# Creating and Placing a Pop-up Form for Customer Feedback

Published 2025-04-29

> This guide will explain the process of creating and placing a pop-up form on a website to collect customer feedback. Instructions 1. Prepare the form content Prepare the names of the fields that will be filled in the for

This guide will explain the process of creating and placing a pop-up form on a website to collect customer feedback.

### **Instructions**

**1\. Prepare the form content**  
Prepare the names of the fields that will be filled in the form. For example:

-   Name
-   Phone
-   Email
-   Feedback

**2\. Create a form**

-   Go to the **Form** menu.
-   Click on the **Lead Generation** tab.
-   Click the **Create Lead** button.
-   Select **Pop-Up** and click **Next**.
-   Check the **Skip CallOut** box and click **Next**.
-   In the **Form Title** field, type **"Feedback"**.

**3\. Add fields**

-   **Name**:
    -   Click on **First Name**.
    -   In the **Field Label** section, type **"Name"**.
    -   Click the **Add to Form** button to add it.
-   **Phone**:
    -   Click on **Phone**.
    -   In the **Field Label** section, type **"Phone"**.
    -   Click the **Add to Form** button to add it.
-   **Email**:
    -   Click on **Email**.
    -   In the **Field Label** section, type **"Email"**.
    -   Click the **Add to Form** button to add it.
-   **Feedback**:
    -   Click on the **text area**.
    -   In the **Field Label** section, write **"Please provide feedback"**.
    -   Click the **Add to Form** button to add it.

**4\. Form settings**

-   Go to the **Options** section.
-   **Form name** – Give it a name like **"Feedback"**.
-   Select a **brand**.
-   Select a **channel**.
-   Click the **Save** button to save the form.

### **Test and Check**

-   Click the **"< >" Install code** button in the Actions section behind the form.
-   Click the **Preview** button to see the form.
-   A form will appear with **Name**, **Phone**, **Email**, and **Feedback** fields visible.
-   Fill in the information and click the **Send** button to try it out.

### **⚠️ If the form is not visible:**

-   Check if the form's **Install code** has been copied and pasted correctly.
-   Check if the **Brand/Channel** settings are correct.
-   Check if the form **status** is active.

This process will allow you to create a customer feedback form that is easy to integrate into your website as a pop-up, making it simple for users to provide valuable feedback.

**Illustrated instructions**

**1\. Prepare the form content**  
Prepare the names of the fields that will be filled in the form. For example:

-   Name
-   Phone
-   Email
-   Feedback

**2\. Create a form**

-   Go to the **Form menu**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2Fn4lXvoIKNjmxsJLAgWG7Wformmms.png)
-   Click on **the Lead Generation tab.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FhyHeCP0rWaqnujLAw5iNNformleadgen.png)
-   Click the **Create Lead button.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FKGhYD7GWUC9L3hwzL427jformcreatelead.png)
-   Select **Pop-Up** and click **Next.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FTMXCq6CAVAZy4FGeOaoHYformpopup.png)
-   Check the **Skip CallOut** box and click **Next.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FLItsZMK7m8GhpNwevFE9eformskippp.png)
-   **In the Form Title** field, type “Feedback”  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FvDl8wsXHuN5vWVRPLdbs0formtitle.png)

**3\. Add fields**

-   Name:
    -   Click on **First Name.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FeHNdKsD02ZT1JnQOz8wcwformnamechose.png)
    -   **In the Field Label** section, type “Name.”
    -   Click the **Add to Form button to add it.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FzhsFIHP54dh3PjF1ZepVwformnamead.png)
-   Phone:
    -   Click on **Phone**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F7ORpGc9M5OiY5mZdNGnvqformphonechose.png)
    -   **In the Field Label** section, type “Phone”
    -   Click the **Add to Form button to add it.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FOX5kf2wPjbLslNl5a6RgMformphoneadd.png)
-   Email:
    -   Click on **Email.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FSISb6d7yfv1Shwc1dkAnWformemailchose.png)
    -   **In the Field Label** section, type “Email”
    -   **Click the Add to Form button to add it.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FYuJaghkQozBgwmWPzw4TLformemailadd.png)
-   Feedback:
    -   Click on **the text area.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FsX6c5GrLXxajYD3VK1691formtextareachose.png)
    -   **In the Field Label** section, write “Please provide feedback.”
    -   Click the **Add to Form button to add it.**  
        ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FfJKX86r3adyD2nnAgNrp1formtextareaadd.png)

**4\. Form settings**

-   Go to **the Options section.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FjJyF3rtatWNhZSLbrFGXyformsavebefore.png)
-   **Form name** – Give it a name like “Feedback”  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2F49kp3k8V9M9vPCMZWhn8kformname.png)
-   Select **a brand**
-   Select **Channel**
-   Click the **Save button to save.**  
    ![](https://office.erxes.io/gateway/read-file?key=office-erxes-io%2FzCPPJ2fgQB00a9U06Ufbgformsave.png)

**Test and check**

-   Click the **"< >” Install code** button in the Actions section behind the form.
-   Click **the Preview button to see.**
-   A form will appear with Name, Phone, Email, and Feedback fields visible.
-   Fill in the information and click **the Send button to try it out.**

**⚠️ If the form is not visible:**

-   Check if the form's Install code has been copied and pasted correctly.
-   Check if the Brand/Channel settings are correct.
-   Check if the form status is active.