Forms with file uploads, steps and conditional questions
Build contact, enquiry, admission or job forms with file uploads, several steps, and questions that show only after a certain answer. Every entry lands in Websites > Form Entries and the site's followers are told at once. With CRM, an entry can also become a sales lead.
PLANSEvery plan
The problem it solves
- Enquiries go to one person's inbox and are lost when that person is on leave.
- Visitors send their CV or photos by email afterwards, if at all, and they never meet the enquiry.
- A long admission form scares people off before the first question.
- Spam fills the inbox and real enquiries get buried.
How it works
- In the editor press + Add section > Contact > Form and pick a layout: text beside the form, centred, in a card or wide.
- Under Content > Fields add one row per question: the question, the kind of answer, a hint, Must be filled and Half width. Use Next step to split a long form into steps.
- To show a question only after a certain answer, fill Only show when the question (the earlier question) and is answered (the answer).
- Set the button text, the message after sending or a thank-you page, and the form name. Choose where entries go: Form entries in SmartMy, or also as a sales lead.
- After publishing, each entry reaches Websites > Form Entries with its answers and files, and the site's followers get a notification.
Everything it does
Questions
- Kinds of answer: short text, email, phone, long text, pick one (with its choices), tick box, date, number and file. Next step starts a new step
- Per question: a hint inside the box, Must be filled, Half width
- Show a question only when an earlier question has a given answer
- Points beside the form, one per line, in layouts with text beside it
- Up to 40 questions; each answer up to 4,000 characters
Files
- A File question takes PDF, Word (.doc, .docx), Excel (.xls, .xlsx), text, JPEG, PNG or WebP
- Up to 5 MB a file and about 8 MB for the whole entry
- Up to five files are kept with an entry, as attachments
Spam and checks
- Every answer is checked on the page and again on the server: required answers, email format, choices
- A hidden field only robots fill in, and a check that the form was not sent within 2 seconds of opening
- At most 8 entries from one internet address in 10 minutes, then a pause
- Robot check (Cloudflare Turnstile): turn it on for a form if spam still gets through. It works once SmartMy has set it up on the website server
- Mark an entry Spam to hide it; the list shows Not Spam to start with
Entries
- Websites > Form Entries: new ones in bold; filter New; group by Form or Site
- Each entry: who (name, email, phone), where from (site, form, page, when), the Answers tab and the files
- Status: New, Handled or Spam
- Also as a sales lead: makes a CRM lead linked from the entry, when CRM is installed by another SmartMy product
- If your SmartMy cannot be reached for a moment, the website server keeps the entry and sends it with the next one
Who uses it
Website EditorBuilds forms and works through Form Entries, marking them Handled or Spam.
Office staff following the siteGet each new entry by email, in the app and as a phone notification, and answer the visitor.
Website ManagerCan also delete entries; publishes the form.
VisitorFills the form, step by step, and attaches files; no sign-in needed.
Where you use it
- Web: the editor (+ Add section > Contact > Form); back office Websites > Form Entries
- With CRM: the lead in CRM, linked from the entry
- Not built: an email back to the visitor confirming their entry, or payment inside a form
What you control
Settings
- Where entries go: Form entries in SmartMy to start with
- Robot check: off
- Who is told: the people who follow the site (Websites > Sites > the site > Follow); nobody until you add them
- Website Form Entry notification: on, by email, in the app and push; each person can switch off a channel for themselves
Notifications
- Website Form Entry: to the people who follow the site, at once, with the form name, page and answers in short. It comes by email, in the app, and push for staff signed in to a SmartMy phone app
Works with
CRM (with SmartMy products that install it)Entries from forms set to Also as a sales lead become CRM leads with the visitor's name, email and phone.
SmartMy MarketingNewsletter and pop-up sign-ups can become Marketing contacts with their consent (Marketing Growth or Scale).
Questions
Can job applicants attach a CV?
Yes. Add a File question. PDF, Word, Excel, text and photos are taken, up to 5 MB each, and up to five files are kept with the entry.Can a question show only for some visitors?
Yes. Fill Only show when the question with an earlier question, and is answered with the answer. For example, show Table size only when Reason is A booking.Who gets told about a new entry?
The people who follow the site in Websites > Sites. Nobody follows a site until you add them, so add the people who answer enquiries.Does the visitor get a confirmation email?
No. The visitor sees your thank-you message or thank-you page. A confirmation email to the visitor is not built.Can entries go to our CRM?
Yes, when CRM is installed by another SmartMy product. Set Where entries go to Also as a sales lead, and a lead is made with each entry.Related features
WITH OTHER SMARTMY PRODUCTSForm entries as CRM leadsSet a website form to also make a sales lead. Each entry then arrives in CRM with the name, email, phone and every answer, ready to follow up.BUILDING THE SITEPop-ups and newsletter sign-upsCollect email addresses with a newsletter box on any page or in the footer. Show a pop-up after some seconds, on leaving, after scrolling, or from a button. You choose how often the same visitor sees it, and every sign-up lands in Form Entries.ACROSS SMARTMY WEBSITENotificationsSmartMy Website tells your team the moment a form entry, booking, order, return, review or question comes in. Buyers and visitors get their codes, bookings, orders and alerts by email.BUILDING THE SITESign-ups straight into SmartMy MarketingWith SmartMy Marketing, every newsletter or pop-up sign-up becomes a Marketing contact tagged Website sign-up, in a ready segment. The person confirms by email, and the consent is recorded with its proof.BUILDING THE SITEChat and WhatsApp buttonA floating button on every page lets visitors reach you the way they already talk. It opens WhatsApp with a first message filled in, a call, Messenger, Telegram or email. One setting in the Site tab, and the chat happens in that app, on your phone.SELLING AND MEMBERSBookings for services and tablesVisitors book an appointment or a table straight from your website. Free times come from your opening hours, how long each booking takes, how many fit at once and the bookings already made.
See your business on a real design.
Tell us what you do and what the site needs to do: bring enquiries, take bookings, show your work or sell. We will start your site from the closest design with you.