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How to Collect Contact Information via Forms?

MsgBox provides multiple flexible ways to deploy forms. You can share them as standalone marketing links or insert them in real-time while communicating with customers.

1. Proactive Sharing: As a Standalone Lead Entry​

Suitable for social media bios, website buttons, SMS broadcasts, or offline marketing materials.

  1. Enter Form Settings Go to Settings > Channels > Forms. Enter form channel settings

  2. Select Target Form Click on the form you wish to use from the list. Select form

  3. Publish Form Click "Publish Information" in the top right corner of the page. Click publish information

  4. Get Promotion Methods

    • Public Link: Copy the link to send to customers, or download the QR code to print on promotional materials.
    • API Push: If you need to sync data to third-party applications (such as Xiaohongshu JuGuang Platform), obtain the API interface here. Get link and API

2. Interactive Collection: Inserting Forms in Conversations​

Suitable for scenarios where customer service agents need customers to provide detailed information (such as after-sales applications or product interest surveys) during a dialogue.

  1. Select Feature Entry In the Inbox conversation toolbar, click "Insert" and select "Form". Insert form in inbox

  2. Select Form Check the corresponding form from the list. A preview window will pop up for you to verify the fields. Select and preview form

  3. Send Link Click "Confirm" after verification. The form will appear in the input box as a card link. Click the "Send" button to deliver it to the contact. Confirm and send form

Efficiency Tip

When a contact submits information via a form you sent, if you have enabled Sync Form to Contact settings, the system will automatically update the customer's profile without requiring manual entry.

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