How to Create, Customize, and Manage Forms Using Form Builder

The Form Builder inside BrainCert is a powerful no-code tool that empowers you to create beautiful, responsive forms—without writing a single line of code. Whether you're collecting leads, feedback, event registrations, or e-signatures, this intuitive builder makes it easy to design, deploy, and track your forms across any page.

You can now turn your landing pages into high-converting sales funnels by embedding forms that instantly capture and route leads to your CRM. This new feature allows you to:

• Place forms on any BrainCert landing page with just a few clicks.

• Track form submissions and tie them to specific campaigns or funnel stages.

• Automatically trigger follow-up actions such as sending emails, tagging users, or notifying your sales team.

• View detailed analytics on conversions and submission rates right inside your dashboard.

This feature transforms static pages into dynamic lead generation funnels—perfect for growing your pipeline.

It’s perfect for:

• Sales & Marketing Teams: Capture and qualify leads directly from custom landing pages.

• Instructors & Course Creators: Onboard learners, gather preferences, or collect assignments.

• HR & Compliance Teams: Manage internal forms for onboarding, policies, or surveys.

• Event Managers: Register attendees and send automated confirmations.

In this article, we’ll walk you through everything, from creating your first form to setting up email notifications for submissions.

Step 1: Go to the Forms Section

From the menu, head over to 'Sales & Marketing' → 'Forms.' You’ll land on a data table that shows all your existing forms.

Step 2: Create Form

To create a new form, click 'Create Form' at the top right to begin.

Step 3: Set Up Your Form

Enter a 'Form Name,' select the form 'Type' from the dropdown, and fill in the remaining fields as needed.

Step 4: Build Your Form

Use the intuitive drag-and-drop canvas to design your form:

• Move Up/Down or Insert Above/Below using the Options

• Delete unwanted fields

• Customize labels, placeholders, and required fields by clicking on a field. Click Save Form to apply settings.

Step 5: Add Extra Fields

Use the '+ Add new field' button to insert additional fields as needed.

Step 6: Preview Your Form

Use the 'Form Preview' section to see how your form will look to users.

Step 7: Customize Form Settings

After saving your layout, switch to the Settings tab. You can adjust:

• Submit Button Title (e.g., "Send Now", "Get Started")

• Button Color to match your brand

• Submit Button Width & Position to adjust the size of the button

• Label Orientation to choose how labels appear on your form fields. 

• Signature Instructions if you're collecting e-signatures

• Enable CAPTCHA (optional)

• Add custom success messages, redirect URLs, or tracking codes

Click Save Form to apply settings.

Step 8: Configure Post-Submission Behavior

Under the 'After Submission' section, define what happens next:

• Notify your team
• Set 'Team Email Addresses.'
• Choose an 'Action' (e.g., Send Email, Create Task)

Step 9: Manage Your Forms

In the main Forms table, you'll see all your created forms. Click the 'Options' to 'Edit,' 'Duplicate,' 'Delete,' and View 'Submissions' of a form.

You can export form entries to CSV, Excel, or PDF anytime.

Step 10: View Form Submissions

The 'Submissions' tab displays data collected from each form, including name, email, other field values, and uploaded files or signatures (if applicable)

Embed Your Form and Publish the Landing Page

Now that your form is ready, it’s time to embed it into a landing page and make it live. Follow these steps:

Step 11: Navigate to the Landing Pages Section

Go to Sales & Marketing → Website → Landing Page from the left menu.

Step 12: Create or Edit a Landing Page

To start fresh, click '+ Create New Landing Page.' Or, choose an existing landing page and click 'Edit.'

Step 13: Add a New Section

Click the + (plus icon) to add a new content block or section to the page.

Step 14: Insert the Form Component

From the Components list, select Form to add a form section.

Step 15: Choose Your Form

Pick a form from the dropdown list of forms you previously created with the 'Form Builder' and click 'Add.'

Step 16: Save Your Page

Click Save to apply all the changes to your landing page.

Step 17: Publish Your Landing Page

Back in the Landing Page list view, click Options → Publish to make your landing page live and publicly accessible.

Form Builder gives you the tools to easily create beautiful, functional forms tailored to your needs. From drag-and-drop design to team notifications and detailed submissions, everything is built to help you collect and manage data efficiently, without writing a single line of code.