Forms, Lead Delivery, and Spam Protection

Step 1: Create the Form
Open Help4 Forms and create the form record first. Give it a clear internal name so editors can choose the correct form later without guessing.

Step 2: Place It on the Page
In Studio, insert the Form widget and select the saved form. Keep labels visible, mark required fields accurately, and use fields that match the actual follow-up workflow.

Step 3: Configure Delivery
Set the recipient, reply behavior, confirmation message, consent text, retention, and spam controls. Do not assume a form works merely because it looks correct.

Step 4: Submit a Real Test
Publish to the approved test page and submit from desktop and mobile. Confirm validation, success messaging, stored submission, notification delivery, and the reply path end to end.
