Jetpack Contact Forms

Jetpack CRM comes with a lead generation form. While it’s not possible to add fields to the default Jetpack CRM lead generation form, you can use a custom Jetpack Form instead.

First, you’ll want to make sure the Jetpack plugin is installed, activated, and connected to your WordPress.com account.

Next, activate the Jetpack Forms module within Jetpack CRM.

  1. In the WP Admin dashboard, go to CRM Settings → Extensions.
  2. Click the Core Extensions tab at the top right.
  3. Enable the Jetpack Forms core extension.

Classic Editor

Add a Jetpack Form into any page or post. That’s it!

Adding custom fields

If you’ve created custom fields in Jetpack CRM, you can include those custom fields in your Jetpack form.

  1. Add the desired field into the Jetpack form.
  2. If you’re not there already, click the Text tab to view the form shortcode.
  3. Locate the contact field shortcode for the custom field. It should look something like this: [contact-field label="Custom Field" type="text" /]
  4. Add id="jetpackcrm-custom-field" into the contact field shortcode, replacing custom-field with the actual slug of the custom field you want to use. So the above example would change to this: [contact-field id="jetpackcrm-custom-field" label="Custom Field" type="text" /]

WordPress (Block) Editor

Add a Jetpack Form block into any page or post.

While the Jetpack Form block is selected, make sure Jetpack CRM integration is enabled in the block settings.

Adding custom fields

If you’ve created custom fields in Jetpack CRM, you can include those custom fields in your Jetpack form.

  1. Add the desired field into the Jetpack form.
  2. With that field selected in the form, open the Advanced section of the form block settings.
  3. Enter jetpackcrm-custom-field into the Unique CSS ID field, replacing custom-field with the actual slug of the custom field you want to use.
Updated on September 23, 2020

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