The Ox Gold Help Center

Start Here

To explore all tutorials for creating and managing forms in Ox Gold, scroll to the bottom of this article and click the “Read More” button. This will take you directly to the Forms Help Docs, where you'll find detailed guides for building everything from basic opt-in forms to advanced quote builders.

What You’ll Learn in the Forms Help Docs

The Forms section gives you everything you need to build branded, functional forms that integrate with your contacts, automations, and sales flows. Whether you're generating leads, processing payments, or capturing signatures, the Forms tool is central to your client journey.

Here’s what’s included:

➕ How to Create a Form

Step-by-step instructions for launching a new form from scratch—whether you're gathering contact info, selling products, or signing up new users.

✏️ Rename or Delete a Form

Quick and easy steps to update the name of your form or remove one you no longer need.

📥 Create an Opt-In Form

Learn how to build high-converting lead capture forms with fields like name, email, phone, and custom questions.

💳 Create an Order Form or Quote Builder

Step-by-step instructions for selling products or services directly from your forms using the Purchase option, including advanced quote-building tools.

📁 Where Form Submission Data Goes

Understand how submitted data is stored, how to view and edit responses, and how it's tied to contact profiles.

🔗 Form Links & Embed Options

Get the live form link for standalone use or copy the embed code to place your form on a website page—either in Ox Gold or on an external site.

🧠 Form Field Settings & Conditional Logic

Customize field behavior with settings like required fields, default values, and conditional display logic (simple and advanced versions available).

🖋️ Create Signature Forms & Document Capture

Learn how to build signature-ready forms for agreements, policies, or document sign-offs.

↪️ Redirect After Form Submission

Choose whether to show a message or send users to a specific URL after form completion—great for custom thank-you pages or sales redirection.

🔔 Email Notifications

Set up automatic email alerts for yourself or your team whenever a new form submission is received.

💡 Create an Order Bump

Use advanced customization and styling to offer add-ons or upgrades directly on your order form.

Tips & Troubleshooting

✅ Pro Tip: Use custom forms on booking calendars, product pages, and landing pages to personalize the client experience and collect the exact info you need.

⚠️ Watch Out: If your form isn’t saving or embedding properly, double-check your field settings and make sure you've clicked Save at the top right after every major change.

What to Do Next

After reviewing the Forms Help Docs:

• Open the Forms tool via Contacts → Forms and create a new form.
• Use the Form Builder to drag in fields, set logic, and apply styling.
• Embed the form into a Website, connect it to Automations, or use it inside a Calendar Booker to enhance your entire workflow.

▶️ Scroll to the bottom of this article and click the “Read More” button to go directly to the full Forms Help Docs and start building better forms today.