HoneyBook

How to Set Up Your HoneyBook Contact Form

September 15, 2023

Hey, there! As of March 2023, HoneyBook has rebranded, which means they are updating a lot of terms and phrases we frequently use throughout our blog posts. That doesn’t change anything below; it just means you’ll see some different terminology from us moving forward. For more details, we have a breakdown of the changes in this blog!

On the surface, a contact form may not seem like a big deal. It’s a generic form that typically has a few generic fields that someone fills out to get more information. Pretty generic, right?

Actually, though, your contact form should be anything but generic. It’s one of the primary ways new leads get in touch with your business. It’s how you can nurture leads into clients and customers. It’s a primary way you can grow your business and generate revenue.

Now all of a sudden, your contact form is an incredibly powerful tool, right?

HoneyBook Contact Forms vs. traditional ones

So...why use a HoneyBook Contact Form vs. one you can just build on your website? Because it puts people directly in your leads pipeline!

With traditional contact forms, you’re likely juggling a crowded inbox full of leads you have to manually respond to – some of which might fall through the cracks. Needless to say, it’s not an ideal process.

With HoneyBook Contact Forms, you can streamline, enhance, and even automate your entire leads process – creating a better experience for new leads and your team. Win-win!

How to set up your HoneyBook Contact Form

Setting up your HoneyBook Contact Form is actually really simple to navigate, edit, and update whenever you want. As you make changes, be sure to hit ‘Publish’ each time, so everything saves!

Watch the video below to build your own HoneyBook Contact Form, or get the step-by-step instructions below!

Step 1: Build your form

To make your HoneyBook Contact Form come to life, simply create new fields and then drag and drop them in the order you want. You can choose from:

  • Short text
  • Long text
  • Dropdown
  • Single choice
  • Multiple choice
  • Date selector

As you create your form, make sure you’re asking the right questions to set you – and potential clients – up for success. Think of this contact form as your initial information-gathering session. Ask yourself: What do I need to know about this person or business to have a successful next touchpoint with them?

The more information you arm yourself with, the better you can nurture each new lead!

Step 2: Personalize it

Another amazing feature of HoneyBook Contact Forms? You can customize them! That way, when you add the form to your website (more on that below), it will fit in seamlessly with your existing branding. Within your HoneyBook Contact Form, you can:

  • Add a personalized banner (you can even create it in Canva first!)
  • Change text colors
  • Change input border and background colors
  • Update button text
  • Add images

Step 3: Share it

Once your form is where you want it, it’s time to share it and generate leads! Anytime you create a HoneyBook Contact Form (or any type of HoneyBook Smart File), you can share a unique URL with, well, anyone.

All you have to do is select ‘Get a Direct Link’ on the bottom left of your form, copy it, then start sharing!

Step 4: Embed it

Now comes the exciting part: embedding your new contact form on your website! Since there are so many options for customization, the contact form will end up looking super sleek once it’s embedded. In fact, the contact form on the DaSilva Life website looks like it was custom-built – but it’s actually our HoneyBook Contact Form!

So, how do you embed it? It’s super easy.

When you click ‘PUBLISH’ on your form, the embed code will pop up. From here, all you have to do is copy the code and paste it into your hosting platform.

If you’re unsure how to do that, HoneyBook has you covered with specific instructions for different platforms, like Square, WordPress, and more! All you have to do is select the icon and the instructions will open in a different tab.

Here’s how we do it for Webflow, which is our website hosting platform. It should be somewhat similar to other hosting platforms, but make sure you double-check the instructions for each!

  • Select the page you want to embed your form on.
  • Drag and drop an embed block onto the page.
  • Paste the embed code from HoneyBook.
  • Hit ‘Publish’ and see the changes!

Pro tip: Chances are, the form will look a little weird within your web editor. Don’t let this trip you up! As long as your form is showing up and functioning on your website once you hit publish, you should be good to go.

Other pro tips for your HoneyBook Contact Form

Determine who gets notified when a new lead comes in

If you use HoneyBook Teams, you can determine who gets notified every time a form is submitted. Just navigate to your settings and update the incoming leads recipient – whether that’s you or a team member.

If you have different forms for different types of projects or services, you can have new leads go to different team members!

Send your lead to a custom link after a form is submitted

Also within your settings, you can customize the redirect link once someone successfully submits your contact form. This is where you can set expectations for what happens next, like how long it will take for you to respond, what steps they should take (if any), etc. You can even add your HoneyBook scheduler so users can take immediate action after submitting their form!

Elevate your entire leads process with our Systems School HoneyBook Course!

HoneyBook Contact Forms are just one way you can elevate your entire leads process. So, imagine what you could do with all of HoneyBook’s amazing features! That’s why we have an entire HoneyBook course inside Systems School, designed to help you become a pro and transform your business beyond your leads.

Inside our HoneyBook Course, you’ll get:

  • 50+ On-Demand Video Lessons with step-by-step instructions and hands-on examples
  • 3 Months of Included Community Membership access to get weekly tech support from the DL Team.
  • Workflow Mapping Spreadsheet that makes creating your workflows a breeze with guided examples
  • Bonus Lessons and Advanced Trainings
  • Plug & Play Templates to import into your HoneyBook to implement with ease
  • Lifetime Access and future course updates!

Plus, you will get FULL access to future course updates as HoneyBook continues to add new amazing features, including all the automations, of course!

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