Forms

Welcome to Forms — a powerful new way to generate, qualify, and convert leads directly inside SAGA. Follow this guide to create your first form step by step.

Last updated 5 days ago

✨ Forms Overview

Smart, high-converting forms:
Create clean, focused forms that make it easy for people to reach out, request info, or take the next step—without friction.

Lead generation + qualification:
Every submission captures not just contact details, but also key answers that help you understand who the lead is and how interested they are.

Instant CRM sync:
As soon as someone fills out a form, their data is automatically saved inside your SAGA CRM, fully organized and ready to follow up.

🎯 Main Benefits

  • Generate leads with real intent, not just clicks

  • Qualify prospects before you even talk to them

  • Automate data collection and save hours of manual work

  • Focus your energy on the right people

🛠️ What You Can Do

  • Use pre-made forms designed for network marketers

  • Create your own forms with 100% customization

📝 Create a Your Own Form

1. Create New

  1. Go to Forms page.

  2. Click “+ Create New Form”.

  1. Give your form a title and customize the end of the URL. Choose a short, unique text that will appear at the end of the URL. It should describe your form and use only lowercase letters, numbers, and hyphens.

👋 2. Set Up the Welcome Page

Your welcome page is the first thing visitors see.

  • Add a headline and intro text to set the tone.

  • Edit the call-to-action (e.g., “Start Now”).

✅ Tip: Make it warm, short, and clear — this is what convinces people to start filling it in.

🖌️ 3. Customize Your Theme

Click on “Theme” on the top right.

  • Choose your font theme

  • Set your button colors (or enter a custom hex)

  • Edit the background color or upload a background image image

  • Preview changes in real time.

Make a beautiful form match your brand:

When you’re done editing the theme & the welcome page, click on “Confirm” in the bottom right.

❓ 4. Add Questions to Your Form

Click “Add Question” to build your form. You can:

Choose question types:

  • Short or long text

  • Single & Multiple choice

  • Number, Date & time

  • Rating

  • SAGA integrated fields (e.g., Name, Email, Phone, Company). This will be filled in the contact information.

⚡ CRM-connected fields automatically update your Contact Page when a lead fills them in — no manual work needed.

You can:

  • Click on the questions to shrink or collapse them

  • Reorder questions with drag & drop

  • Remove them easily by clicking on the trash bin icon

  • Set the question as required or optional

When you’re done editing the form, click on “Confirm” in the bottom right.

🙏 5. Set Up the Thank You Page

After users complete the form, they’ll land here.
You can:

  • Add a thank you message

  • Embed a video or image

  • Add a button linking to a page or a PDF

✉️ 6. Create an Email Sequence

Here you can edit the Email Sequence your leads will receive once they fill in the form.

First Email:

In this email you’ll share the free content (freebie) with your leads. This will be sent immediately

  • Choose to deliver the freebie as a PDF or a Link (e.g., a board page).

  • Edit the subject line, email content, and button text in the email.

Optional Email Sequence:

You can choose to build a sequence of emails that will be sent automatically over time. This allows you to nurture your leads, provide extra value, or guide them toward a specific action.

  • You can add one or more emails to your sequence by clicking “Add email to sequence.”

  • For each email, you can set a delay time (e.g., send 2 days after the previous one).

  • You can use our template builder to easily design professional-looking emails.

⚠️ Remember to click “Save” each time you edit an email to make sure your changes are applied.

🧭 7. Edit Anytime

You can always:

  • Return to the form

  • Update questions, theme, thank you page, or email flow

  • Relaunch your form without losing any data.

📊 8. Track Analytics & Results

Each form includes:

  • Views

  • Completions

  • Conversion Rate (CR)

You can also:

  • See the leads who answered

  • View their responses inside the Activity Panel of each contact

  • Copy questions and answers for use anywhere else.

Save time by reusing proven structures.

  • Duplicate forms you created

  • Duplicate forms from your team

  • Edit questions, wording, and flow

  • Use existing forms as a base for lead generation and qualification

💬 Need Help?

If you need assistance with creating your Link Mate or have questions about the process:

  • Support Center: Start a chat with the Fibi AI Agent in your SAGA. If they can’t help, a human team member will take over.

  • Book a Call: Schedule a demo with our team