, you can select Edit Form to customize it, Add Record to add more form records, Delete Form, or Add Form to add a new form. 

New records can be added only after publishing the form on your website. Zoho Sites allows you to create your own forms to capture data from your website visitors.

Add form to your website

  1. To add the form to your website, visit the site builder and click Add element where you want the form to show.
  2. Under Forms, drag and drop the form you want to insert on the page. Your form will now appear on your website, and it will be able to accept responses from your customers.
  3. You can view and edit submitted records on your Forms module. You can specifically know more by clicking on a particular record.
  4. In the popup, click Edit record to make changes to the values for that record.
  5. To delete a record, tick the checkbox next to a record and click Delete Record.
  6. You can also filter the records by using the filter option as shown below. Click the filter icon and select the fields you want to filter the records by. Choose one of the conditions from the drop-down and enter the value for the filter. Finally, choose Any of these for an OR logic to be applied, or All of these for an AND logic to be applied to the filter, then click Filter.
  7. To export all the data as a .csv file, click on the form you want to export, click on the three dots symbol, and select Export Data from the dropdown.
  8. To delete your form, you can click on the same three dots on the right and choose Delete Form below Export Form.

Custom form field properties

This section covers the unique properties of all the custom fields available in Zoho Sites Forms:

  1. Single line & Multiline: This is used to collect detailed inputs from the users, such as reviews or feedback or specific requirements. For both fields, you can enter a default value and the minimum and maximum length of characters allowed.
  2. Dropdown, Checkbox, and Radio: For all these three fields, you can enter the options for users to choose from. Clicking on the radio button in the field properties makes that option the default option for the dropdown and radio fields. For the checkbox field, multiple options can be selected. For Dropdown, Checkbox, as well as Radio, you can include many choices. Go to the field properties, and under Assign Value, you will find the options to rename the fields or add more fields by clicking the + button next to the field. 
  3. Date Format, Time Format and Allowed Dates: You can choose the date format and allowed dates. You can also choose the time format as well.
  4. Terms and Declaration: Enter the text in the Terms box that outlines your terms and conditions. Next, toggle Show terms on or off to show or hide the Terms box. You can also edit the declaration text that appears next to the text box and edit the Agree Status according to your preference.

You can only add forms in the page container, and not in the footer or sidebar.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Zoho Sites Forms Migration

                                                                                                        This document is intended for users who cannot view the Add or Edit Form options in Zoho Sites. We have revamped the forms in Zoho Sites. We are discontinuing the older version of forms to provide you with a more focused and efficient form creation ...
                                                                                                      • Encryption in Zoho Sites

                                                                                                        Encryption is primarily used to safeguard the contents of a message so that only the intended recipient could read it. This is done by replacing the contents with unrecognizable data, which could be understood only by the intended recipient. This is ...
                                                                                                      • Zoho CRM Forms

                                                                                                        You can add your CRM webforms to your Zoho Sites website. Integrating Zoho CRM forms with your Zoho Sites website will help you improve your lead capture and management processes while providing a more seamless and customized experience for your ...
                                                                                                      • Bigin Forms

                                                                                                        Bigin Forms can help you instantly capture information submitted on your website by potential customers by automatically adding them as contacts in your Bigin accounts. Creating a Bigin Form is a prerequisite for this integration. You can access your ...
                                                                                                      • HIPAA Compliance with Zoho Sites

                                                                                                        The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources