Forms and lead capture

CaterCloud Forms let you capture leads and enquiries from your website. Submissions create contact records and can trigger sequences automatically.

Creating a form

1. Go to Forms → New Form
2. Give it a name (e.g. "Event Enquiry Form", "Corporate Catering Request")
3. Add fields from the left panel: text, email, phone, dropdown, date, file upload
4. Mark required fields with the toggle
5. Set a thank-you message shown after submission
6. Optionally set a post-submission sequence — auto-enrols the contact on submit
7. Click Publish

Embedding a form

Published forms have an embed code. Copy it from Forms → [form name] → Share and paste into your website's HTML.

Alternatively, share the direct link (e.g. yoursite.catercloud.io/f/event-enquiry) for a standalone form page.

Form submissions

Submissions appear in Forms → [form name] → Submissions. Each submission:

• Creates or updates a contact record
• Appears in the contact's activity feed
• Triggers any attached sequence

Notifications

Go to Forms → [form name] → Settings → Notifications to set email alerts for new submissions. Multiple email addresses supported.

Conditional logic (advanced)

Show or hide fields based on previous answers. For example: show "Number of guests" only if the event type is "Wedding". Set this up in the form builder under Logic.

Instant Quote forms

A special form type that presents the contact with a live quote based on their answers. Configure at Settings → Instant Quoting.