For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/forms/index.md.
  • English

      • Forms

      A form is a capture block you build in the app: every submission becomes a lead in your funnel, with the filled fields saved onto the contact. It is how you trade a page or some traffic for contact details inside Clickmax.

      Role

      • Creating and editing forms is open to any workspace user with CRM access — no restricted role.

      How a form works

      Each form has a name, a title and a set of fields. When you publish it, you can attach it to a funnel, a page or a custom domain, and each submission produces a lead.

      Every field is mapped to a destination on the contact — either a standard column (name, email, phone) or a custom field in your CRM. What the visitor types lands in the right place, with no rework.

      Form or quiz

      A form and a quiz are the same kind of capture resource, split by how they ask: a form is a direct, single-step capture; a quiz is multi-step, with scoring and a result. If you need questions in sequence and segmentation by answer, use a quiz.

      Where to publish

      • Inside a funnel, as the capture step.
      • On a page built in the editor.
      • Embedded in an external site — in that case use the forms Browser SDK, which covers embedding, modals, programmatic use and unstyled forms (reference in Portuguese).

      First visit, no forms yet

      When you don't have any simple forms yet, the list shows a faded preview of the area, the title Create your first form, a short summary and three highlights. The Create form button does the same as the button at the top and opens the template picker, where you choose a ready-made template or create with AI. A search or filter with no results doesn't show this screen: the plain message that nothing was found stays.

      If it didn't work

      • You cannot create or edit the form: check your access in no permission.
      • An error submitting the form: see the error codes (Portuguese).