Skip to main content

Public People form

When enabled, visitors can submit a contact form at /people/add. Submissions create or update People records for your team to follow up.

Enable the form​

  1. Turn on People Followup under Add-Ons.
  2. Enable the public People add option in Global Settings.
  3. Share the /people/add link on your website or welcome materials.

After someone submits​

  1. Find them under Admin → People.
  2. Complete first follow-up checklist items.
  3. Enroll them in a sequence if that matches your process.

People can also unsubscribe from People emails via signed unsubscribe links when those are sent.

Claiming at signup​

During registration, visitors may be offered a path to claim an existing People profile with OTP verification so CRM history stays connected to their new account.