> ## Documentation Index
> Fetch the complete documentation index at: https://help.revenuehero.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create a form in RevenueHero?

> Creating a form is simple and easy. This article walks you through each step in detail.

<Warning>
  Note: These forms can only be used along with RevenueHero links/relays and **not** as your webform.
  Click here to understand more about[ mapping your webform](/web-forms/overview).
</Warning>

RevenueHero Forms are automatically attached at the end of your [Campaign Router links](/routers/campaign/create-campaign-router) and as the first step in a [Relay](/routers/relays/create-relays).

<Frame>
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_1.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=e12febf74f4e72f859d2e9b61efcf640" width="2940" height="1668" data-path="images/custom_forms_1.png" />
</Frame>

<Note>
  Every campaign router/relay created in RevenueHero will be associated with a pre-built form.
</Note>

## Create a Form

Here are the steps to create a new form:

1. Click on Forms.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_2.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=ee8dfe9abb2b76f580d05b0fe24a891f" width="2940" height="1670" data-path="images/custom_forms_2.png" />
</Frame>

2. Click on **Create a Form** and enter a name.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_3.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=079941c65163f126666fa4c5f991f1e5" width="2940" height="1668" data-path="images/custom_forms_3.png" />
</Frame>

3. Every form will already have an email and name field mapped.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_4.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=ffc3eabf36eeb1727fe28783b4610409" width="2940" height="1668" data-path="images/custom_forms_4.png" />
</Frame>

4. Add a question.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_5.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=247c7b5a1e56e5d8541ee66f7bd323d7" width="2940" height="1668" data-path="images/custom_forms_5.png" />
</Frame>

5. In this menu, pick a form field from your CRM.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_6.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=a3e7d7d2f10a09781cc9980071775b60" width="2940" height="1666" data-path="images/custom_forms_6.png" />
</Frame>

6. Give the form field a label i.e the text on the form when the prospect accesses it and choose between **Mandatory** and **Optional**.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_7.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=d483b2d437fd356c30d3705826391e39" width="2940" height="1666" data-path="images/custom_forms_7.png" />
</Frame>

7. Add the desired fields and you're good to go!

You can now add this form to your Campaign Router and your Relays.

***

### Additional Settings

1. Click on Settings in the top-right corner.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_15.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=232b7a6138df902a6db0ffa652089685" width="2940" height="1664" data-path="images/custom_forms_15.png" />
</Frame>

2. You can edit the following:

* Customize the submit button text
* Add opt-in/consent collection for notifications.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_16.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=0337a383b48fffbf07df7b82c21eeba1" width="2940" height="1666" data-path="images/custom_forms_16.png" />
</Frame>

***

### Adding a form to a Campaign Router

1. Edit the router under **Campaign**

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_8.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=292423e3c3caaaae59169cfe5a8d2356" width="2940" height="1668" data-path="images/custom_forms_8.png" />
</Frame>

2. Swap out the default form with the one you've edited/created.

<Frame>
  <img src="https://mintcdn.com/revenuehero/KyUwaY3HenFwv4nb/images/custom_forms_9.png?fit=max&auto=format&n=KyUwaY3HenFwv4nb&q=85&s=3b7d44822a449c8363c4ab713a4f3d7a" width="2940" height="1664" data-path="images/custom_forms_9.png" />
</Frame>

3. Save and we're all set!

<Note>
  The additional form fields attached to a campaign router will pass that information back to the CRM. Conditional routing can't be performed based on this information.
</Note>

***

### Adding a form to a Relay

1. Edit the specific router under **Relays**

<Frame>
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_10.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=f14d7c06fb1eed33a81710fb79b59fed" width="2940" height="1668" data-path="images/custom_forms_10.png" />
</Frame>

2. Swap out the default form with the one you've edited/created.

<Frame>
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_11.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=bc27abaff4340776d53a965d9aa506e4" width="2940" height="1670" data-path="images/custom_forms_11.png" />
</Frame>

<Note>
  Conditional routing is possible with the information collected by setting your criteria in a distribution pod.
</Note>

3. Edit your [Distribution Pods](/routers/relays/create-relays#set-up-distribution-pods) and pick the field from **Form Inputs**.

<Frame>
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_12.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=85f2730c2061a794e835db124848261c" width="2940" height="1668" data-path="images/custom_forms_12.png" />
</Frame>

<Warning>
  Ensure that a fallback pod is set in case the information collected doesn't match the conditions set.
</Warning>

4. You're all set.
   Your reps will be able to fill out these form fields while booking a meeting OR your prospects can fill it out if your reps have sent out a relay link.

<Frame caption="Through Relay UI - Rep's experience">
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_13.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=bedaa6d8ec0a3026602e61fa4e3cffda" width="2146" height="1258" data-path="images/custom_forms_13.png" />
</Frame>

<Frame caption="Through Relay links - Prospect experience">
  <img src="https://mintcdn.com/revenuehero/fbhrYeGfLAKa5Rjp/images/custom_forms_14.png?fit=max&auto=format&n=fbhrYeGfLAKa5Rjp&q=85&s=44abec1e93dbc06d6b26053f34dbbb10" width="1558" height="1198" data-path="images/custom_forms_14.png" />
</Frame>
