How to Build a Form in UniLink (Create Custom Lead Capture and Survey Forms)

Add a fully custom form to your UniLink page — collect leads, survey your audience, or take booking requests without any third-party tool.

The UniLink Form Builder lets you capture information from visitors without sending them to an external tool like Typeform or Google Forms. Everything lives on your UniLink page, which means fewer drop-offs and all submissions stored in one place. Whether you want a simple email sign-up, a multi-field lead form, or a short survey, you can build it in a few minutes inside the Dashboard.

What the Form Builder Does

The Form Builder is a block you add to your UniLink page, the same way you add a link or a product listing. Once on the page, it lets you build a custom form from scratch using a drag-and-drop field editor. Each field has its own settings — label, placeholder text, whether it is required, and validation rules.

Submissions are stored in your UniLink account under the Form Responses tab, where you can export to CSV at any time. You can also connect a CRM so each new submission automatically creates a contact in HubSpot, Mailchimp, or your chosen tool. Email notifications let you know the moment someone submits, so you never miss a new lead.

The form adapts to your page's design settings — font, button color, and layout — so it looks like it belongs rather than like an embedded widget from another product.

How to Get Started With the Form Builder

1. Open your page in the Dashboard — log in at unil.ink/login, go to Sites, and click Edit on the page where you want the form.
2. Add a Form block — click the + Add Block button in the editor, scroll to the Collect section, and select Form.
3. Name your form — click the block title and give it a descriptive internal name (e.g., "Newsletter Sign-up" or "Client Inquiry"). This name appears in your Responses dashboard.
4. Add your first field — click Add Field inside the block, choose a field type from the dropdown, and type a label. Repeat for every field you need.
5. Mark required fields — toggle the Required switch on any field that must be filled before the form can be submitted. Required fields display an asterisk automatically.
6. Set your post-submit action — in the Form Settings panel, either type a confirmation message (shown inline after submit) or paste a redirect URL to send visitors to a thank-you page.
7. Save and publish — click Save in the top bar, then Publish. The form is live immediately.

How to Use the Form Builder

1. Reorder fields — drag any field by its handle to change the order. Visitors fill fields top to bottom, so put the most important ones first.
2. Configure a Dropdown field — click the field, open its Options list, and add each choice on a new line. The first option is shown as placeholder text by default unless you uncheck that setting.
3. Add a File Upload field — choose File Upload from the field type list, then set the allowed file types (PDF, image, etc.) and the maximum file size in MB. Uploaded files are stored in your account and linked in the response record.
4. Enable email notifications — in Form Settings, enter one or more notification email addresses. A notification is sent for every new submission, including all field values.
5. Connect a CRM — go to Integrations in your account settings, connect your CRM, then return to the form and map each field to a CRM property (e.g., the Email field maps to the contact email property).
6. Preview the form — click the Preview button in the editor to see exactly what visitors will see and fill out a test submission. Test responses are labelled clearly in your Responses tab.
7. View and export responses — go to Responses in the Dashboard sidebar, select the form by name, and click Export CSV to download all submissions.

Key Settings Explained

How to Get the Most Out of the Form Builder

Use a short, specific form title as the block heading. "Get Early Access" or "Book a Free Call" converts far better than "Contact Form" because it tells the visitor exactly what they are signing up for. The heading text is editable directly on the block.

If you are running a promotion or time-limited offer, pair the form block with a Countdown Timer block placed directly above it. The timer creates urgency and the form captures the lead in the same scroll position, which reduces the chance the visitor navigates away before submitting.

For longer survey or intake forms, break the questions into logical groups using the Section Divider block between form blocks. UniLink lets you place multiple Form blocks on a single page — each one is tracked separately under its own name in the Responses tab.

CRM mapping is most useful when you set it up before traffic arrives, not after. Once field-to-property mapping is configured, every submission creates or updates a contact automatically. Check the mapping once a week for the first two weeks to confirm data is flowing correctly, particularly for dropdown fields where option values must match the CRM property options exactly.

Troubleshooting Common Issues