About the form builder

The Wedy Pro form builder gives you full control over what information you collect from prospective clients. Built around a drag-and-drop interface, it lets you add, configure, rearrange, and remove fields to create a lead form tailored to your business. Whether you're a florist asking about flower preferences and event dates or a venue collecting guest counts and setup requirements, every field you add maps directly to the lead record in your CRM — meaning zero manual data entry once a client submits.

To open the form builder, navigate to Lead Forms in the sidebar under the CRM section and either click New Lead Form to create a new form, or click on an existing form row (or select Edit Form from the three-dot menu) to edit it.

The three-panel layout

The form builder uses a three-panel workspace designed for efficient form creation:

Add Element panel (left) — A collapsible panel containing two sections: Quick Add for common pre-configured fields and Elements for all available field types. Click or drag any item onto your canvas to add it.
Canvas (center) — A live preview of your form where you see fields exactly as they will appear to visitors. Drag fields to rearrange them, click any field to select it and open its settings.
Settings panel (right) — Opens when you select a field on the canvas. Configure the field label, placeholder text, required status, and type-specific options. On mobile, this opens as a bottom sheet instead of a side panel.

The header bar includes your inline form title, the Settings gear icon for general form settings, Preview, Save (or Update for existing forms), and Share.

Required fields and default information

Every lead form in Wedy Pro requires at least one name field and one email field. These two fields ensure every submission creates an identifiable lead in your CRM that you can follow up with. If you try to save a form without them, you will see a validation message: Form must have at least one email field or Form must have at least one name field.

You can choose how to capture names — use a single Full Name field for simplicity, or separate First Name and Last Name fields if your workflow benefits from split name data. Both approaches satisfy the name requirement.

Quick Add fields

The Quick Add section at the top of the Add Element panel provides pre-configured fields that cover the most common lead capture needs. Add any of these with a single click:

Full Name — A single text input for the lead's complete name. Required by default.
First Name — Text input for first name only. Required by default.
Last Name — Text input for last name only. Required by default.
Email — Email address input with built-in format validation. Required by default.
Phone — Phone number input with formatting. Required by default.
Budget — Number field prefixed with a dollar sign ($), ideal for capturing the lead's event budget range.
Location — Location input for the event venue or geographic area.

Quick Add fields come pre-labeled and ready to use. A wedding photographer, for instance, could build a complete inquiry form in under a minute by clicking Full Name, Email, Phone, Budget, and Location — five clicks and the form is ready to preview.

Element types for custom fields

For questions specific to your business, use the Elements section below Quick Add. Drag any element type onto the canvas to add it to your form:

Text — Single-line text input for short answers. Use for fields like "How did you hear about us?" or "Preferred contact name."
Paragraph text — Multi-line text area for longer responses. Ideal for asking leads to describe their event vision, special requests, or additional details.
Dropdown — A dropdown menu where leads select from predefined options. Perfect for event type (wedding, corporate, birthday), package interest, or service category. Each dropdown must have at least one option configured.
Checkbox — Multiple-choice checkboxes that allow leads to select several options. Use for questions like "Which services are you interested in?" where a client might want photography and videography.
Radio — Single-choice radio buttons for selecting exactly one option. Suited for questions like "Indoor or outdoor event?" or "Morning or evening ceremony?"
Date — A date picker field. Essential for capturing the event date, consultation availability, or preferred booking window.
Company Info — Displays your company logo, business name, and description at the top of the form. Only one Company Info element is allowed per form. This reinforces your brand identity and builds trust with visitors before they start filling in details.

After adding an element, click it on the canvas to open the Settings panel where you can customize the field label, set placeholder text, toggle the Required status, and for selection fields (Dropdown, Checkbox, Radio), add or edit the available options.

Rearrange and remove fields

The form builder supports full drag-and-drop reordering. To rearrange fields, click and hold any field on the canvas and drag it to its new position. Release to drop it in place. The canvas updates in real time so you can see the final layout as you work.

Place your most important questions near the top of the form where leads are most engaged. For example, a caterer might position Event Date and Guest Count (as a number or dropdown field) before less critical questions like dietary preferences or theme.

To remove a field, select it on the canvas and delete it. Required fields (name and email) cannot be removed — they are fundamental to lead identification. All other fields are optional and can be added or removed freely.

Multi-page forms

For forms with many fields, Wedy Pro supports multi-page layouts. Instead of presenting all questions on a single page, you can break them across multiple pages to keep the experience clean and approachable. Visitors navigate between pages using ← Previous and Next → buttons, with a Page X of Y indicator showing their progress. Validation runs per page, so leads resolve any missing required fields before moving forward.

Multi-page forms work especially well for planners or all-inclusive venues that need detailed event specifications — splitting general contact info onto page one and event-specific details onto page two keeps the form from feeling overwhelming.

How field data maps to your CRM

Every field on your lead form maps directly to the lead record created in your Wedy Pro CRM when someone submits the form. Name and email fields populate the lead's contact information. Phone, budget, location, and date fields fill in the corresponding lead details. Custom fields (dropdowns, checkboxes, text areas) are stored as part of the submission data and visible in the lead's profile.

This direct mapping eliminates manual data entry entirely. When you open a new lead on your Leads page, every answer the client provided is already there — ready for you to review, follow up, and eventually convert into a full Project with documents, invoices, and payment tracking.

Tips for effective form design

Keep it focused — Forms with 3–6 fields convert significantly better than lengthy questionnaires. Ask only for information you need to qualify the lead and craft a personalized response. You can always gather more details during the follow-up conversation.
Lead with a Company Info element — Adding your logo and business name at the top of the form establishes credibility immediately. Visitors are more likely to complete a form when they can clearly see which business is behind it.
Use the right field type — Dropdowns and radio buttons are easier for leads to complete than open-ended text fields. When you can predict the answers (event type, service interest, guest count range), offer predefined options.
Include a Date field — For event vendors, the event date is one of the most valuable pieces of information. It instantly tells you whether you are available and helps you prioritize responses.
Match your branding — Your lead form automatically inherits your company theme for a polished, professional look. Customize it further from the Style and Brand Your Lead Form settings.
Set up Automations — Connect your lead form to an automation workflow that sends an instant confirmation email from your own email address. Immediate follow-up makes a strong first impression and ensures no inquiry goes unanswered.
Use templates for inspiration — When creating a new form, start with a pre-built template tailored to your vendor category. It provides a proven field selection that you can then customize to your specific workflow.

Frequently asked questions

Can I remove the name or email fields from my form?

No. Every lead form requires at least one name field and one email field. These are necessary to create an identifiable lead in your CRM. All other fields are fully optional and can be added or removed at any time.

How many fields should I include on my lead form?

Aim for 3–6 fields for the best balance between collecting useful information and keeping the form easy to complete. Contact basics (name, email, phone), an event date, and one or two qualifying questions (event type, budget) are usually all you need to start a meaningful conversation.

What happens to the data when a lead submits my form?

All submitted field data is automatically populated on the lead record in your Wedy Pro CRM. You can view it on the Leads page — no manual data entry required. From there, manage the relationship, send emails, schedule meetings, and convert to a Project when ready.

Can I add the same field type more than once?

Yes. You can add multiple instances of any field type except Company Info, which is limited to one per form. For example, you might include two separate Date fields — one for the event date and one for a preferred consultation date.

Does my form include spam protection?

Yes. Every Wedy Pro lead form includes built-in bot protection to prevent spam submissions, so the leads in your CRM pipeline are real inquiries from real people.