What Web Forms Are Used For

Rotor web forms are most commonly used to capture:

• Quote requests

• Referral codes

• General contact inquiries

Most users see the best results when forms are:

• Embedded on their website

• Used as call-to-actions in social media posts or ads

• Placed on yard signs and door hangers (often via QR codes)

One major advantage of Rotor’s forms is flexibility:

• You can create unlimited forms on your plan

• Forms can be duplicated and edited at any time

• You can track how many submissions each form receives, helping you understand which marketing efforts are performing best

Managing Forms

All forms live in the Forms tab.

From here, you can:

• Create new forms

• Edit existing forms

• Preview forms

When you hover over a form, a gear icon appears. Clicking it allows you to:

• Copy the form URL (useful for creating QR codes)

• Duplicate the form (useful for creating similar forms quickly)

• Delete the form entirely

Four Steps to Create a New Form

Each form is built using four main sections (toggles):

1. Fields – The information you collect

2. Style – How the form looks

3. Settings – How submissions are handled

4. Actions – What happens when a form is submitted

If your logo and brand colors are already uploaded in your account, they’ll be applied automatically—but everything can still be adjusted.

1. Defining the Information Collected (Fields Toggle)

Naming the Form

When creating or editing a form:

• Give the form a name for internal organization

• Optionally add a form description

• Choose whether the form name and description are visible to users or hidden

Adding and Editing Form Fields

Click Add Field to choose from:

• Name

• Email

• Phone

• Address

• Interested Service

• Service Frequency

• Source (How did you hear about us?)

• Notes field (you can add multiple)

• Date field

• Budget field

Fields can be dragged and reordered to control the layout of the form.

Field Settings

Click any field to edit its settings. Every field includes:

• Field label

• Placeholder text

• Option to require the field

Important: At least one field must be required. In practice, most forms require several fields for better lead quality.

Simple Fields

Fields like name, email, phone, address, notes, and preferred date include:

• Field label

• Placeholder text

• Required checkbox

The preferred date field also includes an option to enable a time picker.

Service, Frequency, and Source Fields

Fields such as:

• Interested Service

• Service Frequency

• Source

Include an Options section beneath the placeholder text.

These options pull directly from your custom fields in Rotor. To add or edit these values:

• Go to Settings → Customization

You can remove options so they don’t appear on a specific form. This does not delete them from your account, only from that form.

Budget & Range-Based Fields

The budget field works differently:

• Instead of options, you define custom ranges

• Ranges can be edited, deleted, or added freely

• This field works well for things like budget or square footage

Once all fields are customized and ordered correctly, move on to styling.

SMS Consent and A2P Registration

Rotor forms support SMS consent, which is required for A2P (Application-to-Person) messaging compliance.

• Forms include an SMS consent checkbox showing users agree to receive messages

• This consent is required to register your business number for SMS campaigns

• If Rotor handles implementation for you, this consent is typically included by default to help your number get approved faster

2. Styling the Form Appearance (Style Toggle)

The Style section controls the appearance of your form.

Logo Options

• Choose to display your business logo

• Use the logo from Business Settings or upload a new one

• Logo display is optional

Color & Layout Controls

You can customize:

• Form Name Color

• Form Description Color

• Border Color

• Border Width (none, 1px–4px)

• Font Family

• Button Color

• Button Text Color

• Background Color (This is the color of the page background)

• Form Content Background (This is the background color of the form content area)

• Label Color

• Input Text Color

• Border Radius (roundness of fields)

• Padding (spacing between fields)

All visual changes update in real time in the preview.

3. Submission Behavior (Settings Toggle)

This section determines how submissions are created and categorized.

Record Creation

Choose whether submissions create:

• New Leads

• New Customers

Default Values

You can automatically assign:

• Default lead source

• Initial lead stage

• Lead priority

You can also enable an option to automatically create a task for new leads and set the task name.

Success Message & Redirect

• Customize the success message shown after submission

• Optionally redirect users to a specific URL (such as your website)

4. Actions and Notifications (Actions Toggle)

Actions trigger automatically when a form is submitted and act as lightweight automations.

Available Action Types

• Send email

• Send text

• Create task

• Add to pipeline

• Receive notification

Each Action Type has their own individual input fields below.

For example: With the Receive Notifications, you can:

• Customize the notification message

• Choose which Rotor users are notified

• Toggle delivery via in-app, email, or SMS

By default, the form owner receives a notification when a submission comes in.

You can add as many Actions as you want. Learn more about Rotor’s automations to gain a better underlying understanding of how Actions work.

Publishing the Form

At the bottom of the form editor, you can customize the URL and check availability.

Once created:

• The form appears in your forms list

• Opening it shows exactly what users will see live

• Perform a test submission to understand the full flow

Rotor forms include reCAPTCHA to protect against spam and bots.

Final Thoughts

Rotor web forms are a powerful way to capture high-quality leads, track marketing performance, automate notifications and follow-ups, and stay compliant with SMS regulations.

Tips for Using Forms Effectively

• Add automations that send automatic texts and other actions when a form is submitted.

• Copy the form URL and generate a QR code using tools like QR Monkey.

• Place QR codes on door hangers, yard signs, flyers, and other printed materials for higher conversion rates compared to directing people to your website.

• Edit the budget field to create a custom drop-down, with submission data automatically saved to contact notes.

Congratulations! Your team is now ready to leverage Rotor's web forms to capture leads, automate follow-ups, and grow your business efficiently.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.