Build a lead-capture form or a one-page landing page inside Finocket, publish it to a hosted link, and share it anywhere — WhatsApp, a QR sticker, an ad. Every submission becomes a CRM lead with the exact consent wording stored as proof. No website needed.
How do I build and publish a form?
- Open Forms and tap New form. Name it so you remember where it's shared (“Diwali offer”, “shop counter”).
- Add fields — text, email, phone or a longer textarea — and mark the ones that are required.
- Set up the consent block: choose which channels (email, SMS, WhatsApp) the tick covers and write the exact opt-in text your visitor will see. The “consent required” switch is ON by default — leave it on for marketing lists.
- Publish. You get a hosted link (
/p/f/…) to share; the form carries your logo, business name and accent colour from Settings → Business Details. - Watch the card: every form shows its views and submissions counts, so you can see which link pulls.
What happens when someone submits?
Everything below runs on Finocket's servers — nothing depends on the visitor's browser behaving:
- Hidden honeypot fields silently drop bots (a captcha check can also run where enabled).
- If consent is required and the box wasn't ticked, the submission is refused with a clear message — you never collect a marketing lead without consent.
- Finocket de-duplicates by email/phone. A brand-new contact is created as a lead and you get a speed-to-lead alert so you can call while they're still interested.
- A consent proof row is written: the timestamp, source, and the word-for-word opt-in text they agreed to. If they didn't tick, the contact is stored but kept suppressed until consent arrives.
- If the visitor arrived via one of your QR codes or a partner referral link, that attribution is folded in automatically.
How do landing pages work?
Switch to the Pages tab. A landing page is a hosted, mobile-first page at /p/your-slug: a title, content blocks (headings, text, an image), and one of your published forms embedded at the bottom. Keep it as a draft while you tinker — drafts are not publicly reachable — then flip the publish toggle to go live.
Who can create and edit forms?
Owners and assistants (write access) build and publish; accountants see everything read-only with the builder locked. The module is enabled under Settings → Modules & features; if an admin has locked it off, the routes refuse access even by direct URL.
Related: CRM & deals, QR codes & tracking, Outreach & consent.