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Knowledge/Lead forms

Add questions and verification

Mix short answers, choices, and OTP checks so the list you capture is real people, not fake emails.

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OTP is on. Visitors confirm the code before submit counts as a lead.

After submit, send the β€œHere’s your guide” email automation.

How this looks in SuperYou

How to

  1. 1In the form wizard, open the questions step.
  2. 2Add the fields you need: name, email, phone, multiple choice, and others from the type list.
  3. 3Mark required fields. Optional fields belong below the must-haves.
  4. 4For email or phone, turn on OTP verification (email, SMS, or WhatsApp where offered) if you need confirmed contacts.
  5. 5Use help text under a question when the answer format is easy to get wrong.

OTP questions

Phone OTP can send SMS or WhatsApp depending on the question settings. Email OTP sends a code to the address they typed. People cannot submit until the code checks out.

Do not OTP every field. Verify email or phone, then ask the rest in plain questions.

Preview the public form before you publish β€” especially OTP screens.

Related articles

  • Create a lead form
    Lead forms collect names, emails, and answers. Publish one, then add it to your SuperYou page.
  • Email automation after submit
    Send a confirmation or a resource as soon as someone finishes the form.
  • View and export leads
    See submissions per form, export them, and find the same people later in Audience.

Need more help?

Email the SuperYou team, or send a note from the contact form. We can walk through Auto DM, forms, or your page setup.

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