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Forms

What are Forms?

Forms are versatile tools in Journeybee that serve two main purposes:

  1. Lead Capture Forms: Embeddable tools that your partners can use on their websites, emails, or marketing materials to automatically feed leads into your system

  2. Partner Application Forms: Allow potential partners to apply to join your programme directly through customisable application forms

Both form types automatically integrate with your Journeybee system and provide proper attribution and tracking.

What's on the Forms Page

The Forms settings page is organised into two main sections:

Lead Forms

Traditional lead capture forms for partner referrals, available as:

  • Webpage Forms: Standalone forms with their own URLs

  • Embedded Forms: Forms that can be embedded into partner websites

Partner Applications

Specialised forms for recruiting new partners to your programme:

  • Portal Integration: Forms can appear on your partner portal login page (with custom domain)

  • Separate Links: Standalone application forms that can be shared anywhere

  • Partner Type Filtering: Forms can be configured for specific partner types (referral vs reseller)

Form Builder Features

Basic Form Setup

  • Form Name: Internal name for identifying the form

  • Form Title: What visitors see at the top of the form

  • Description: Optional explanation of the form's purpose (especially useful for partner applications)

  • Publication Status: Control whether forms are live or draft

Field Management

  • Standard Fields: Name, email, company, phone, etc.

  • Custom Fields: Industry-specific questions and qualification criteria

  • Field Grouping: Organise related fields under group labels for better user experience

  • Field Ordering: Drag and drop to reorder fields within groups

  • Partner Type Filtering: Show/hide fields based on selected partner type

Advanced Configuration

For Lead Forms

  • Partner Assignment: Which partners get credit for leads

  • Attribution Tracking: Connect to marketing campaigns

  • Lead Source Tracking: Automatic attribution for reporting

For Partner Application Forms

  • Partner Type Selection: Allow applicants to choose between referral/reseller programmes

  • Custom Branding: Match your portal's appearance

  • Auto-Processing: Applications create inactive partnerships for review

  • Qualification Workflow: Route applications through approval processes

Form Field Organisation

Field Grouping

Fields can now be organised into logical groups for better user experience:

Company Information
├── Company Name
├── Industry
└── Company Size

Contact Details  
├── First Name
├── Last Name
├── Email
└── Phone Number

Partnership Details
├── Partner Type
├── Referral Capacity
└── Territory Interest

Dynamic Field Display

  • Conditional Logic: Show fields based on partner type selection

  • Progressive Disclosure: Group related fields to reduce form complexity

  • Mobile Optimisation: Groups automatically stack on mobile devices

Partner Application Workflow

Application Process

  1. Form Selection: Multiple application forms for different partner types

  2. Basic Information: Company and contact details

  3. Partnership Type: Choose between referral and reseller programmes

  4. Custom Questions: Industry-specific qualification questions

  5. Submission: Creates inactive partnership for admin review

  6. Review Process: Admin approval workflow with notifications

Application Management

  • Automatic Creation: Applications become inactive partnerships

  • Review Dashboard: Admin interface for approving/rejecting applications

  • Communication: Built-in messaging for application follow-up

  • Onboarding: Approved applications trigger partner onboarding flow

How to Use It

Creating Lead Capture Forms

  1. Select Form Type: Choose "Lead Forms" tab

  2. Choose Hosting: Webpage or embedded version

  3. Form Direction: Select referral, claim, or campaign type

  4. Build Form:

  • Enter form name and title

  • Add description if needed

  • Select custom fields to include

  • Organise fields into logical groups

  • Set field ordering within groups

  1. Configure Partners: Assign to specific partners or leave open

  2. Publish: Toggle form to published status

  3. Deploy: Copy embed code or share direct link

Creating Partner Application Forms

  1. Select Form Type: Choose "Partner Applications" tab

  2. Form Hosting: Choose webpage (requires custom domain for portal integration)

  3. Build Application Form:

  • Enter descriptive form name

  • Add compelling form description explaining partnership benefits

  • Select custom fields for partner qualification

  • Group related fields (e.g., "Company Info", "Partnership Details")

  • Configure partner type options if offering multiple programmes

  1. Form Display: Choose portal integration or separate link

  2. Publish: Make form available to applicants

  3. Monitor: Track applications in partnerships section

Partner Portal Integration

Custom Domain Features

With a custom domain, partner application forms can be integrated directly into your partner portal:

  • Login Page Integration: Application form appears alongside partner login

  • Branded Experience: Forms match your portal's custom styling

  • Seamless Workflow: Approved applicants get immediate portal access

  • Professional Appearance: Everything appears under your domain

Portal Form Display Options

  1. Partner Portal Login: Form appears on your custom domain login page

  2. Separate Link: Standalone form that can be shared anywhere

Advanced Field Management

Field Categories

Fields are automatically filtered by form type:

  • Lead Fields: Available for referral and campaign forms

  • Partner Fields: Available for partner application forms

Form Field Options

Standard Fields

  • Name: First name, last name, or full name

  • Email: Essential for follow-up communications

  • Company: Business name and details

  • Phone: Contact number for calls

  • Website: Company or personal website

  • Job Title: Role within their organisation

Custom Fields

  • Industry-specific questions

  • Qualification criteria

  • Project timelines

  • Budget ranges

  • Specific interests or needs

Smart Fields

  • Country/Region: Automatically detected or selectable

  • Lead Source: Tracks where the form was found

  • UTM Parameters: Marketing campaign tracking

  • Referrer: Which website sent the visitor

Custom Field Types

  • Text: Single-line text input

  • Textarea: Multi-line text for detailed responses

  • Select: Dropdown menus for predefined options

  • Multi-select: Multiple choice options

  • Number: Numeric input with validation

  • Date: Date picker for timeline information

  • Boolean: Yes/no or checkbox options

Field Requirements

  • Required Fields: Must be completed to submit form

  • Optional Fields: Additional information for better qualification

  • Conditional Requirements: Fields that become required based on other selections

Form Management

Form Display Options

  • Preview: See how the form looks before publishing

  • Embed Code: HTML snippet for websites

  • Direct Link: Standalone form URL

  • Performance Stats: Submission rates and conversion data

  • Lead History: Track all submissions from each form

Embedding Forms on Websites

For Website Integration:

  • Copy the embed code from your form

  • Paste it into your website's HTML where you want the form

  • The form will appear styled to match your settings

For Email Campaigns:

  • Use the direct form link in email buttons or text

  • Include a brief description of what the form does

  • Consider using a call-to-action that encourages completion

Partner-Specific Forms

You can create forms that automatically credit specific partners:

  • Create a new form

  • In partner assignment, select the specific partner

  • All leads from this form will be attributed to that partner

  • Give the partner the embed code or direct link

  • They can use it in their marketing efforts

Performance Tracking

  • Submission Rates: Track conversion from views to submissions

  • Lead Quality: Monitor qualification rates and sales conversion

  • Partner Performance: Compare form effectiveness across partners

  • Application Flow: Track partner application completion rates

Form Maintenance

  • Live Editing: Update forms without breaking existing embeds

  • Version Control: Track changes and revert if needed

  • A/B Testing: Compare different form versions

  • Analytics Integration: Connect with your marketing analytics

Best Practices

Lead Form Optimisation

  • Keep It Simple: Start with just name and email

  • Progressive Profiling: Add fields gradually over time

  • Clear Value Proposition: Explain what users get in return

  • Mobile-First Design: Test on all device types

Partner Application Forms

  • Compelling Description: Clearly explain partnership benefits

  • Logical Grouping: Group related fields together

  • Qualification Balance: Collect enough info without overwhelming applicants

  • Professional Presentation: Use custom domain for credibility

Field Organisation

  • Logical Grouping: Group related fields (Contact Info, Company Details, etc.)

  • Intuitive Order: Start with basic info, progress to specific details

  • Clear Labels: Use descriptive group names and field titles

  • Mobile Consideration: Groups stack well on smaller screens

Lead Processing

Automatic Handling

When someone submits a form:

  • Lead is created in Journeybee instantly

  • Partner gets credited automatically

  • Notifications are sent to relevant team members

  • Lead enters your qualification workflow

  • Thank you message is displayed to the user

Lead Quality

Forms include built-in features to improve lead quality:

  • Required field validation

  • Email format checking

  • Spam protection

  • Duplicate detection

  • Basic qualification scoring

Analytics and Reporting

Form Performance

Track important metrics for each form:

  • Views vs. submissions (conversion rate)

  • Time spent on form before submission

  • Drop-off points in multi-step forms

  • Device and browser usage

  • Geographic distribution of submissions

Lead Quality Analysis

  • Qualification rates by form

  • Sales conversion by lead source

  • Time to close by form origin

  • Revenue per form submission

  • Partner performance comparison

Technical Features

Security

  • HTTPS encryption for all data transmission

  • Spam protection and bot filtering

  • GDPR compliance features

  • Data retention controls

  • Privacy policy integration

Customisation

  • CSS styling options

  • Custom branding

  • Multi-language support

  • Conditional field logic

  • Integration with marketing automation

Mobile Optimisation

  • Responsive design automatically

  • Touch-friendly input fields

  • Fast loading on mobile networks

  • App-like user experience

  • Offline submission queueing

Technical Implementation

Embedding Options

  • HTML Embed: Direct integration into websites

  • WordPress Plugin: Easy installation for WordPress sites

  • Email Integration: Forms work in email campaigns

  • Social Media: Share direct links on social platforms

Security Features

  • Spam Protection: Built-in filtering and validation

  • Data Encryption: All submissions encrypted in transit

  • Privacy Compliance: GDPR and privacy regulation support

  • Access Controls: Partner-specific form access

Integration Capabilities

  • CRM Sync: Automatic lead and partner data sync

  • Marketing Automation: Trigger campaigns based on submissions

  • Notification System: Real-time alerts for new submissions

  • API Access: Custom integrations for advanced users

This comprehensive form system helps you both capture more leads through partners and efficiently recruit new partners to grow your programme.

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