Nimble Web Forms make it easy to collect the information you need from your leads and contacts in one place.
You can quickly create custom forms using a drag-and-drop editor or ready-made templates and embed them on your website, in emails, or across social media channels. Whether you’re capturing leads, collecting customer details, or supporting your own workflows, Nimble Web Forms give you a flexible way to design forms that fit your needs.
Watch the video:
Let’s take a look at how it works!
Table of Contents:
How to Build a Web Form in Nimble
To create a Web Form in Nimble take the following steps:
Go to the Inbound tab >> Web Forms
Under the Form List click New Web Form Button from the top:
**** With Nimble you can also create Webhook Endpoint Forms. Learn more in our support guide Nimble's Webhook Forms Feature.
After completing these steps, you will be redirected to the form builder, where you can choose to use ready-made templates or create a web form from scratch:
Once you create a web form, you can customize its appearance as needed under the Style form:
*** Learn more here: Customize Web Forms and Templates
Note: Don’t worry if you can’t finish your web form right away - Nimble will automatically save it as a draft so you can come back and complete it later.
You can see the list of all your web forms under the Forms section. From there, you can:
Share a web form
Open its settings to make edits
Modify notification settings for each web form
Duplicate a web form when you need a similar setup
Delete a web form at any time using the three-dot menu next to it
You will also see the All Responses and Reports sections, which help you manage web form submissions more efficiently. Learn more here: Nimble Web Forms Responses and Reporting Overview.
Set Up Web Form Settings
Nimble Web Form settings allow you to control how your form behaves and what happens after someone submits it.
Under the General Options, you can configure the following:
Post-submission page - Show a custom thank-you message or redirect respondents to another page.
Response status messages - Customize the messages shown to respondents after they submit the form.
Track Google Campaign Parameters - Capture UTM parameters with each form submission.
After Submit Actions allow you to automate what happens after a form is submitted. You can set up the following:
Create contacts automatically - Add new contacts to Nimble based on form submissions.
Send a follow-up email - Automatically send a custom email after submission.
Submission notifications - Get notified when a new form is submitted.
Add contacts to workflows - Trigger workflows to automate internal processes.
Add contacts to email lists - Organize contacts into specific lists for future communication.
Add to email sequences - Enroll contacts in automated follow-up campaigns.
Use Cases for Nimble Web Forms
You can use Nimble web forms to:
Collect contact information
Run surveys with your contacts
Register users for newsletters or other services
Provide a way to contact your team
Automatically create support tickets
What You Should Know About Nimble Web Forms
Let’s take a look at some additional useful features of Web Forms in Nimble.
You can embed your Web Form on your website, in emails, or on social media. Nimble provides embed codes that work with platforms like WordPress and Wix.
When a contact has filled out the form, submissions are tracked and reported providing you with the ability to take further actions and engage effectively
Useful Tips for Web Forms
You can improve your Web Forms experience by using additional features and blocks, as well as duplicating forms to save time when building new ones.
Rich Text Blocks:
Use Rich Text Blocks to add formatted text, instructions, or links inside your form. This helps provide context and guide users as they fill out the form.
To add a Rich Text Block:
Go to Web Forms in your account
Create or edit a form
Drag the Rich Text block into the form
Add and format your content
Image Blocks:
Use Image Blocks to add visual elements such as logos, screenshots, or banners with no coding required. These visuals help structure your form, strengthen brand consistency, and provide helpful context where needed.
To add an Image Block:
Go to Web Forms in your account.
Create or edit a form.
Drag the Image block to your desired spot.
Click to upload an image from your device.
Duplicate a Web form:
You can duplicate any Web Form to quickly create a new one with the same layout and settings. This helps you save time when building similar forms.
To duplicate a Web Form:
Go to the Web Forms tab in your account
Click Duplicate next to the form you want to copy
You will be redirected to the Form Builder, where you can make any additional changes
Please, note:
Web Forms are a paid add-on included as part of Nimble’s Web Forms & Web Chat inbound feature. They are available on a 30-day free trial, during which you can create up to 10 webforms & chats. To learn more about billing details, take a look at this article: Nimble's Web Form Billing Details
The total amount of 10 applies to both web forms and web chats combined, and this total is shared by the whole team.
Web Forms are shared with your team and are not private at the moment. Everyone can see forms created by other users and submissions. However, only the web form owner can edit the form
Explore more about Nimble Web Forms in our support articles:
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.