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FORMS: Kickoff Forms

Set up self-service registration forms for contacts to join Unificus and update their information.

What is a Kickoff Form?

Instead of manually entering Targets into your CRM, provide a Kickoff Form where Targets can register themselves on the platform. You can also establish an approval workflow by delaying the Portal Access Invitation until after you’ve reviewed their submission. Existing Targets can use Kickoff Forms to refresh their details. Staff members have the option to complete the form on behalf of a Target if needed.

Learn about the Client/Prospect Approval Process

Kickoff Forms can live within the Portal itself, though they’re typically embedded externally—such as on your website—or shared via a direct link.

Registrants can include an associated Company and designate themselves as the Primary Contact.

Use a Choice Block to customize each Target’s experience based on their selections!

Explore different form types

How do I create a CRM Kickoff Form?

Go to the Forms section and select +Create Form.

You’ll then be able to select Kickoff Forms. You can also click the icon next to +Create Form and pick from the menu.

Now you’re ready to build your Kickoff Form.

Start by naming your Form in the Title field. By default, “Untitled Form” appears here.

Allow the Target to Save Form as Draft

  • You can let end users save incomplete forms as drafts. When enabled, they’ll see a “Save Draft” button alongside “Submit.”
  • Targets can store a partially filled form and return later to complete it. Note: This feature uses browser cookies, so clearing cache or disabling cookies may prevent it from working properly.

Add custom HTML above the Form (Header) or below it (Footer).

Click the relevant arrow to reveal the HTML Content Block.

Insert text, images, and other content as needed.

You can also click the CSS Class block to add custom CSS styling.

Building your Form Fields

Default Form Blocks appear by default. These are required for all Kickoff Forms and can’t be removed, though you can reorder them and rename the fields.

Each Form Field displays icons to help you identify its type.

Learn about Form Field Icons

How do I associate a Contact with a Company?

To add a Company field to your Form, follow these steps:

First, select the Company Name field from the CRM Contact Fields dropdown. This creates the association.

Once added to the list, click the arrow icon to expand the configuration panel.

You’ll find several setup options:

Select a single existing Company and add all Contacts to that Company

  • If every registrant should join the same existing Company, select it from the dropdown. This works well for dedicated Company-specific forms, though it’s less common.

Allow the Contact to freely type in their Company Name

  • Let registrants enter their Company name as open text. The platform won’t display existing Companies (to protect your data from public view) but will try to match typed entries against your current Companies.
  • See the “Company Match” option below to understand how matching works. With this setting, you may create duplicate Companies depending on your Match Value %.

TIP: Adjust the Company Match setting in CRM > Settings > Company Settings to your preference.

Allow open-ended input of Company name

  • This automatically inserts a Company field. When filled in, the system matches the entry to existing Companies, allowing for variations and typos.
  • By default, no new Company is created if no match is found. Create missing Companies manually as needed.

Create Company if no match can be made

  • If a registrant enters a Company name that doesn’t match any in your system, a new Company is created. The registrant becomes its Primary Contact.

Use the Company as the “Target” for any Assignments and/or Automations

  • Enable this so Assignments and Automations target the Company instead of the individual Primary Contact.
  • This means any Circle additions, Invoice Generators, Marketing Audiences, etc. apply to the Company level.
  • When the Primary Contact enters the Portal, they represent the Company.

Prevent this Primary Contact from switching into “Individual Mode”

  • Enable this to lock the Primary Contact into Company Portal view, preventing them from switching to their Individual portal in the Flyout Menu.
  • This only affects Unknown Targets. Existing CRM Contacts aren’t affected; change those via their Profile or Bulk Edit.
  • When enabled, the Primary Contact appears only in the Contact List to prevent accidental Individual-level Automations and Assignments.

IMPORTANT: Don’t create a custom field called “Company”—it won’t work as described. Use the platform’s built-in Company field and the toggle option mentioned above.

Learn more about preventing Primary Contacts from switching to Individual Mode

Custom Fields

Use the dropdown to add Custom Fields to your Form. Any you’ve already created will appear in the list. Click Create Custom Field to build new ones.

The dropdown arrow next to each CRM Custom Field shows available Default and Custom Fields. Project Custom Fields display only Custom Fields (no defaults).

Add more Custom Fields by clicking the + button next to the required type and entering details.

Rearrange fields by clicking the three bars and dragging. Delete a field with the red x icon.

Learn more about Custom Fields

Configure field settings by clicking the arrow.

  • Required: The registrant must complete this field to submit the form.
  • Placeholder: The field accepts any input.
  • Pre-Fill Value: A default value appears in the field.
  • Read Only: The field displays but isn’t editable.
  • Hidden: The field doesn’t appear and can’t be filled in.
  • Subtext: A secondary label—use for descriptions, examples, or helpful context.
  • Selection Actions: Available for Radio Button, Checkbox, and Dropdown fields.

Learn about Form Field Choice Actions

  • CSS Class: Add custom CSS classes to target the field in Custom CSS (separate multiple classes with commas).
  • CSS ID: Add a CSS ID to target in Custom CSS.
  • Field Styling & Layout Classes: Pre-made CSS classes to customize fields without coding.

Field Styling & Layout Classes

Use these classes to control layout and styling. Up to 4 columns per row are possible—mix and match as long as percentages equal 100%.

  • field_first – Required for the first column in a multi-column row.
  • field_half – Takes up 50% of row width.
  • field_third – Takes up 33.3% of row width.
  • field_fourth – Takes up 25% of row width.
  • field_cb – Adds light grey background and padding.
  • field_important – Adds soft red background, red border, and padding.

Usage example: For two fields on one row, give the left field two classes (field_first, field_half) and the right field one class (field_half). Always include field_first for the first field in any row.

How can I use Project Custom Fields?

Select a Project Custom Field from the dropdown or create one by clicking the + button.

Once selected, use the Apply To dropdown to choose which Project receives the Custom Field.

Unknown Target

  • Project Generator – Select the Project Generator. This is the only option for Unknown Targets.

Known Targets

Three options are available:

  • Project Generator – Select from the Project Generator Field.
  • Contact’s most recent Project – Applies the Custom Fields to their latest Project.
  • Project Title Starting with the following – Search and select the relevant Project Generator.

Advanced Blocks

The Advanced Blocks dropdown lets you insert Content Blocks before, after, or between fields.

Learn more about HTML Content, Appointment, Choice, and Signature Blocks in the sections below.

Choice Block: Customize registration based on selections

Insert a Choice Block to let registrants select different paths during signup. Examples include subscription tiers with different pricing or assignments to different Circles with unique content.

On the form, the Choice Block appears as a dropdown menu. What happens next depends on their selection.

Select Choice Block from the Advanced Blocks dropdown.

The Block is automatically added with one Choice by default.

IMPORTANT: Adding a Choice Block removes the “Form Actions” section. Instead, configure actions for each Choice by clicking the gear icon next to it.

Click the icon to set what happens when the registrant chooses this option—similar to configuring a standard Kickoff Form (role, coordinator, Circle assignments, etc.).

Click Add New Choice to add more options.

In practice, “Choice Block” is the field title, and your Choices are the dropdown options.

TIP: If you add an Appointment Block first, you can let each Choice option include appointment scheduling with a specific Appointment Generator.

HTML Blocks: Add custom content to your form

Insert HTML Content Blocks to add text, images, videos, and more. Place them before, after, or between fields—add as many as needed.

Select HTML Content from the Advanced Blocks dropdown.

The Block is automatically added to the list.

Click the icon to expand, then click Edit Content.

A WYSIWYG editor opens. Click the <> icon to switch to HTML view.

You also have Embedded Options: toggle to hide content when embedded or show only for Staff Submit.

Signature Block: Add a signature field

Use a Signature Block in Forms to collect sign-offs on agreements, policies, or authorizations.

Open Advanced Blocks and select Signature Block.

After adding it, click the arrow to customize the text and labels that appear on the form.

You can add multiple Signature Blocks and customize each separately.

Ordering of Form Fields

Reorder fields in two ways:

Click the three lines and drag the field into position:

Or click the Form Field number and enter the correct order number:

Contact Details for “Unknown” Targets

An “Unknown” Target is a new user filling out the Kickoff Form who doesn’t yet exist in your CRM. Once they submit, they’re added.

You must specify how this new Contact enters the CRM.

IMPORTANT: Decide whether to use a Choice Block before configuring this section. If you add a Choice Block, these settings move into each Choice Sub Block.

You must select a Role and Coordinator. Available Assignments/Automation options depend on the Role chosen.

You can also assign a Salesperson.

Learn about Salesperson Visibility

If you set the Role as Prospect or Client, you can choose to Send Portal Access Invitation Immediately.

With a Client role, you can also enable Paid Portal Access (shown below), requiring payment before platform access.

Learn about Paid Portal Access

Contact Details for “Known” Targets

A “Known” Target is an existing user already in your CRM.

You can update their information when they complete this form. Use Kickoff Forms for role changes—convert a Lead to Prospect or Client, or a Prospect to Client.

Update the Contact’s Coordinator or Salesperson assignment here.

You can trigger assignments like Follow-up Generators, Email Marketing Audiences, Project Generators, and more.

For Prospect or Client Known Targets, On-Demand FLOW is also available.

Choose to email the Coordinator when they complete the form. Optionally send Portal Access immediately—skip this if you’re sending the Welcome Email manually or via Automation.

How do I send Email Notifications?

Click the + icon at the form’s bottom to reveal the Send Email Notification option.

Assign the notification to one or multiple Users:

Toggle to send the notification to the Target of the form. When toggled off, select multiple users instead.

Customize the email body and use {X} Placeholders to include specific information like form field data.

Toggle ‘Attach the Form Submission PDF’ to include a copy of the submission.

How do I configure Conditional Logic for Fields?

Conditional Logic creates dynamic forms that change based on user input. Depending on what a Target enters, you can Show or Hide different fields.

All Custom Fields (except File Upload) support Conditional Logic. The Appointment Block can too, allowing it to appear only when certain conditions are met.

While editing, click the icon on the right-side tab to open the Conditional Logic panel and configure your rules.

Learn more about Conditional Logic

How do I change the Welcome Email?

On the right side, click the envelope icon button. This lets you edit the Portal Access Invitation.

Your saved Portal Access Invitation templates remain in Email Templates, but this lets you customize the Welcome Email for this specific Kickoff Form.

Learn more about Email Templates

Edit this template like any other email in Email Templates. Remember: changes here affect only this Kickoff Form, not your global Portal Access Invitation Templates.

How do I switch between Forms?

The top right shows a dropdown titled with your current Form’s name. Click it to switch to a different Form or Form type.

The Link / Embed screen offers two ways to share your Form: Direct Linking (URL or QR Code) or embedding via HTML or Placeholder code.

Direct Linking Options

You’ll see Direct Linking options and Friendly URL settings here.

Configure how you’ll share your Kickoff Form.

  • Direct Link: Copy and share this link anywhere. It’s pre-generated and can’t be edited. A Custom URL, if set, is reflected here.
  • QR Code: Click Display QR Code to open details and download options (PNG or SVG). Customize the QR Code appearance in Platform Branding.

Learn about QR Code Customization

  • Friendly URL: If you have Custom URL set up, create a Friendly URL.

Learn about Friendly URLs

Embed Options

  • Embed Code: Use this HTML code to embed your Form on external sites (like your website).
  • Embed Placeholder: Use this code to embed your Form within the platform (like on a Portal Page).
  • Width: Set the width and height for your embedded Form.

How do I submit a Form for a Target?

Sometimes you’ll need to fill out a Kickoff Form on behalf of a Target—for example, during a phone call. Use Staff Submit for this.

In the Forms ListView, click Options and select Staff Submit.

The Form opens in a new tab for you to fill in. The Target is added to the CRM as if they’d filled it themselves.

How do I view submissions for my CRM Kickoff Form?

While viewing Forms, click Options and select Submissions.

Alternatively, click the Submissions button while editing the Form (top-right corner).

Each submission’s exact date appears here.

View submissions by clicking the row directly or clicking Options and selecting View.

Click Options to view, download as PDF, or delete the submission. (Deleting the submission doesn’t delete the Target.)