✨ 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

How Does It Work?

When someone fills out and submits a Form:

• A contact is created (or updated) in your SAGA CRM

• You’ll see exactly which Form they used, both:

  • on their contact card

  • inside the activity panel

Forms give you context — not just contacts.

🛠️ What You Can Do with Forms

You have multiple ways to use Forms in SAGA:

• Use pre-made Forms as they are

• Duplicate existing ones and customize them

• Create your own from scratch

Option 1: Pre-Made Forms

SAGA includes ready-to-use Forms you can start sharing immediately.

Where do they come from?

On the Forms page, you’ll always find a dedicated tab with existing Forms:

• If you’re part of a team, these may have been created by your team

• If you’re not in a team, you’ll see default templates provided by SAGA

Can I Use Them Without Editing?

Yes — and this is the important part.

Even if you don’t edit anything, these Forms are already:

• Connected to your profile

• Shared through a personal URL

• Linked directly to your CRM

This means that every submission will appear in your Contacts page, exactly like any other form you create.

No extra setup required.

👀 Preview Before You Share

To check a Form before sharing it publicly:

• Click the External Link button to open the preview version of the Form

• The Form will open with a yellow banner at the top, indicating that you’re in preview mode

In preview mode:

• You can fill in the Form to test it

• No data will be saved

• No contacts or answers will be collected

This allows you to safely test the Form and see exactly how it looks for visitors.

Option 2: Duplicate & Customize

If you like a pre-made Form but want to adapt it:

• Duplicate it

• Use it as a starting point

• Edit fields, text, or structure

This gives you flexibility without starting from zero.

Option 3: 📝 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.

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.

💬 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