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Planbrand Forms

Build Any Form Your Business Needs. Lead generation, surveys, support tickets, feedback, or approvals — all made simple.Create branded forms that capture leads, gather feedback, or collect internal approvals — all connected to your built-in Planbrand CRM.

Flexible form fields for every situation

Planbrand Forms give you all the field types you actually need, built in and ready to use. Whether you’re collecting simple contact details or triggering automation behind the scenes, every field has a clear purpose.

You can mix and match fields to fit any use case — from lead capture to support, onboarding, or payments.

  • Text, email, phone number, and long text fields

  • Single select, multi-select, and checkboxes for clear choices

  • File uploads for documents and assets

  • Date picker and URL fields

  • Hidden fields to tag contacts and trigger automations

This gives you full control over what you collect and what happens next — without complexity.

<p><strong>Flexible form fields for every situation</strong></p>

Automatic, personalised emails after every submission

After someone submits a form, Planbrand can automatically send a personalised email — without setting up extra tools. This keeps people informed, reassured, and engaged from the first interaction.

You control the message, tone, and timing.

  • Send automatic emails instantly after form submission

  • Personalise the subject and message for the submitter

  • Confirm receipt, explain next steps, or share information

  • Keep communication clear and professional without manual follow-up

This turns form submissions into a smooth, confident first experience.

<p><strong>Automatic, personalised emails after every submission</strong></p><p></p>

Assign personas at submission to start the right journey

When someone submits a form, you can assign them a persona instantly. That one choice decides which journey they enter, what tasks are created, and how your team should respond.

This removes sorting, tagging, and guesswork after the fact.

  • Choose the persona at form level

  • Automatically place the submitter into the correct journey

  • Trigger the right tasks, stages, and follow-ups

  • Make sure every contact starts in the right pipeline

This is how forms stop being inbox noise and become the first step in a clear, structured journey.

<p><strong>Assign personas at submission to start the right journey</strong></p><p></p>

All of this starts with one form submission

One form submission is enough. From that moment, everything is in motion — no extra setup, no manual steps, no follow-ups to remember.

  • Persona is assigned automatically

  • The full journey is created instantly

  • Tasks are ready, assigned, and timed

  • Nothing is missed or forgotten

This is what zero-setup really means: one action triggers everything.

<p><strong>All of this starts with one form submission</strong></p>

Filter contacts by form. See exactly who did what.

Every form submission is tracked and linked to personas and contacts. This means you can instantly see who came from which form, what they submitted, and what journey they entered — without digging through data.

Everything stays connected and easy to review.

  • Filter contacts by the form they submitted

  • See which persona was assigned from that form

  • Track what actions and journeys were triggered

  • Understand behaviour and intent at a glance

This gives you full visibility from first click to next action, all in one place.

<p><strong>Filter contacts by form. See exactly who did what.</strong></p><p></p>

All your forms, in one place

This is your central forms hub. Every form across all your brands lives here — organised, searchable, and easy to manage. No switching tools, no confusion about which form belongs where.

You can see what’s active, what’s planned, and what’s working at a glance.

  • Manage forms for all brands from one dashboard

  • See form status, submissions, and updates instantly

  • Create new forms in seconds

  • Keep everything structured and easy to find

This keeps form management simple, even as you grow multiple brands.

<p><strong>All your forms, in one place</strong></p>

See every form submission, clearly and instantly

Every time someone submits a form, their answers are saved exactly as entered and linked to the contact. You can open any submission and see all the details in one clean view — no digging, no exports, no confusion.

This makes it easy to understand intent and act fast.

  • View full form submission details in one place

  • See exactly what the person entered, field by field

  • Connect submissions directly to contacts and journeys

  • Review, follow up, or take action with full context

This keeps your data clear, usable, and ready when you need it.

<p><strong>See every form submission, clearly and instantly</strong></p>

If you liked what you saw, start for free

If this feels clear, simple, and powerful, you don’t need a demo to imagine it. You’re already using it right now.

Create your account and start building your own brand in Planbrand — free.

You’ve Already Seen Planbrand in Action

You’ve Already Seen Planbrand in Action

Built in Planbrand

Planbrand Forms — Built to Do More Than Collect Data

Every submission connects, triggers, and grows your brand automatically.

You can build anything your
business needs — from lead capture to surveys, app ovals, and support requests — all styled in your brand design. This section helps you understand how Planbrand Forms connect every part of your workspace and turn answers into action.

FAQ Section
What is Planbrand?
How do I get started?
Is there a free trial available?
Can I collaborate with my team?

FAQ's about Planbrand Forms

What’s the benefit of every website form going straight into my brand’s CRM?

How does Planbrand turn a form into action without manual work?

Do targeted forms actually improve conversion?

Why use Planbrand forms on Planbrand pages and emails instead of separate
tools?

Do forms match my brand?

How do I create one?

What field types are available?

What can Planbrand forms capture?

Can I change the order of fields?

How do targeted forms reduce friction?

Can I share or embed a form?

What happens in CRM after a form is submitted?

Can forms kick off real work?

Do forms help with payments?

Can forms send emails automatically?

What KPIs should I watch?

How do forms help multi-brand workspaces?

How do forms lower tool sprawl and cost?

What are the plan limits for forms?

How do forms shorten sales and support cycles?

More Questions and Answers

What’s the quickest way to lift form conversion?

How do I track source without messy fields?

Can I route different journeys from different forms?

Do you support conditional logic or multi-step forms?

How do I reduce spam before CAPTCHA arrives?

What’s a good success message?

Can I embed forms anywhere?

Any copy tips for higher completion?

Submissions look missing. What do I check?

Form won’t save/publish.

Prefill not working.

Spam spike.

What about data control and exports?

File upload failing.

How many forms do I get?

Can I capture UTM parameters?

Can I track with GA4/Meta pixels?

Do you show views/starts/completions?

Data retention & deletion (GDPR)?

Can I edit a submission?

More Questions and Answers

Where do I see submissions?

Who sends emails on Founder vs Pro?

Will it be responsive?

How do I embed on my website?

Can I auto-assign tasks or Teams from a form?

Can I auto-start a journey when the form is submitted?

Can I tag contacts from a form?

Webhooks / Zapier / Make?

Does a form submission create a Contact?

What happens after a successful submit on the page?

Can I send an auto-reply to the submitter?

Can the auto-reply include a pay link or next step?

Can I collect passwords, card data, or sensitive health info via Forms?

Where do I add admin recipients?

Can I prefill and still hide fields?

Can I prefill via URL parameters manually?

Max upload size and types?

What validation exists?

How do I prefill name/email?

Can I add my own consent/terms tick?

More Questions and Answers

Can I share a form without embedding it?

What do I gain by having forms + CRM + tasks in one platform (no plugins/zaps)?

What tabs do I get?

Form section image

Contact us

Get help with your forms

If something isn’t working as expected, you’re in the right place. Tell us which form you’re using and what’s happening, and our team will look into it and help you fix it as quickly as possible.

Form Related Support Request Form

Form Related Support Request Form

Built in Planbrand

Build beautiful forms that fill your pipeline

Planbrand Forms are designed to look clean and professional while doing real work behind the scenes. Every submission doesn’t just collect data — it feeds directly into your pipeline with structure and intent.

You build once. Planbrand turns it into action.

  • Create clean, on-brand forms with flexible fields

  • Connect forms to personas, products, and journeys

  • Automatically turn submissions into contacts and tasks

  • Fill your pipeline without manual handling

This is how forms become a growth engine, not just a data capture tool.

<p><strong>Build beautiful forms that fill your pipeline</strong></p><p></p>
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Planbrand systemises and automates brand operations, so fast-moving businesses can launch quickly, adapt easily, and scale without operational drag.

PLANBRAND.COM LTD

Company Number: 15574003 - Incorporated on 18 March 2024

8 Clock House Parade, North Circular Road, London, England, N13 6BG

131-133 Upper Richmond Rd, London SW15 2SH
+44 204548 2924
info@planbrand.com

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