Embeddable Forms

Embeddable forms let you capture leads directly from your own website. You build the form in Journeybee, then embed it on your site using a snippet of code. When someone submits the form, a lead is automatically created in Journeybee.

Where to find it: Go to Settings, then Forms, and select the Lead Capture - Embed tab.

Creating an embeddable form

Click New Form.
Enter a label for the form.
Under Form Hosting, choose Embed.
Under Form Type, choose Referral (for partner referral leads) or Campaign (for campaign leads, if the Marketing module is enabled).
Click Create Form.

Editing the form

Open the form to edit its settings. The edit sidebar has several sections:

Form Status

Toggle between Live (form is active and can accept submissions) and Unpublished (form is inactive).

Form Fields

Standard Fields: First Name, Last Name, Email, Phone, Company Name. Toggle each on or off.
Custom Fields: Add custom fields you have set up for leads.
Field Organization: Drag fields to reorder them. Add sections to group fields together.

Form Routing

Campaign: Associate leads from this form with a marketing campaign.
Available Partners: Choose which partners the leads should be associated with. Select all or specific partners.
Lead Source Tracking: Add attribution sources to track where the leads came from.

Form Preview

See a live preview of how the form will look on your website.

Embedding the form

Once your form is published, click Copy Form ID in the form list. Use this ID with the Journeybee forms SDK to embed the form on your website. The form is hosted by Journeybee and displayed on your site through an iframe, so it works on any platform without server-side setup.

Hosted forms

If you do not want to embed a form on your website, you can use a hosted form instead. Hosted forms are served by Journeybee at a shareable link. Go to the Lead Capture - Hosted tab to create one, then copy and share the form link.

Partner Registration forms

The Partner Registration tab lets you create a form for partners to apply to join your partner program. This form appears on your partner portal login page (requires a custom domain) or can be shared via a separate link. You can configure the partner type and default stage for new applications.

Good to know

Embeddable forms are displayed in an iframe, so they work on any website without additional setup.
Leads from forms are automatically created in Journeybee with the routing and attribution you configure.
Partner registration forms require a custom domain to show on the partner portal login page.
You can customise which fields appear on the form and reorder them by dragging.