New

Credit Checks, Credit Score, Income, and more (X-Ray Finance)
Before a lead books a call, ROASForm can now run a real-time credit check, giving you their credit score, debt-to-income ratio, estimated income, and pre-approval amount using our new product: ROAS X-Ray. All of this happens instantly, behind the scenes, before the booking is confirmed.

You can route high-credit leads to your best closers, set minimum thresholds, or block bookings automatically based on financial signals. It's 100% FCRA compliant.

In Contacts, click a lead's score to see their form score and X-Ray score side by side. X-Ray works with US leads, the plan starts with a 7-day free trial, and checks are paid from your X-Ray wallet.

Where to find it: X-Ray in the sidebar, and the X-Ray tab in the form builder

Connect ROASForm to Claude, ChatGPT or Cursor
Ask your AI app how your forms are doing, or what happened to a lead. It can read your forms, leads and analytics, but it can't change anything.

Where to find it: click your name in the top right corner, then Profile Settings, Connected AI apps

How to connect: Connect ROASForm to Claude, ChatGPT and other AI apps · Manage and disconnect AI apps · Developer guide

Start a form from a template
Browse 20 ready-made forms, preview each one live, and get your own editable copy in one click.

Where to find it: Forms, Templates tab, or New form, Start from a template

Share your forms as templates
Send a link, and anyone can preview your form live and import their own editable copy. Your leads, integrations and tracking are never shared, and you earn 40% lifetime commission on signups through your template.

Where to find it: in the form builder, click Share, then Template

How it works: Share a form as a template · Use a template someone shared with you

Email verification, free while it is in beta
Turn it on for the forms you choose and every email is checked the moment a lead continues. If the address can't receive mail, the lead is asked to fix it before they can go on, so typos, throwaway inboxes and dead domains never become leads. If a lead leaves with an invalid address, they're held back from your CRM.

Where to find it: Settings, Email Verification. You can also switch it per question on any email question in the form builder

Folders for your forms
Group your forms into folders, and put folders inside other folders. Drag a form or folder onto a folder to move it, or tick several and click Move.

Where to find it: Forms, New Folder

Filter by tags and booked calls
Filter Contacts, Submissions and Appointments by the tags your leads picked up and by whether they booked a call. Select all, Delete and Export CSV follow the same filters.

Where to find it: Contacts, Submissions and Appointments

9 new gradient themes
Bolder gradients with stronger text contrast, in every skin.

Where to find it: form builder, Design tab, Gradients

Every URL parameter saved with each lead
With UTM Tracking on, every parameter in the page URL is saved with the lead, along with the full page URL. You still choose which ones go to your CRM.

Where to find it: form builder, Settings, UTM Tracking

Improved

• Personalization can use just the first or last name from a Name question.
• Redirects, Thank You buttons and text links accept text, call and email links (sms:, tel:, mailto:).
• Filter invoices by status in Billing.

Fixed

• Leads marked Failed or Fields dropped can be synced to your CRM again.
• Number and Multi-select fields reach GoHighLevel in the right format.
• Large images no longer push the Continue button off the screen.
• Changing button text on the Contact Card is now allowed.

New

Email verification, free while it is in beta
Turn it on for the forms you choose and every email is checked the moment a lead continues. If the address can't receive mail, the lead is asked to fix it before they can go on, so typos, throwaway inboxes and dead domains never become leads. Shared inboxes like info@ still go through, flagged as role addresses. It is free during the beta, and if that ever changes you will hear from us first.

Where to find it: Settings, Email Verification. Tick the forms that should check emails. You can also switch it per question on any email question in the form builder

Every check, and this month at a glance
See how many addresses were checked this month, and how many came back valid, invalid or as role addresses. Below that, every address your forms checked, with the form it came from and why it got its result. The same address checked again within 30 days reuses the answer instead of checking twice, and records are cleared after 30 days.

Where to find it: Settings, Email Verification

Bad addresses stay out of your CRM
If someone starts a form and leaves, and the address they typed turns out to be invalid, that lead is held back from your CRM instead of being pushed with an address nobody can reach. It shows as Blocked, and hovering tells you why. You will also see the result next to the email answer whenever you open a submission or an appointment.

Where to find it: Submissions and Appointments, open any lead

Folders for your forms
Group your forms into folders, and put folders inside other folders. Each folder shows how many forms and folders are inside it, and the path above the table takes you back up to Home. Search still looks through every folder and shows where each result is. A new form is created in the folder you have open, and a copy stays in the same folder as the original. Deleting a folder deletes everything inside it, forms included, along with their submissions and leads, so you're always asked to confirm first.

Where to find it: Forms, New Folder

Move forms by dragging, one at a time or many at once
Drag a form or folder onto a folder to move it there, or onto a name in the path above the table to move it back up. Hold it over a folder for a moment and the folder opens, so you can drop it further in. To move several at once, tick the forms and folders you want and click Move, or drag one of the ticked rows and everything you ticked comes along. The box at the top of the table ticks everything you're looking at, including forms on other pages. Moving a form never changes its Updated At date.

Where to find it: Forms. Every row also has a Move to folder button, and on a phone or tablet you drag by the handle at the left of the row

Fixed

• Every row on the Forms page is now the same height. Long names and descriptions stay on one line, and hovering shows the full text.

New

Personalization: pipe answers into your forms
Type @ in any headline or description to drop in an answer from an earlier question, so your form can talk back: "Nice to meet you, John". Piped answers carry through to endings and redirect URLs too, and you can set a fallback for skipped questions.

Where to find it: Form builder, type @ while editing any headline or description

Meet SmartSkin, our newest form skin
A fresh new look for your forms, joining the existing four skins. Pick it and every theme, color and font control works just like you'd expect, and you can set the widget size to small, medium or large.

Where to find it: Design tab, Skin selector. The widget size sits in Design, Settings

Rich text styling everywhere
Headlines and descriptions now support bold, italics, per-line alignment and text color, on every skin. We also added 15 new fonts to pick from.

Where to find it: select any text in the form builder

Size your type once, or element by element
A new Base size sets the scale for the whole form from one place, and everything follows it: text, spacing and control sizes. Want only the wording to change? Turn off "Scale elements with base size" and the layout stays exactly where it is. Need one headline bigger than the rest? Override the size of any single element from the toolbar, and set it back to Default whenever you want it following the form again. Every skin, every element.

Where to find it: Design tab, Base size. Per-element sizes live in the toolbar when you select text

40 ready-made themes on every skin
The full theme gallery, including the premium and gradient categories, is now identical across all skins, so switching skins never costs you your look.

Where to find it: Design tab, Themes

Fine-tune colors, and reset whenever you want
Go past the theme and set colors element by element: headlines, descriptions, buttons, inputs and more, each on its own, on every skin. Changed your mind? Reset design puts the form back to a clean slate in one click, and asks you to confirm first so you never lose work by accident.

Where to find it: Design tab, open Advanced inside Colors. Reset design sits in the same tab

Style your choice options
Choice questions can now show numbers or letters instead of plain markers, or hide the marker entirely, with your own badge colors. Existing forms keep exactly the look they have today.

Where to find it: List style in any choice question's settings, with the colors under Design, Colors

Image, Video and Text blocks
Three new blocks you can drop anywhere in a form: an image, a video, or a formatted text block. Handy for explaining an offer or showing proof before you ask the next question.

Where to find it: form builder, add an element, Creatives

Reviews and logo strips
Add social proof right inside your form: a strip of star-rated reviews with avatars, or a row of client logos, shown on questions and endings where you choose.

Where to find it: Design tab, Add-ons

Loading screens, before and during the form
On Solo and Agency plans you can brand the moment before the form appears: your own logo, colors and background, or turn the loading screen off entirely. Separately, on any plan, you can drop a Loading step inside the form that shows a spinner and a message for a few seconds, then moves on by itself. Perfect for "analyzing your answers" moments before a result.

Where to find it: Form settings for the loading screen. For the in-form step, add an element and pick Creatives, Loading

Full screen embeds, and embed settings for split tests
Embedded forms can now expand to true full screen on any device, giving leads a distraction-free view, then return to your page exactly where they left off. You can also hide the scrollbar for a cleaner embed.

Where to find it: Share, Embed settings, on both forms and split tests

Finishing touches on endings
Success endings can now fire confetti, and you can upload your own icon for success, redirect and booking endings.

Where to find it: ending settings in the form builder

Send conversion events to Meta manually
Close a deal offline? You can now fire a Facebook Conversion API event for any lead straight from their contact page: pick the event, the time, and which pixel receives it. We bundle every identifier we have for that contact (emails, phones, IPs and more) for the strongest possible match quality, and every send shows up in your integration logs.

Where to find it: open any contact and hit "Send manual CAPI"

Event details on the confirmation screen too

If you show the Add to Calendar button on the booking confirmation screen instead of redirecting, that button now creates the same complete calendar event as the pasted one.

Where to find it: Ending settings, Show on confirmation screen

Fixed

• Structured addresses now display cleanly in submissions and analytics instead of raw data
• Placeholder text and text selection are now legible on dark themes in the builder
• Long-text questions no longer show desktop keyboard hints on mobile
• Calendar invites no longer leave an empty label behind when a meeting, reschedule or cancel link is unavailable, the line is simply left out
• Add to Calendar invites now include the meeting, reschedule and cancel links by default on newly added buttons

New

Webhooks
Send your form events straight to any URL: Zapier, Make, n8n, or your own backend. Create an endpoint, pick the events you care about, and choose whether it listens to every form or only the ones you select.

There are five events to subscribe to: form submission, form step, completed lead, partial lead, and booked call. Every delivery carries the full picture of that submission, so you get the lead, their answers, tags, UTM data, and the appointment details without a second lookup.

Every delivery is signed with your own secret, so you can verify it really came from ROASForm, and you can rotate that secret whenever you want. Failed deliveries retry on their own with backoff, and the Logs tab shows every attempt with the exact request and response your endpoint returned.

Want to try it before going live? Send test event queues a realistic sample for each event your webhook subscribes to, marked as a sample so your automation knows to skip it.

Full documentation, with payload examples and signature verification in Node.js, Python, PHP, and Ruby, is at developers.roasform.com.

Where to find it: Connect, then Webhooks.

Fixed

• Split test traffic could only be set between 10% and 90%, so there was no way to send every visitor to one form. The slider now goes the full 0 to 100%, so you can hold a variant back, ramp a new one up from zero, or park a losing variant without ending the test. Fixed.

New

Block spam by email, domain, IP, or country
Stop specific people from using your subaccount's forms. Add an email address, an email domain, an IP address or range, or a whole country to your blocked list, and they can no longer open or submit any form in that subaccount. You can add a note to each entry so your team knows why it's there.

There's also a one-switch option to block throwaway email providers like Mailinator and 10minutemail, so people can't submit without a real address.

When spam does get through, block it straight from the submission or the contact. Pick what to block on the spot: their email, their IP, their device, their country, or any combination.

Where to find it: Settings, then Blocked List. To block from a lead, open a submission or contact and use the Block action.

Event notes on the Add to Calendar button, with your own reschedule and cancel links
Decide exactly what your leads see inside the calendar event t hey save. Write your own notes and pull in live details with the Insert menu: any answer from the form, the meeting link, and the reschedule or cancel links for that specific booking.

Those reschedule and cancel links go to your own branded pages, not a generic GoHighLevel or Calendly screen. Same design, same theme, same skin as the form they booked from. Rescheduling shows your live calendar with real availability, both pages confirm the change on screen, and you can edit every headline, message, and button label yourself.

The meeting link or location from GoHighLevel and Calendly is added to the event automatically, so your lead has everything in the invite without opening an email.

Where to find it: in the Form Builder, open your calendar ending, click Add to Calendar Button, and turn on Event notes. Use the preview tabs (Reschedule, Cancel) on the same ending to edit the wording of those pages.

Add to Calendar button on the booking confirmation screen
No redirect needed anymore. Leads can save the call straight from the confirmation screen inside your form, with the same layout, shape, size, and color controls as the pasted button.

Where to find it: in the Form Builder, open your calendar ending, set After booking to "Show a success message", then turn on Show on confirmation screen under Add to Calendar Button.

Fixed

• File upload answers mapped to a GoHighLevel file upload custom field made the whole contact sync fail. Files now upload to the contact properly, and the rest of the sync never breaks because of them. Fixed.
If you map file uploads to custom fields, GoHighLevel needs one new permission. A notice on the GoHighLevel card in Integrations tells you when to reconnect, and nothing disconnects on its own.

New

Add to Calendar button for booked appointments
Let your leads save their booked call with one click. Design the button in ROASForm, copy the snippet, and paste it on your thank you page. Each booking fills in that lead's appointment details automatically, so one snippet works for every booking.

Works with Google Calendar, Apple Calendar, Outlook, Office 365, and Yahoo, and you control the layout, shape, size, and colors to match your page.

Where to find it: in the Form Builder, open your calendar ending, set After booking to "Redirect to URL", and click Add to Calendar Button.

Sign in with Google or Slack
Create your account or sign in with a single click, no password needed. Already have an account? Connect Google or Slack from your Profile Settings under Connected Accounts, and use it to sign in from then on.

Expand or collapse all submission groups at once
When your submissions are grouped, one click now opens or closes every group together instead of one at a time.

Where to find it: on your form's Submissions page, next to the Group button (it appears while grouping is active).

New

Filter submissions by UTM and ad url parameters!
Filter your submissions by the tracking data that arrived with them, like utm_source, utm_campaign, or any other parameter from your ad links.

This lets you see which ads and campaigns are performing, generating leads, and booked called.

Combine multiple conditions and group the results to see exactly which campaigns your leads come from.

Where to find it: on your form's Submissions page, click Filter. Your tracking parameters appear automatically once submissions carry them.

Search integration logs by contact details
Log search now looks inside the data that was actually sent and received. Type an email, phone number, first name, or last name to find every integration log entry for that lead.

Where to find it: In Form Builder, click logs and search.

Fixed

• The cursor jumped to the end while trying to edit the middle digits of a phone number. Fixed.

New

Contact Info card
Show more than one question on a single step, so you can group related fields (like name, email, and phone) onto one page instead of one per screen.
Where to find it: in the form builder, add the "Contact info" element.

Manually qualify your leads
Update a lead's qualification right from the submission view. When you know a lead better than the automatic scoring does, mark them qualified or disqualified yourself. Soon, you’ll be able to manually fire the Meta CAPI too.

Pass booking details into your redirect URL
Add the appointment details (start time, duration, timezone, lead score, qualification status, & more) to your redirect link, so you can pull this data and display it on your thank you page.

For example: Your call is booked On January 10, 5PM EST.

Where to find it: In the form builder, open Settings, then go to the URL Redirects tab, and click Append Booking Data.

Improved

A cleaner, faster calendar
We polished the calendar booking experience for a smoother, better-looking flow when your leads pick a time.

Fixed

• You couldn't remove an owner from a subaccount. Fixed.
• Validation error text is now readable on every theme, and you can set the error color yourself (form design, Colors section, Error).

Import Forms from URL

You can now import your existing forms directly into ROASForm — no more rebuilding from scratch!

Currently supports:
• GoHighLevel Surveys/Forms/Calendars
• Typeform

Just click + New Form → Import from URL, paste your landing page link, and ROASForm will pull in your form fields automatically. This allows you to migrate your existing funnels into ROASForm in seconds instead of manually recreating every question.

Integration logs:
In the Form Builder, we’ve added an additional menu item called Integration Logs.

This lets you see all data flowing out of ROASForm into 3rd party integrations, including Facebook CAPI events, GoHighLevel, and Calendly.


Bulk Delete for Contacts & Submissions

You can now select multiple contacts or submissions and delete them all at once. No more clicking through one by one — clean up your data in seconds.

Meta Pixel & Conversions API Integration Is Here!
You can now add your Meta Pixel ID and Conversions API token directly in ROASForm.

Browser-Side Pixel Tracking
Just paste your Pixel ID in your form's settings and ROASForm can automatically fire Lead, Schedule, and any other tracking events on your public form. Your Meta ad campaigns will start receiving conversion data immediately.

Server-Side Tracking with Conversions API
Add your Conversions API token for server-side event tracking. When a visitor's browser blocks the pixel, ROASForm sends the conversion data directly to Meta from the server — so you never miss a lead.

To get started, log in and go to your form settings!