Forms

Forms

Forms in Journeybee do two jobs: capture leads that partners send you, and let new partners apply to join your programme. Both feed straight into your account with the right tracking attached.

Where to find it: Settings, then Forms (under Data & Tracking). Admin or Partnerships team members can use this page. You need a paid Journeybee plan.

Three tabs

The page has three tabs at the top:

1. Lead Capture - Hosted: Standalone lead forms with their own web address.

2. Lead Capture - Embed: Lead forms you can embed into a website.

3. Partner Registration: Application forms for new partners to join your programme.

Lead Capture forms

Lead forms come in two directions:

• Partner Referral Forms: For partners to send you prospects.

• Campaign Lead Forms: For capturing leads tied to a marketing campaign. These only appear if the Marketing feature is turned on for your company.

Each form shows its name, status (Live or Draft), and actions. You can copy a live form's link or delete a form by clicking its row.

Creating a lead form

1. Click New form.

2. Give it a Label.

3. Pick Form hosting: Hosted Page or Embeddable.

4. Pick the Form type: Partner Referral Form or Campaign Lead Form.

5. Click Create, then open the form to add fields and routing.

Editing a lead form

Open a form to edit it. You can set:

• Title and Live/Draft status.

• Lead Source Tracking: Attach attribution labels.

• Available Partners (for referral forms): Choose which partners get credit, or pick all partners.

• Campaign (for campaign forms): Choose the campaign leads are tied to.

• Form Fields: Add custom fields and drag them into sections to organise your form.

For embeddable forms, there is a “Learn more” link to our Embeddable Forms guide.

Partner Registration forms

Application forms let potential partners apply to join your programme. They are shown on your partner portal login page (this needs a custom domain) or shared as a separate link.

You can have one partner application form at a time. The new form button is switched off if you already have one, or if you do not have a custom domain set up.

Creating a partner application form

1. Click New Application Form.

2. Give it a Label.

3. Pick the Display Location: Show on Partner Portal Login (needs a custom domain) or Separate Link.

4. Click Create, then open the form to set it up.

Editing a partner application form

• Partner Types: Choose which programmes applicants can pick from (Referral, Reseller, or Distributor, depending on what you have turned on).

• Description: A short note shown on the form to explain your programme.

• Form Fields: Add custom fields and group them into sections. Fields are filtered by the partner types you selected.

When someone applies, an inactive partnership is created for you to review. You can then approve or reject it.

Form fields and grouping

• Add custom fields from the Form Fields dropdown. The fields shown match the form type (lead fields for lead forms, partner fields for application forms).

• Drag fields into sections to keep your form tidy. Use “Add Section” to create a new group.

• Fields can be required or optional.

Publishing and sharing

• Toggle a form between Live and Draft.

• Copy the direct link for a live form, or copy the embed code for an embeddable form.

• Share the link in emails or on websites. Embedded forms appear wherever you paste the embed code.

Good to know

• Only admins and partnerships team members can create and edit forms.

• Campaign lead forms need the Marketing feature turned on.

• Partner application forms need a custom domain to show on your portal login page, and you can have one at a time.

• When a lead form is submitted, the lead is created straight away and the chosen partner is credited.

• When a partner application is submitted, it waits for your review before the partner is added.