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Adding and managing contact forms

Learn how to add a form to your website, view submissions, and manage notifications,

ronnel

Written by: Ronnel DG
Last updated: 04 March., 2026

   This article relates to B12's latest version, 3.0 (released Feb. 2026). See this article for help with B12 2.0 contact forms.

Contact forms let visitors send messages directly from your website. By default, the AI Agent creates forms that use B12's native form functionality. When someone submits a form, their information is saved in your B12 Dashboard, and both you and the visitor receive a confirmation email.

Tip: The AI Agent will often include a basic contact form in your initial website draft, even if you didn't request one. If you have specific requirements for your contact form, be sure to include those in your initial website description.

Adding a contact form

You can add a form to any page on your website using the AI Agent. The AI Agent creates forms that work with B12's native form functionality by default, so submissions, notifications, and contact records are automatically connected.

  1. In the AI Agent chat, type a prompt and describe the form you want.

     

    Example prompt:

     Add a contact form with fields for name, email,     and message.

  2. Review the form the AI Agent creates. Ask the AI Agent to adjust any fields or layout as needed.
  3. Test the form to check if you are receiving responses from it.
  4. Click Publish to make your changes live.

Tip: Be specific when describing your form. You can ask the AI Agent to include a phone number field, a dropdown menu, or a specific label for each field.

Editing a contact form

You can edit an existing form at any time by prompting the AI Agent. Use the AI Agent to add or remove fields, change field labels, reorder fields, or update the form's heading or button text.

Adding a form field

When adding a field, include:

  • The field type

  • The field label

  • Any options

  • Whether it’s required

  • Validation or formatting rules (if needed)

Add checkboxes labeled “Services needed” with options: Website design, SEO, Branding, Ongoing support.

Form field types

The following field types are available. Include the field type in your prompt to get the result you want.

Field type Description Prompt examples
Address Multi-part input for a street address 
Add an address field for the visitor's location.
Checkboxes Multiple-choice selection 
Add checkboxes for the visitor to select all services they're interested in.
Date Calendar input for selecting a date 
Add a date field for the visitor's preferred appointment date.
Date and time Calendar and time input combined 
Add a date and time field for the visitor to request a specific meeting time.
Dropdown Single-choice selection from a list of options 
Add a dropdown field asking how the visitor heard about us, with options: Google, Referral, Social Media, Other.
Email Single-line input formatted for email addresses 
Add an email field so we can follow up with the visitor.
File upload Allows visitors to attach a file 
Coming soon
Long text Multi-line input for detailed responses 
Add a long text field for the visitor's message.
Name Single-line input for collecting a visitor’s full name. 
Add a name field with separate inputs for the visitor’s first name and last name.
Number Input that accepts numeric values only 
Add a number field asking how many guests will attend.
Phone number Input formatted for phone numbers 
Add a phone number field with a country dropdown that includes country codes, plus a separate input for the rest of the number that validates the format based on the selected country.
Radio buttons Single-choice selection displayed as visible options 
Add radio buttons asking the visitor's preferred contact method: Phone or Email.
Short text Single-line input for brief answers 
Add a short text field for the visitor's name.
URL Single-line input formatted for web addresses 
Add a URL field asking for the visitor’s website that validates a properly formatted web address.

Removing form fields

Use a direct instruction that clearly identifies the field.

Remove the phone number field from the contact form.
Delete the company name field.
Remove the preferred contact method radio buttons.

Editing field settings

You can modify requirements, order, labels, and validation rules.

  • Making a field required or optional
Make the email field required.
Make the phone number field optional.
  • Changing the field label
Change the label of the short text field to “Company name.”
Rename the message field to “Project details.”
  • Reordering fields
Move the message field to the bottom of the form.
Place the phone number field below the email field. 

Editing form copy

You can update headings, descriptions, and instructional text.

  • Changing the form heading
Change the form heading to “Send us a message.”
Update the form title to “Request a consultation.”
  • Updating button text
Change the submit button text to “Get in touch.”
Update the button label to “Book my appointment.”
  • Editing confirmation messages
Change the success message to “Thanks! We’ll contact you within one business day.”
Update the failure message to “Something went wrong. Please try again.”

What happens when a form is submitted

When a visitor submits a form on your website, B12 handles the following automatically:

  • Invisible reCAPTCHA runs in the background to help filter out spam. Visitors won't see a challenge unless Google's systems flag the submission as suspicious.
  • The submission is saved to Form Submissions in your Dashboard.
  • A new contact is created in the Contact Manager, if you have a Client Engagement seat and the form captures the visitor's email address.
  • Notification emails are sent to both you and the visitor (see Understanding notification emails below).

Note: Invisible reCAPTCHA is included on all B12 contact forms automatically. There is no option to switch to a visible CAPTCHA at this time.

Viewing form submissions

  1. In the left sidebar menu, go to Form Submissions.
  2. Select a submission to view the details, including the submitter's name, email address, and any other information they entered.

Note: If a submission appears as Anonymous, the submitter did not provide a name or email address or these fields were not correctly identified. Anonymous submissions do not generate a contact record in the Contact Manager.

Understanding notification emails

B12 automatically sends notification emails when a form is submitted. 

Two emails are sent with each submission:

  • You (the account admin) receive a copy of the submission at your B12 account email address.
  • The visitor receives a confirmation email only if the form captured their email address. Anonymous submissions do not receive a confirmation.

Note: Your account admin email address will always receive form submission notifications. There is currently no option to remove this address, add recipients, or add a CC.

Current limitations

Keep the following in mind when using contact forms on B12:

  • File uploads are not supported. A file upload field may be created in the editor, but it will not function on your published website.
  • Notification emails cannot be customized. Currently, you cannot change the recipient address, sender name, subject line, or content of the emails B12 sends, but we hope to include this feature soon!
  • Page redirects are not supported. A success message will display on the page, but you cannot redirect your visitor to a different page after submission.

Caution: Do not use contact forms to collect sensitive personal information such as Social Security numbers, passwords, or financial account details. Read more here.

Advanced form options

If you need more flexibility, such as conditional logic, custom automation, or a different visual layout, consider adding a third-party form integration instead.

For instructions, see adding third-party form integrations.