Getting Started with the Zibster Form & Contract Builder
Overview
Your Zibster Website Package includes the Form & Contract Builder, which helps you collect inquiries, contracts, registrations, and other client information. You can create as many forms as you need, and contact information collected through your forms is stored in your built-in Contacts tool. This quick-start guide walks you through planning, creating, branding, sharing, and testing your forms. Follow the linked guides whenever you need detailed instructions.
STEP ONE
Know which forms you need for your website
Before you begin creating forms, take some time to decide which ones your business will use. Every business is different, but the Zibster Form Builder makes it easy to set up exactly what you need.
Common examples include:
- Contact Forms
- Newsletter Sign-Up Forms
- Booking Request Forms
- Model Release or Contract Forms
- Contest Entry Forms
Learn More: 5 Forms We Recommend Using with Your Zibster Website
STEP TWO
Create and Customize Your Forms
Log in to your Zibster account and click FORMS in the left-side menu to open your Forms Dashboard. From the dashboard, click FORMS to access your forms.
Use a template as a starting point, then add, remove, or edit fields to match your business needs. Review which fields should require an answer so clients provide the information you need before submitting.
See How to Create a Form for detailed instructions.
If you need a contract or release, see How to Create a Contract.
STEP THREE
Review Your Submission Settings
Decide what should happen after someone submits your form. Review your notification email address, customize the thank-you message, and choose whether to email clients a copy of their submission.
You can also configure a confirmation page URL if you want clients to go to another webpage after submitting. Use your thank-you message or confirmation page to explain what happens next, such as when they can expect a response.
STEP FOUR
Check Your Branding
Click BRANDING in the left-side menu to review your logo and business information. Keeping these details current helps clients recognize your business when they open your forms and receive related communications.
Open your form using its direct link to review the branding clients will see before you share it.
STEP FIVE
Share Your Forms
Add a Form Block to your website when you want visitors to complete a form directly on a page. This works well for contact pages, service inquiries, and newsletter sign-ups.
See How to Use Form Blocks on Your Website
For contracts, questionnaires, or other forms you want to send directly to clients, use email invitations. You can also share a form’s direct link through your own email or social media.
FINAL STEP
Test Your Form and Review the Submission
Open your form where clients will use it, either on your website or through its direct link, and complete a test submission. Check that the fields are clear, required fields work as intended, and the expected thank-you message or confirmation page appears.
Confirm that you receive the submission notification. If you enabled an email copy for clients, check the inbox for the email address you used during your test.
Review the response in FORMS and confirm that the contact information appears in CONTACTS. Form submissions contain the answers clients provide, while Contacts stores their contact information.
Once your test confirms the form and its settings work as expected, you’re ready to collect responses.
Helpful Notes
- You can create as many forms as your business needs. The number of forms you create is separate from your account’s submission allowance.
- Contact information collected through form submissions creates or updates contact records in your account.
- Email invitations are not delivered to email addresses that have previously unsubscribed. Review the email invitation guide before using invitations to send client paperwork.
NEED HELP?
Have questions or need a hand? Contact our Support Team for help with your Zibster website and account.
Phone: 844.353.3412
Support Channels: Phone, Live Chat, Support Ticket
