NextCRM supports different form types and display rules.
The form type controls how the form behaves. The display rule controls where the form should appear.
Form Type
From the form creation popup, you can select:
- General
- Popup
General Form
A General Form is a normal form that can be embedded on a page, post, section, or selected element.
Use General Form for:
- Contact pages
- Newsletter signup sections
- Landing pages
- Blog pages
- Product pages
- Course pages
Popup Form
A Popup Form is used when you want the form to appear as a popup.
Use Popup Form for:
- Newsletter popup
- Exit-intent style offers
- Discount signup
- Lead capture popup
- Special announcement
- Campaign promotion
Popup forms are useful when you want to collect contacts without placing a fixed form inside the page content.
Display Rule
The Display Rule controls where the form should appear.
Available display rules include:
- Show on Every Page
- Show on Specific Pages
- Show on Specific Posts
- Show on Specific Post Types
Show on Every Page
Use this option if you want the form to appear across the whole website.
This is useful for global newsletter forms or popup forms.
Show on Specific Pages
Use this option if the form should appear only on selected pages.
Example:
Homepage
Pricing Page
Contact Page
Landing PageThis is useful when a form is related to a specific page goal.
Show on Specific Posts
Use this option if the form should appear only on selected blog posts.
This is useful for content upgrades, newsletter signups, or lead magnets inside blog content.
Show on Specific Post Types
Use this option if the form should appear on a selected post type.
Example:
Posts
Pages
Products
Courses
EventsUse this when you want a form to appear across a full content type.
Form Submission Assignment
The Assigned To section controls what contact status, type, list, and tags will be applied when someone submits the form.
Available assignment options include:
- Contact Status
- Contact Type
- List
- Tags
Contact Status
The Contact Status field controls the default status for contacts created from the form.
Example:
Subscribed
Pending
UnsubscribedFor most newsletter or lead forms, Subscribed is commonly used.
If dual opt-in is enabled, you may use a pending or confirmation-based flow depending on your setup.
Contact Type
The Contact Type field controls the type assigned to contacts created from the form.
Example types:
Contact
Lead
Customer
Client
Partner
OtherFor most forms, Contact or Lead is a good choice.
Assign List
Use the List field to assign form submissions to one or more lists.
Example lists:
Newsletter Subscribers
Website Leads
Pricing Page Leads
Course Inquiries
Popup SubscribersThis keeps form contacts organized automatically.
Assign Tags
Use the Tags field to apply tags when someone submits the form.
Example tags:
Website Lead
Popup Signup
Newsletter Signup
Pricing Interested
Contact FormTags help you understand where the contact came from and what action they took.