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How To Create A Form

A step-by-step process of how to create a form on Serlzo.

Access Serlzo

Visit Serlzo and navigate to the login page at app.serlzohq.com. If you're new to Serlzo, kindly sign up first.

Create the form

Select Forms from the left-hand navigation menu, then click the Create your first form button.

Enter the form name, description, and select a list for data storage (you'll need a list created beforehand). Optionally enable “Show form name and description on form” to display a title when publishing, then click Create form.

Select a template

Choose from predefined templates — opt-in, webinar, ecommerce, or survey forms — or select Build from scratch for full custom creation. Save the form after picking a template.

Publish and share

After saving, publish the form. From there you can copy the form link, grab the embedding code, and manage publication status from form settings.

Manage form options

Use the three-dot menu beside your form to edit, view submissions, duplicate, adjust settings, or delete it.

In settings you can configure what happens after submission and connect external tools — ad tracking pixels, tags, and APIs — from the Connections page.