Before you start
- A VelBEE workspace, and the settings permission (workspace admins have it).
- Access to the page where the form should appear, or to whoever builds your site.
- About five minutes. Options 1 and 3 need no code at all.
Sign in to your workspace and open Connect in the menu. You need the settings permission, which workspace admins have.
The five steps
Add a source
Press Add a source, choose Website form, and give it a name only you will see, such as “Main website”. You can pick who new leads go to, and what happens when the same person enquires again.
Choose how to show the form
Option 1, our form. Design it in the Form tab (questions, button, colours, a thank-you message, an optional agreement box). Then paste the code shown below where the form should appear.
Option 2, keep your own form. Add the script once, then add the worddata-velbee-attachto your form tag. Visitors submit as usual and a copy comes to VelBEE:…
Option 3, a link or QR code. Share the form page address, or download the QR code from the Connect tab.<script src="https://api.velbee.com/v1/embed/YOUR-SOURCE" async></script> <div data-velbee-form></div>Send a test lead
Open the source and press Send a test lead on the Activity tab. A lead called “Test lead” appears in Leads. Delete it when you like.
Submit your real form
Fill in your own form on the live page. Within a moment the lead appears in your pipeline with its source, and the person who should call is told.
Protect the form
In the source’s Settings, list the website addresses allowed to use it, for example
https://www.yourcompany.com. Leave it empty to allow any site. You can pause the source at any time.
Start simple
Not sure which option to pick? Start with Option 1. It does not touch the form you already have, and you can switch later.
What gets recorded
The person’s name, phone and email, their message, the page they were on, and the campaign they came from (kept for 30 days from the link they clicked). Answers that have no field of their own are saved in the lead’s note, so nothing a visitor typed is lost. Passwords, card details and uploaded files are never sent from a form you attach.
Note
If lead intake is switched off for your workspace, enquiries are held safely and appear under Connections, where you can process them again.
What you will have at the end
- A source in Connect with its own address, form page and QR code.
- Every submission arriving as a lead in your pipeline, with its source and campaign, and the right person told.
- A short list of websites that may use the form, and a switch to pause it at any time.
Troubleshooting
Open the source and look at its Activity tab first. It lists what happened to each submission and why it was refused, without showing anyone’s details.
| What you see | Likely cause | What to do |
|---|---|---|
| Nothing appears in Leads | The website is not on the allowed list, the source is paused, or the form had no phone number or email. | Read the reason on the Activity tab and fix that one thing. |
| “This website is not allowed to use this form” (403) | The page’s address is not in the source’s allowed websites. | In the source’s Settings add the exact address, for example https://www.yourcompany.com, or leave the list empty to allow any site. |
| “Please give a phone number or an email address” (422) | The form sends neither. | Make a phone or email question required on the form. |
| “This form is switched off” (403) | The source is paused. | Resume the source on its page. |
| The form does not show on the page | The script line or the data-velbee-form placeholder is missing, or was changed when pasted. | Paste both lines from Step 2 again, exactly as shown. |
| Enquiries wait under Connections | Lead intake is switched off for your workspace. | Ask a workspace admin to switch it on, then process the held enquiries again. |
| The same person did not make a second lead | A person who already has an open lead gets the new enquiry added to it. | Nothing to fix. This is how repeat enquiries are kept together. |
Questions
Do I need a developer?
Not for Option 1 (our form) or Option 3 (a link or QR code). Option 2 needs one script line and one added word on your form tag, which whoever looks after your site can do in a minute.
Can I connect more than one website or form?
Yes. Add a source for each one. Each has its own address, allowed websites and pause switch.
Are passwords or card details sent to VelBEE?
No. They are never sent from a form you attach. Answers that have no field of their own are kept in the lead’s note.
Not working yet? Tell us where you are stuck.