Platform & Features

Platform & Features


What is Forms?

Forms is one of our most powerful tools and it comes included with every plan. Forms are created on Helios and embedded on your website. When a user completes the Form their contact information is stored on Helios and submissions appear in your inbox as new messages. This allows you to instantly spark meaningful conversation with your hot leads.

Below is a guide on how to set up, embed, and leverage Forms

Getting Started

Step 1: Select Forms from the main menu

Step 2: Select New Form

Form Details

Form Details is the first of three fields you will fill out to complete your Form.

Step 3: Enter the Title of the Form

Welcome to the Form Builder

The left side of the screen is the editing area, where changes can be made to the Form. The right side is the Form preview, which will display what your form looks like.

You will notice that the form preview on the right changes in real time as you update the builder on the left side.

Auto Compliance Note that there is compliant language preloaded into the footer of the form. This ensures that all submitted Forms are already consenting to outreach by your team.

Step 4: Enter the Subtitle

Step 5: Adjust the prefilled fields by toggling them on or off

If you do not want to collect email or name information, it can be turned off here. The form preview on the right will again update in real time

Step 6: Add additional fields by selecting Add Field

If you are content with the preloaded fields feel free to skip this step. Otherwise, select Add field.

The Add Field menu will appear on the right side of the screen.


Text adds a single line text field. You can name the text field whatever you'd like by selecting Label. Additionally, you can add placeholder text which will appear grayed out in the input box until your customer starts typing.

Long text

Long text is similar to text except it allows for multi-line text input. If your respondents are entering a substantial amount of information, Long text is a better option than text. Similar to the other text fields, you can edit the label and placeholder text.


Date will provide a date picker box in your form. Respondents will click the box and select a date from a calendar pop up showing month and date.

Select from List

Select from List puts a topic, such as a question, as the title. Then it produces a drop down menu of your suggested answers for your customers to select.

For example, if someone was requesting a product demo the drop down could say "How soon are you looking to make a change?" The options could include ranges like "this month, this quarter, next year, just browsing." This helps gauge intent without ambiguity. If we simply put a text field, what one user considers "soon" may be different from another. Further, for companies using CRMs, the drop down fields can match deal stages or other customer properties for better funnel awareness.


Checkbox will put a binary input box (true or false) on your form. The label of the checkbox can be edited to your preference. An example would be, "Returning Customer."


Number puts a numeric field in your form. Helios will only allow numeric inputs in this field (letters typed in this field will not show/register).

Edit an additional field

Each additional field will give you the option to edit. For this tutorial we've chosen to add a checkbox.

Step 1: Label your additional field

Step 2: Choose if the additional field is mandatory

Making a field mandatory will place a red asterisk next to the submission field and will prevent the user from submitting the form without completing that field. We’ve made the checkbox mandatory in the example. The checkbox now appears with a red asterisk next to it on the Form preview.

Step 3: Add multiple additional fields

If you'd like to add more additional fields, select the Add field again and repeat this process until all necessary fields are included in your Form.

Remove an Additional Field

Step 1:

Step 2:

Submissions are automatically saved on the Helios platform (more on that later). For now, it’s important to note that submitters will be saved as Contacts. The more information you collect in the form, the more we will be able to store on the contact card for that individual or business. If you are content with the default layout, skip the next three steps.

After Submission

There are three main components to the form builder. After completing the Form details, it’s time to determine the actions that happen after a user submits the Form.

Step 1: To start on this section, select After submission

Step 2: Choose whether the user will receive an SMS message or be redirected to a webpage after submission

Automated SMS replies

For SMS replies, enter the message you would like to auto-send in the provided text box

Redirect to webpage

For website redirects, select Redirect from the toggle menu. Then enter the url of the page you want the user to land on.

Step 3: Add to list

To add a Form submitter to a segment or customer list, open the drop down menu under Add to list(s). Then select the list or segment you want inbound leads to be added to.

Step 4: Choose whether or not you want the submission shown as a message in the contacts conversation

By default, this option will be turned on. Having a copy of the submission in the conversation is good practice, however, it can be turned off by selecting the toggle.


The Form’s appearance is the final step to setting up your Form.

Step 1: Select Appearance

Step 2: Choose a template theme

The Form will be set to Light Theme by default. To use a Dark Theme click on Dark in the Theme selector. The Form Preview will change as you select it (Dark Theme shown below).

Step 3: Choose the button appearance

Select ‘Background color’ to change the color of the button. Choose from one of the preset colors, or input a custom color that matches your brand perfectly. The Form preview will update in real time.

Similarly, the color of the “Submit” text within the button can be changed to a default or custom color by selecting Text color. The Form preview will update in real time.

Step 4: Select Create to save your Form

The Form has been saved.

You will now see your Form whenever you select Forms from the main menu

Embed a Form on your webpage

Step 1: Navigate to the Form

Step 2: Select View

Step 3: Select Embed code

Step 4: Copy the code snippet by selecting the copy button

This snippet is all you will need to have the Form display on your desired webpage. If you need support, our link is provided under the code.

Accessing the Form Dashboard

View button will take you to the performance dashboard for that particular form.

Step 1: Navigate to Form

Step 2: Select View

Step 3: Review performance data on that Form

Here you can see submissions over time and review recent submissions.

Editing a Form

Step 1: Navigate to the Form

Step 2: Select Edit

Step 3: Edit as Necessary and select Update


This concludes our walkthrough of Forms. We hope you are as excited about this feature as we were to build it. As always, feel free to reach out to support any time. The support link will also be available from within the Form builder.