Form types

Form types are named labels you create once and apply to any form Marketing detects, a way to group forms like Newsletter or Demo request. You manage the list of types on the Lead settings page, then assign a type to a form from its detail page. Classifying a form is a labeling step only; it does not change how, or whether, that form captures contacts.

Creating a form type

Open Lead settings. In the Form types card, type a label into the New form type… field and click Add (or press Enter). A name is required and is limited to 100 characters. If you submit a blank name, Marketing responds "Enter a name."

The create form asks only for a name. New types are added to the list right away, and the list is sorted alphabetically.

Suggested types

Below the input, a Suggestions row offers a set of common labels you can add in a single click: Mailing list signup, Contact us, Demo request, Newsletter, and Event registration. Clicking a suggestion adds it as a type right away. A suggestion disappears from the row once a type with that name exists, so the list only ever shows labels you have not added yet.

Renaming and deleting

Each type in the list has a pencil icon to rename it and a trash icon to delete it. Click the pencil to edit the name inline, then click Save. Renaming a type carries through everywhere it is applied; forms already classified with it keep the classification under the new name. The same uniqueness rule applies, so you cannot rename a type to a name another type already uses.

Click the trash icon to delete a type. A confirmation dialog titled "Delete form type?" explains the effect: "Forms classified with this type become unclassified. Capture settings are unaffected." Confirm with Delete. Any form that carried the deleted type is detached from it and shown as Unclassified afterward; the forms themselves and their capture configuration are left untouched.

Applying a type to a form

You assign a type from a form's detail page, not from this settings page. Open a form under Lead forms and find the Classification & capture card. The Form type dropdown lists every type you have created, plus an Unclassified option that leaves the form without a type. If you have not created any types yet, the dropdown shows a note: "Create form types under Leads → Settings to organize your forms."

Once a form has a type, the catalog shows that type as a badge in the Type column. Forms with no type show an Unclassified badge instead. To find forms still waiting on a label, switch the catalog toggle from All to Unclassified, which also shows a running count of how many remain.