Quickly build forms that convert

Today, I’ll show you how you can build dynamic forms without code, so you can remove developer bottlenecks and launch new forms in days—not weeks or months.

What you see here is a landing page that customers would visit to find information, with a button to request a call back. To minimise friction and make it easier for customers to self-serve, they should be able to fill out a callback request without being directed to another form page. Additionally, the request needs to be directed to the right team automatically for a timely response.

First, let’s look at our form. You get many predefined fields that you can simply drag and drop into your form. For example, let’s add a file upload field so customers can upload any additional documents they want the team to review before giving them a call back. You can also add more advanced fields such as signatures or payment fields. This helps you turn paper-based form experiences into more efficient, frictionless digital interactions.

It’s also easy to apply conditional logic. You can select a checkbox and define criteria for when specific questions should appear. In this case, we’ll configure the email field to appear only when the customer’s preferred contact method is email, and apply the same logic for the phone number field.

If you’re building a longer form, you can make it more digestible by adding page breaks, turning it into a multi-step form. Once you’ve added your fields, it’s simple to reorder them by dragging and dropping—without worrying about breaking the form.

You can also customise the form to match your brand by adding images and selecting styles. This can be done using built-in styling tools or by applying your own design system stylesheets, ensuring consistency wherever the form appears.

To encourage higher completion rates, you can allow users to save their progress and return later. This is especially useful for longer forms that require more input. You can also configure confirmation messages and style them as needed.

Once your form is ready, you can publish and share it across multiple channels. You can generate a QR code, share a link via email or LinkedIn, or embed the form directly into your website or third-party platforms using autogenerated code.

In this example, I’ll make the form accessible in two places. First, I’ll add it to the landing page using the content editor, placing it at the bottom of the page so users don’t need to navigate elsewhere. Then, I’ll add the same form to the search interface so users searching for contact information can complete it instantly.

Now, if I search for “contact,” the form appears directly within the search results, making it easy for users to fill it out on the spot.

To demonstrate the workflow, I’ll submit the form. You can see the conditional logic working—when I select a preferred contact method, the relevant fields appear. The file upload field also allows mobile users to take a photo and upload it directly from their device. The payment field is accessible within the same interface, and users can choose to save the form and complete it later via a link or email reminder.

You can turn your forms into efficient digital workflows for approvals, multiple signatures, departmental processes, or submission reviews. Workflows allow different team members to review or complete specific sections of a form.

In this example, the workflow begins with the initial submission, then notifies the relevant department that a customer has requested a call back. Conditional logic ensures the correct team is notified, and a clear call to action guides them on what to do next.

When the team reviews the submission, they can see the form fields in a read-only state, while internal fields are available for updating status or triggering additional workflow steps. This helps streamline processes and improve customer satisfaction by ensuring timely and efficient handling of requests.

Once submissions are collected, all forms and responses are centralised in a dashboard, making them easy to manage. You can also send response data to external systems using Squiz integrations or your own workflow engine.

In this example, form submissions are routed to a CRM like Salesforce, allowing you to manage and nurture customer relationships effectively. Because the Squiz DXP is composable, you can easily integrate with your preferred CRM or third-party platform.

With Squiz Advanced Forms, you can build dynamic, brand-consistent forms quickly—without relying on developers. Workflows ensure each request is routed to the right team, helping improve response times and overall customer satisfaction.

There’s so much more you can do with forms, so if you’d like to learn more, book a call with our team.