> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Traditional Forms

> Build standard multi-field forms with standard and custom fields

## What is a Traditional Form?

A traditional form shows all of its fields on a single page, exactly the way you'd expect a typical web form to behave. Visitors can scan every field, fill them out in any order, and submit when they're ready.

Traditional forms are ideal for contact forms, lead capture, applications, or anywhere you want a familiar, scannable layout.

## Building a Traditional Form

<Steps>
  <Step title="Create a New Form">
    Go to **CRM > Forms** and click **New Form**.
  </Step>

  <Step title="Set the Style to Traditional">
    At the top of the editor, make sure the **Traditional** tab is selected.
  </Step>

  <Step title="Add Standard Fields">
    Pick from Clarky's pre-built contact fields (these map directly to your CRM).
  </Step>

  <Step title="Add Custom Fields">
    Define any additional fields your form needs.
  </Step>

  <Step title="Configure Defaults">
    Set a pipeline stage, default tags, success message, and optional redirect URL.
  </Step>

  <Step title="Save and Embed">
    Save the form and copy the embed code or share the public link.
  </Step>
</Steps>

## Standard Fields

Standard fields are pre-built fields that map directly to contact records in your CRM. Because they're standardized, the values flow into the right place automatically.

<AccordionGroup>
  <Accordion title="Name">
    * **First name**
    * **Last name**
  </Accordion>

  <Accordion title="Contact">
    * **Email** — validated for proper email format
    * **Phone** — validated for at least 10 digits
  </Accordion>

  <Accordion title="Professional">
    * **Company**
    * **Job title**
  </Accordion>

  <Accordion title="Address">
    * **Address line 1**
    * **Address line 2**
    * **City**
    * **State**
    * **Postal code**
    * **Country**
  </Accordion>
</AccordionGroup>

For each standard field you can:

* Customize the **label** and **placeholder**
* Toggle whether it's **required**
* Reorder it relative to other fields

<Tip>
  Always include either an email or phone field on lead-capture forms. Clarky uses these to dedupe contacts, so without them every submission creates a brand-new contact.
</Tip>

## Custom Fields

Custom fields let you collect information beyond the standard contact data. Each custom field has a label, optional placeholder, required toggle, and a type.

### Available Custom Field Types

<CardGroup cols={2}>
  <Card title="Text" icon="input-text">
    Single-line text input. Good for short answers like a referral code or website URL.
  </Card>

  <Card title="Textarea" icon="align-left">
    Multi-line text input. Use for longer responses, like "How can we help?"
  </Card>

  <Card title="Dropdown" icon="caret-down">
    A select menu where users pick one option from a list you define.
  </Card>

  <Card title="Radio" icon="circle-dot">
    Radio button group — one selection from a visible list of options.
  </Card>

  <Card title="Checkbox" icon="square-check">
    A single yes/no checkbox. Useful for terms acceptance or opt-ins.
  </Card>

  <Card title="Checkbox Group" icon="list-check">
    Multiple checkboxes — users can select any number of options.
  </Card>
</CardGroup>

### Configuring Options for Choice Fields

Dropdown, radio, and checkbox group fields require a list of options. In the field editor, enter one option per line in the options textarea.

<Note>
  Single checkboxes don't take options — they're a simple yes/no toggle.
</Note>

## Form Defaults

Configure what happens when a contact submits the form:

<AccordionGroup>
  <Accordion title="Submit Button Text">
    Change the default "Submit" label to something more specific like "Get a Quote" or "Sign Me Up".
  </Accordion>

  <Accordion title="Success Message">
    The message shown after submission. Keep it short and clear.
  </Accordion>

  <Accordion title="Redirect URL">
    Optionally redirect users to a thank-you page or a related resource after they submit.
  </Accordion>

  <Accordion title="Pipeline Stage">
    Choose which CRM pipeline stage new contacts land on.
  </Accordion>

  <Accordion title="Default Deal Value">
    Pre-populate a deal value on the new pipeline card.
  </Accordion>

  <Accordion title="Default Tags">
    Tags applied automatically to every contact created by this form.
  </Accordion>
</AccordionGroup>

## Previewing and Testing

The form editor includes a live preview where you can fill out and submit the form to see exactly how it behaves. Submissions made through the preview are flagged with an internal badge so you can keep test data separate from real responses.

<Tip>
  Always submit at least one test entry to confirm validation, your success message, and that the new contact lands in the right pipeline stage.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Embed on Your Site" icon="code" href="/features/forms/embedding">
    Iframe code and pre-fill via query parameters
  </Card>

  <Card title="Try Survey Style" icon="message-question" href="/features/forms/survey">
    One-question-at-a-time experience
  </Card>

  <Card title="Review Submissions" icon="table" href="/features/forms/submissions">
    View and export form responses
  </Card>

  <Card title="Sales Pipeline" icon="chart-line" href="/features/crm/sales-pipeline">
    Where new contacts land in your pipeline
  </Card>
</CardGroup>