Chatavise lead forms help you collect contact information, grow SMS subscribers, and trigger automated follow-ups — whether you embed the form directly on your website or use it as a standalone link.

This guide walks you through the best installation path based on the website builder you’re using.

Create Your Lead Form in Chatavise

Before installing a form on your website, you must first create it in Chatavise.

  1. Log into Chatavise and navigate to Marketing > Lead Forms.

  2. Click Add New Form.

  3. Enter a name for your form.

  4. Select the business profile (location) the form should belong to.

  5. Configure the form fields, opt-in messaging, and styling.

  6. Save the form.

Once saved, Chatavise will generate an embed code and a standalone link for the form.


Option 1: Install the Form on a WordPress Website

If your website is built on WordPress, follow these steps:

  1. Open your WordPress dashboard.

  2. Edit the page where you want the form to appear.

  3. Add a Custom HTML block (or use your page builder’s HTML widget).

  4. Paste the Chatavise form embed code into the block.

  5. Save and publish the page.

Your Chatavise lead form will now display directly on your WordPress site.

Related article:
https://help.chatavise.com/a/solutions/articles/72000645397

Option 2: Install the Form on Other Website Builders

For website builders such as Wix, Squarespace, Webflow, Shopify, or custom HTML sites:

  1. Copy the form embed code from Chatavise.

  2. Open your website editor.

  3. Add an HTML Embed, Code Block, or Custom Code section.

  4. Paste the Chatavise embed code into that section.

  5. Save and publish your changes.

Most website builders support custom HTML blocks, making installation quick and flexible.

Related article:
https://help.chatavise.com/a/solutions/articles/72000645399

Option 3: Use a Standalone Form Link (Optional)

If embedding a form isn’t ideal, Chatavise also provides a shareable standalone link for every lead form.

You can use this link to:

  • Send via SMS or email

  • Share on social media

  • Add to ads or QR codes

When someone clicks the link, they can complete the form without visiting your website.

Step 5: Connect the Form to Automations (Recommended)

Every lead form can automatically trigger workflows in Chatavise.

You can:

  • Send instant follow-up text messages

  • Apply tags to new leads

  • Assign contacts to team members

  • Start multi-step SMS sequences

Workflows help ensure every form submission is followed up quickly and consistently.

Installation Summary

  1. Create your lead form in Chatavise

  2. Choose how you want to install it (embedded or standalone link)

  3. Paste the embed code into your website builder

  4. Publish your changes

  5. Attach automations to maximize follow-up and conversions

If you have any questions, click the Help button in Chatavise to search articles or contact the support team directly.