Building the Web Form

Overview

Once you’ve configured your web form settings, you can begin building the form using the drag-and-drop form builder. 

To design your form, simply drag widgets—such as form sections, pricing tables, and other available components—from the widget sidebar into the main design area. Then, add the necessary lead fields by dragging them into the appropriate form sections.

These lead fields are automatically mapped to the corresponding fields in your system, ensuring that all submitted data is captured and properly stored.

To ensure data accuracy and completeness, you can mark fields as required, apply validation rules (such as ensuring selected values total 100%), and use conditional logic to dynamically show or hide specific fields or sections (such as pricing plans) based on the user’s selections.

Additionally, you can include a consent checkbox in your form to ensure that merchants acknowledge and accept your terms and conditions before submission.

Using the web form builder

To begin creating or editing a web form, go to Manage → Web Forms → Manage Web Forms, then click the pencil icon on the desired form.

The web form builder interface will open, displaying:

• The Widgets panel on the left
• The Design area in the center
• The Lead Fields panel on the right

Both the widget and lead fields panels can be collapsed to expand the design area if needed.

To start building your form, drag a Section widget from the panel into the design area.

Once the section is in place, drag the relevant lead fields into that section.

You can rearrange sections and fields at any time by dragging them within the design area.

☝️ To move the fields on the web form you must grab the field label, and not the field itself.

At the top of the builder, you’ll find quick action buttons. When you're done editing, click Save to apply your changes.

Configuring Lead Fields: Settings, Validation, and Autofill

To edit the settings of a lead field that has been added to a web form, click the field. Its settings will appear in the sidebar on the left. To close the settings panel, click the X in the upper-right corner of the sidebar.

The settings available in the sidebar vary depending on the selected field type, such as a text box, checkbox, or dropdown.

For most fields, you can configure the following settings:

• Field Title
• Required — Makes the field required before the form can be submitted.
• Read-Only — Prevents the submitter from editing the field.
• Placeholder Text
• Tooltip Text
• Minimum and Maximum Characters — Available for text fields.
• Minimum and Maximum Values — Available for number fields.
• Hide by Default

The Hide by Default option hides the field when the form is first opened. This setting is typically used with Conditional Logic, which allows you to show or hide fields based on the submitter's interactions with the form—for example, when they select a specific pricing plan from a dropdown.

Field Types

When you drag a lead field onto a web form, its field type is automatically inherited from the lead. If needed, you can change the web form field to another compatible type using the Field Type setting—for example, changing a Text field to an Address field.

Autofill and Validation

Autofill and field validation can be enabled for several types of web form fields.

How to Configure Autofill for Address Fields

To enable autofill for address fields, follow these steps:

1. Add the Address, City, State, and ZIP lead fields to the web form.
2. Make sure each field is assigned the corresponding field type: Address, City, State, or ZIP.
3. Select the Address field. In the Related Address Fields section, select the corresponding City, State, and ZIP fields. This groups the fields into a single address field set.
4. Save your changes and open the form to confirm that the fields work correctly. As the submitter begins entering an address, the field displays matching addresses to choose from. After an address is selected, the Address, City, State, and ZIP fields are automatically populated with the corresponding information.

How to Configure Autofill for an ABA Routing Field

The ABA Code field type allows users to look up banks by entering the beginning of a routing number. When a bank is selected, the form can automatically populate both the ABA routing number and the associated bank name.

To configure ABA Code autofill, follow these steps:

1. Select the routing field and make sure its Field Type is set to ABA Code.
2. In the routing field settings, select the associated description field where the bank name should be displayed.
3. Select Show Only Number When Selected if you want the field to display only the routing number after a bank is selected. If this option is not selected, the field displays both the ABA code and the bank name.
4. Save your changes and open the form to confirm that the ABA code and bank name are populated correctly.

How to Configure Autofill for SIC Fields

The SIC autofill feature allows users to enter the first few digits of an SIC code and select a matching code from a list. After a code is selected, the SIC number is saved in the SIC field and its description is saved in the associated description field.

To configure SIC Code autofill, follow these steps:

1. Select the SIC code field and make sure its Field Type is set to SIC Code.
2. For Field Value, select SIC.
3. In Autofill Field, select the field that should store the SIC code description—for example, Products & Services.
4. In the Autofill Field Value dropdown, select Description.
5. Save your changes and open the form to confirm that the SIC code and description are populated correctly.

How to Mask and Validate SSN and Other Special Fields (beta)

Secure lead fields can be configured with an appropriate field mask, such as SSN, EIN, or ITIN, to ensure that values are entered in the correct format.

To configure masking and validation for a secure field, follow these steps:

1. Select a secure field, such as Social Security Number.
2. Make sure the Field Type is set to Secure.
3. Select the appropriate Mask Type, such as SSN.
4. Save your changes and open the form to confirm that the field uses the correct formatting and validation.

How to Require Email or SSN Confirmation (beta)

Email and secure fields can be configured to require confirmation, helping ensure that the submitter has entered the correct information. When confirmation is enabled, a second field is automatically added to the form and the submitter must re-enter the information.

The confirmation field is used only to verify the original entry. Its value is not stored or mapped to the lead.

To require confirmation for a secure field, follow these steps:

1. Select the secure field to open its settings.
2. Select Require Confirmation.
3. A confirmation field is automatically added below the selected field.
4. Save your changes and open the form to preview the confirmation field.

How to Allow Future Dates

By default, date fields allow only past dates to be selected. To allow submitters to select a future date, enable Allow Future Dates in the date field properties.

Web form widgets overview

The Web Form Builder includes a Widgets Panel, which serves as the toolbox for creating and customizing your web forms.

This panel is located on the left side of the builder interface and provides a variety of components—called widgets—that can be dragged and dropped into the design area.

In addition to form construction, the widgets panel also functions as the properties editor.

Clicking on any widget in the design area automatically displays its configuration options in the panel for easy modification. To customize a widget:

1. Click the widget in the design area.
2. The widget’s properties will automatically display in the left panel.
3. Make adjustments as needed (e.g. change the title, text, and settings such as required or read-only status etc.).

Changes are reflected in real-time. To finalize your edits, use the Save button located at the top of the page.

The web form widgets are organized into two categories:

• Layout Widgets – used to structure and visually organize your form
• Section Widgets – used to add functional elements within sections

Layout Widgets

Layout widgets help define the overall structure and visual flow of your web form.

Section Widgets

These widgets are placed within a section and support key interactive features.

Cloneable sections

A section widget can be configured to be cloneable, allowing the person filling out the web form to dynamically generate additional instances of that section as needed.

Example Use Case

To enable your clients to add multiple owner sections (e.g., additional business owners), you can activate the cloning functionality by selecting the "Include Additional Sections Button" checkbox within the section’s settings.

When this option is enabled, the section will automatically resize to half the width of the form to allow room for newly added sections.

Additional Configuration Options

Once the "Include Additional Sections Button" checkbox is selected, additional configuration settings will appear directly below it. These options allow for further customization of the cloneable section’s behavior.

You can click the info icon next to each setting to view a tooltip explaining its purpose and functionality.

ℹ️ To ensure proper data capture and organization in your CRM, it is strongly recommended that cloneable section widgets are mapped exclusively to lead record sets, and not regular tabs. This ensures that each repeated section corresponds directly to an individual record set on the lead.

End-User Experience

After the form is saved and published, the user completing the web form will see an Add Owner button (or similar label depending on your configuration).

Clicking this button allows them to add multiple owner sections dynamically, making the form more flexible and user-friendly.

The Primary Owner section on the form is automatically mapped to the first record set on the Owner tab. When an additional section is added (e.g., Secondary Owner), it maps to the second record set.

Below is an example of a lead generated in the CRM from a web form, where each of the two owners has their information neatly captured in its corresponding owner record set.

Using Conditional logic

Conditional Logic lets you create dynamic web forms that show or hide specific fields or sections based on user input—making forms cleaner and more user-friendly.

To begin setting up conditional behavior in your form, open the form in the editor, click the Conditional Logic button, and then Add Conditional Logic to create a new rule.

How It Works

Each rule has two parts:

• IF condition – defines what to watch for
• THEN action – defines what happens when the condition is met

Example: If a checkbox is selected (IF), then a hidden section appears (THEN).

Use Add Condition to include multiple conditions with AND/OR logic, and Add Action to set multiple outcomes.

Building a Condition

To set up a condition, you'll need to define the widget and the logic that triggers an action. Follow these steps:

1. Select a widget type (only those already used in your form).
2. Choose the specific widget (e.g., checkbox or dropdown).
3. Select an operator (e.g., equals, greater than).
4. Enter the value to compare (e.g., “checked”).

Define an Action

After setting the condition, you'll choose what happens when it's met. You can define one or more of the following actions:

• Show or hide a widget or section
• Enable or disable a field
• Auto-fill a field value

Once you configure your condition it will appear in the Conditional Logic popup, where you can edit, copy, or delete it anytime.

To complete your setup close the Conditional Logic popup and click Save in the top-right corner of the page. 

💡Fields using conditional logic display a blue split-arrow icon in the editor. Click it to jump straight to the logic settings. 

Example

The example below shows a conditional rule that checks the "Tiered" checkbox on the web form. When the checkbox is selected, the rule automatically displays the Tiered section and hides the Flat Rate section.

ℹ️In the example above, the Tiered section must be hidden by default in order for the Show action to take effect.

Here is another image that shows a merchant selecting the Tiered checkbox, which dynamically replaces the Flat Rate pricing section with Tiered pricing.

Multi-Page Web Form

When a web form contains a large number of fields, presenting everything on a single page can quickly overwhelm users. That’s why the CRM Web Forms can be easily set up as multi-page forms, helping you break down complex forms into more manageable steps and improving the client experience.

A multi-page form gives users a clear sense of progress. At the top of the form, there's a progress bar that shows which page they’re currently on and how many pages remain.

After completing a page, users can either click the Next button at the bottom to move forward or jump to a specific page by clicking its name in the progress bar.

At the end of the form, you also have the option to display a summary page. This page shows a consolidated view of all the information entered, allowing the user to double-check everything before submitting.

If something needs to be changed, they can simply click a pencil icon next to a section to go back and edit that specific page.

This setup is ideal when you want to ensure accuracy before submission—especially for forms involving sensitive or business-critical information.

ℹ️The summary page supports only a limited set of widgets including:

• Helper Text
• Text Box
• Divider
• Consent Checkbox

Creating a multi-page form

To create a multi-page web form, you’ll begin the same way you would when creating any new form.

Once you’re in the form design step, look for the Form Pages button. Clicking this opens the settings for managing pages.

Next, take the following steps to enable multiple pages:

• Select the Enable Multi-Pages checkbox in the Form Pages widget.
• Click Add Page to begin creating additional pages.

Every time you add a new page, the design canvas updates with a new page section, and the progress bar at the top adjusts accordingly. This gives users a clear view of where they are in the process.

From there, start dragging your section widgets into the appropriate page.

If you'd like to include a summary page at the end of your form, check the box labeled Include Form Summary Page.

Example

In the below example we have added two pages called Location Info and Corporate Info, and we also enabled the Summary Page. After that, we moved the Business Information and the Corporate Information section widgets into the appropriate pages. 

Boarding multi-location merchants with web forms

Boarding merchants with multiple locations is more efficient with multi-location web forms. These forms allow merchants to submit all location details in one place, automatically generating and linking the necessary lead records and documents.

You can configure the form to let merchants dynamically add sections for each location. Upon submission, the system creates a separate lead for each location and links them together.

After boarding, these leads can also be linked to the merchant account (see: Linking Leads To Merchant Accounts).

If needed, the form can trigger an e-signature document—such as a merchant processing agreement—with a main section and dynamic sections for each location. Once signed, the document is saved to the primary lead and attached to each additional lead.

How to Create a Multi-Location Form

To make a multi-location web form, follow these steps:

1. Add a new section widget to the form that will hold each location’s information.
2. Open the section settings and configure the following:
   • Set a clear title for the section (e.g. Location Info).
   • Enable the “Include Additional Sections” option to let merchants add more locations.
   • Customize the button text (e.g., “Add Location”).
   • Set the maximum number of locations that can be added.
   • Choose whether the section should appear full-width.
3. Set naming preferences for added sections:
   • Choose between incremental numbering (e.g., Location Info #1, #2...) or descriptive labels (e.g., Primary, Secondary).
4. Turn on “Create Lead for Each Added Section” to generate a lead per added location.
5. Optionally enable “Add E-Signature Document for Each Added Section” to attach secondary documents for each location.

ℹ️ We recommend using two e-signature documents for multi-signer merchants:

• The main merchant processing agreement (set in the main web form settings).
• An addendum for each additional location (set in the location section settings).

When the e-sign app is generated, it includes the primary agreement followed by one addendum per location entered in the web form.

With the new section in place, drag the required lead fields from the lead panel into the section.

ℹ️ A lead field like DBA Name can be mapped in two places on the web form: once in the cloneable Location section and once in another section, such as Business Information. To ensure correct DBA names for all leads created via the web form—including linked locations—it's recommended to include the field in both places.

Submitting the Form

When a merchant uses the form, they can now add as many locations as allowed using the “Add Location” button.

Once submitted, a lead is created for each location and automatically linked to the primary lead. These linked leads can be accessed by clicking the link button next to the business name on the lead’s page.

Frequently Asked Questions

• Can I customize the form colors and add my logo? Yes, the form's colors and logo can either be inherited from your group settings or customized manually. These options are available in the Web Form sharing settings. For detailed instructions, please refer to our article on Sharing the Web Form.

Videos

Here are some additional video resources on building the web form:

• Conditional logic release announcement.

• Multi-page web form walkthrough.

• Multi-Location web form walkthrough.