Forms

Gonzy forms allow you to create custom forms to capture leads on your customer’s website or directly from the form link. There is also an option to connect your forms from Snapps.ai and Elementor directly into Gonzy to send form submissions from those platforms into Gonzy.

Creating & Publishing a Custom Form

To get to the forms page, navigate to the fulfillment side of the app by toggling to fulfillment with the toggle on the left side of the app header. From here you can select the customer/company you wish to make forms for and click on the Manage button. If you don’t have a customer/company yet, you can create one first by clicking on the + Add a Company button.

Now that you are within the dashboard for this customer/company, from the left side menu click on the Forms link and you will be taken to the Forms page.

Click on the + Create New Form button and you will be taken to the form customization page. On this page, you can select from several different input types and you can add as many inputs to your form as you wish of any type. Hovering your mouse over a particular input and clicking on the Edit icon will open up a menu on the left side where you can customize all of the text elements within the input like the placeholder, helper text and you can customize the size and font color for these elements. You can also apply a font across the entire form from the top section where you see the different categories of inputs. Select a new font and it will be applied to all text elements in the form. Once you’re satisfied with the inputs in your form you can click on the Preview button to preview the form and then click on the  Publish button to publish the form and obtain a url and an embed code so that you can either link out to the form page for leads to fill out the form or you can embed the form directly on your website where leads will fill it out from there. You will also notice a Text element in the different types of form inputs. This is simply static text that you can add to the form and use as explainer/helper text for the leads filling out your form.

Customizing the form with several input fields:

Below you will see the form has been published.

Here is what the example form looks like once it is rendered from the URL that you can copy.

Form Submissions

From the forms page you will see a list of the custom forms you created. Click on any one of these forms to view a list of the form submissions. You can select these form submissions, send bulk email or SMS messages to them, run automations on them (more on automations in the Marketing Automations section) or move those form submissions to a pipeline (more on pipelines in the Pipelines section).

SMS messages and emails that you send to these form submissions will be sent from your customer’s email or phone number and not yours. In order to send bulk SMS or emails to your form submissions you first need to invite a customer account. That customer account needs to accept the email invitation, complete a brief onboarding flow and get into the customer dashboard where they can connect their Twilio account and email account (Outlook or Gmail).

To invite a customer from the left hand side menu click on the Customer Management, you will be taken to a page with a button to invite a customer. Enter the customer name, email address and phone number and confirm to send the email invitation.

Below you can see the popup to invite a customer.

From the customer dashboard here is the integrations page with the button to connect the customer’s email (Outlook or Gmail)

After your customer has successfully connected their email account and Twilio account you can now send bulk email messages and SMS messages, send individual email or SMS messages to a form submission or run automations (an automated set of email, SMS messages & time delays) on the form submissions.

Leads Page

The leads page is directly connected to the forms. For every form submission, a lead record will appear here in this list where you have an aggregate look at all of your leads across all of your forms. Note: the only fields included in his table are standard contact fields for the leads such as name, email and phone number but you can click on any one of the leads and be taken to the detailed form submission record which includes all of the form fields. From the detailed form submission page, you can send an email or sms to the contact, view an inbox with the email conversation between you and the contact as well as the history of SMS messages sent to the contact.

Pictured above is the leads page. Note: you also have the option to send Bulk Messages, Push a lead to a pipeline or Run an Automation on a lead just like you have on the form submissions table on the forms page.

Adding External Forms

External forms can be added to Gonzy through the Forms page. Gonzy can connect to forms built on Snapps.ai and Elementor. You may also use our form script to save the form submissions from other websites however due to the custom nature of your website it is not guaranteed to work for platforms besides Snapps.ai and Elementor.

First, navigate to the Websites tab on the Forms page. From here add all of the domains of the website(s) that you have these text external forms on.

Back on the Forms tab of the Active Forms tab of the Forms page, click on the button on the top right + Add External Form.

Now we will divide the tutorial into two steps: first we will look at connecting your form to Elementor and then we will look at connecting your form on Snapps.ai or another platform.

For Elementor, copy the webhook url from the popup.

Now, login to the Elementor website and navigate to the Elementor editor for your website. From within the Elementor editor, navigate to the page that you have the form on.

Click on the submit button within your form. You should now see a new menu of options appear on the left hand side of the Elementor editor. Click on the Webhook option to expand it. This will reveal an input for you to enter a webhook. Paste the webhook url you copied into this input and publish your changes to the site by clicking on the Publish button on the top right of the editor.

Now you can run a test by submitting your form from your Elementor website and you should see that the data populates back on the Forms page of the Gonzy app as a new form with 1 new submission containing the form fields and the answers you entered for those form fields.

On to connecting your external form with Snapps.ai and other website platforms. Once more, we recommend only connecting to Snapps.ai as this connection is designed primarily for use with Snapps.ai.

Back on the Forms page click on the + Add External Form button to open the popup which contains the two links you can copy.

This time click on the Copy Script Link button. Navigate to the Snapps.ai website editor for your site. Note: if you are using a different platform besides Snapps.ai then you need to paste this script link into the HTML header of your website.

Now, within the Snapps.ai website editor click on the </> code icon in the top right just to the left of the Preview button. This will open up the HTML editor for Snapps.ai. From within the HTMl editor click on the page that you have your custom form on in the page list at the left this will open up a sublist of the sections of this page. Click on the header section of this page. In our screenshot example below, the page with the form is Contact Us. Therefore, the script link is pasted in the contact-us.head-section.html. Click on the Save button in the top right when you are done pasting the script link. Then, close the HTML editor by clicking on the Close button at the top right. Finally, click on the blue button at the top right to Publish or Re-publish your website with the script link successfully embedded.

You are now ready to start accepting form submission data from your Snapp.ai website directly into your Gonzy account. You can test out a demo form submission and you should see a new form appear and a form submission record appear on the Forms page within the Gonzy app.

Updated on: 19/03/2025