Does appearance change the information collected?
No. Contact details and Questions control the information. Appearance controls presentation.
Help Center
Choose a lead form layout and appearance
Match the form to your card and choose how much visitors see before they interact.
Use this guide when
You want to match the form to your card and choose how much visitors see before they interact.
Before you start
- Open a card you can edit in the correct workspace. Changes to its form need Save form and Publish before visitors see them.
Steps
- Edit the Lead Form and expand Appearance.
- Choose Open form or Compact card under Presentation.
- For a Guided form, compare Guided steps with Chat thread (beta).
- Use Match my theme or Custom accent and review the Surface style.
- Check the phone preview, then Save form and Publish.
Start with the smallest amount of information you need for a useful reply.
Open or compact
Open form displays the fields immediately. Choose it when collecting leads is the card’s main job. Compact card starts with a headline and button, then opens the form on tap. It can shorten a card containing many other actions.
CTA-first is the compact presentation option, not a different set of questions. Visitors without JavaScript see an open form.
Guided steps or chat
Guided steps presents a focused sequence with progress. Chat thread (beta) presents the same guided questions as chat bubbles with a transcript of the answers. It does not connect visitors to a live person or chatbot.
Chat applies only to Guided forms, which have additional questions or at least four enabled fields. A short Quick form stays quick even if Chat is selected. Both layouts collect the same answers and send them to the same Inbox.
Color and surface
Match my theme follows the card design. Custom accent changes the emphasis used for buttons, progress and focus while the form keeps readable text and inputs.
Native uses subtle separators. Control gives the fields a structured surface. Editorial adds an accent-tinted surface. Reset to theme restores the theme’s intended treatment; check presentation afterward because some themes prefer a compact form.
Good ways to use this
- Choose a clear goal before changing settings.
- Test with fictional information you control.
- Review the result on a phone before sharing.
Common questions
Why does a theme change affect the form?
When the form follows the theme, it inherits that theme’s visual treatment. Preview the form after changing themes.
If something looks wrong
- If controls are unavailable, check your workspace role and card access.
- If the public form looks unchanged, confirm Save form succeeded and publish the latest draft.
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