--- title: Forms & Funnels sidebarTitle: Introduction description: >- Collect sign-ups, intake answers, applications, waivers and feedback, and turn a form into a funnel that takes someone from a free download to a paid offering. audience: luminary feature: forms type: introduction availability: live last_verified: '2026-10-13' keywords: - forms - funnels - lead form - custom form - intake form - sign-up form - typeform - opt-in url: 'https://help.bringsoul.life/luminaries/audience/forms' --- # Forms & Funnels > Collect sign-ups, intake answers, applications, waivers and feedback, and turn a form into a funnel that takes someone from a free download to a paid offering. [Audience → Forms & Funnels](https://portal.bringsoul.life/forms): _"Gather information from your community."_ A form is a page of questions with its own link. Every submission is saved on the form, and the person behind it joins your audience so you can follow up. Put a form behind a free download, a button on your portal, a landing page or an offering, and it becomes the first step of a funnel. ## Two types of form You choose the type when you create the form. It can't be changed afterwards, so pick the one that matches the job. | | Lead Form | Custom Form | | ------------------------------------------ | ----------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- | | In the dashboard | _"Lead forms collect contact information from your community"_ | _"Custom forms allow you to create questions and gather custom responses"_ | | Questions | Fixed: First Name, Last Name, Email address and Phone Number, all required. You can't add more. | Your own questions, in any order, after a contact block you set to Required, Optional or Anonymous | | Submissions are called | Leads | Responses | | Free download (Landing Page tab) | Yes | No | | Automatic email after submission | Only the free-download email | Any email you write, from the Automation tab | | Can be required before booking or buying | No | Yes | | Behind a Get updates button on your portal | Yes | No | | Its own audience in announcements | Yes: _"Leads from [form] form"_ | No | | Use it for | Newsletter, launch list, freebie sign-ups, "keep me posted" | Intake, applications, consent and waivers, surveys, feedback | **Tip:** Not sure? If all you need is someone's name and email, use a Lead Form. If you need to ask anything else, use a Custom Form. ## What a funnel is in Soul A funnel is the path someone takes from first hearing about you to becoming a client. Soul doesn't have a separate funnel builder. You build one by connecting pieces you already have: 1. A way in: a link in your bio, an [AutoDM](https://help.bringsoul.life/luminaries/audience/autodm) reply, a [landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/introduction), or a Get updates button on your portal. 2. A reason to sign up: a free guide or meditation attached to a lead form, delivered the moment they submit. 3. A record of who they are: every submission lands on the form and in [Audience → People](https://portal.bringsoul.life/audience/people). 4. A follow-up: an [announcement](https://help.bringsoul.life/luminaries/audience/announcements) to _"Leads from [form] form"_, or an automatic email from a custom form. 5. The next step: a session, event, course or membership, with a custom form required before they book or buy if you need one. See [Plan a funnel from first visit to first booking](https://help.bringsoul.life/luminaries/audience/forms/plan-a-funnel) for a worked example. ## When to use forms vs other tools | If you want… | Use | | --------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | | Emails in exchange for a free guide | A [lead form with a free download](https://help.bringsoul.life/luminaries/audience/build-a-lead-funnel) | | A sign-up button on your portal | A lead form behind a [Get updates button](https://help.bringsoul.life/luminaries/audience/capture-leads-from-your-portal) | | Questions before a session, event, purchase or membership | A [custom form required before that offering](https://help.bringsoul.life/luminaries/audience/build-an-intake-form) | | A signed waiver or consent | A [custom form with a Signature or consent question](https://help.bringsoul.life/luminaries/audience/forms/collect-a-waiver-or-consent) | | Honest feedback after a program | An [anonymous custom form](https://help.bringsoul.life/luminaries/audience/forms/run-a-feedback-survey) | | A free download that unlocks on the item's own page | A [Content Library lead magnet](https://help.bringsoul.life/luminaries/offerings/content-library/give-away-a-free-lead-magnet) | | A designed sales page with a form on it | A [landing page](https://help.bringsoul.life/luminaries/audience/landing-pages/introduction) with your form embedded | | Open discussion with members | Your [community](https://help.bringsoul.life/luminaries/community/introduction) | ## Where it lives [Audience → Forms & Funnels](https://portal.bringsoul.life/forms) lists every form with a Lead or Custom pill and the date it was created. Search the list, or filter it with All, Lead and Custom (each shows a count). Each row has a share button that copies the form's link, and a ⋯ menu with Edit, Copy Link and Delete. Click a form to open it. The header shows its title and description, with: - ⋯: Edit title & description, and Delete. - Preview: opens the live form in a new tab. - Share: copies the form's link. Then the tabs: | Tab | What you do there | | ------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | Questions | Lead forms: see the four fixed fields. Custom forms: set the contact requirement, then add, edit, duplicate, delete and drag questions into order. | | Leads (lead forms) | Everyone who signed up. Add Lead, edit or delete a lead, open one to add a Creator Note, Download as CSV. | | Responses (custom forms) | Every submission. Search, See Answers, Schedule a 1:1 session, delete, Export Responses. | | Landing Page (lead forms) | Turn the form page into an opt-in page with a headline, image and a free download. | | Automation (custom forms) | _"Automate actions after someone submits this form."_ Send them an email. | ## Guides - [Create and manage forms](https://help.bringsoul.life/luminaries/audience/forms/create-and-manage-forms): Create, rename, preview, share and delete forms. - [Question types](https://help.bringsoul.life/luminaries/audience/forms/question-types): Every question type, and what respondents see. - [Leads and responses](https://help.bringsoul.life/luminaries/audience/forms/leads-and-responses): Read, export and follow up on submissions. - [Share and embed a form](https://help.bringsoul.life/luminaries/audience/forms/share-and-embed-a-form): Every place a form can appear. - [Plan a funnel](https://help.bringsoul.life/luminaries/audience/forms/plan-a-funnel): From first visit to first booking. - [Build a lead funnel with a freebie](https://help.bringsoul.life/luminaries/audience/build-a-lead-funnel): An opt-in page that delivers a free download. - [Capture leads from your portal](https://help.bringsoul.life/luminaries/audience/capture-leads-from-your-portal): Add a Get updates button. - [Build an intake or application form](https://help.bringsoul.life/luminaries/audience/build-an-intake-form): Ask questions before someone books, buys or subscribes. - [Collect a waiver or consent](https://help.bringsoul.life/luminaries/audience/forms/collect-a-waiver-or-consent): Terms, a required "Yes" and a signature. - [Run a feedback survey](https://help.bringsoul.life/luminaries/audience/forms/run-a-feedback-survey): Ratings and honest answers, anonymous if you like. - [Follow up automatically](https://help.bringsoul.life/luminaries/audience/forms/follow-up-automatically): Emails that go out when someone submits. ## Limits and good-to-knows - The form type is fixed once created. To switch, create a new form of the other type. - No file or photo uploads. Ask for a link instead (Google Drive, Dropbox, an Instagram post). - No logic or branching: everyone sees every question, in order. - You can't change the thank-you message or send people to another page after they submit. - One form per offering. Attaching a new form to an offering replaces the old one. - Only custom forms can be required before checkout or booking. - Soul doesn't email you for each new submission. Check the Leads or Responses tab, or [Audience → People](https://portal.bringsoul.life/audience/people). - Deleting a form can't be undone. Download its leads or responses first. - Test every form yourself before you share it. If it can't be submitted, you lose those sign-ups. **Tip:** You can also ask [Soul AI](https://help.bringsoul.life/luminaries/soul-ai) to build a form: describe what you want to ask and it drafts the questions for you to approve. ## Related - [People](https://help.bringsoul.life/luminaries/audience/people): where everyone who submits ends up. - [Landing Pages](https://help.bringsoul.life/luminaries/audience/landing-pages/introduction): designed pages that can embed your forms. - [Automations](https://help.bringsoul.life/luminaries/settings/automations)