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~10 minutes setup

What You'll Need

Prerequisites before starting

Quick Path

Condensed steps for experienced users

Step-by-Step Setup

Complete walkthrough (Steps 1–4)

Quick Checklist

Verify everything is working

Troubleshooting & FAQs

Common issues, answers, and fixes

Introduction

You’ve built your AI agent, written the perfect WhatsApp template, and it just got approved. Now you want to start sending it to real prospects. But how do you actually get their phone numbers and trigger that first outbound message? If you already have traffic flowing from landing pages, email campaigns, Google Ads, or your website — and you’re not ready to dive into the Irelia API or configure third-party automation tools — Irelia Forms is the fastest way to go from “template approved” to “prospects receiving WhatsApp messages.” In about ten minutes, not hours. Irelia Forms lets you create a simple, customizable landing page with a contact form. When a prospect fills in their name and phone number, Irelia automatically sends your WhatsApp template message to them — the first outbound message that kicks off a conversation handled entirely by your AI agent. No webhooks, no Zapier, no Make.com, no code.
Irelia Forms is ideal when your traffic comes from web-based sources like landing pages, email marketing, Google Ads, QR codes, or website CTAs. If you’re running Meta ad campaigns (Facebook or Instagram), the fastest approach is Irelia’s native integration with Meta Instant Forms — which captures leads directly from your ads and triggers WhatsApp messages without needing a landing page at all. Learn how to set up Meta Instant Forms here.
By the end of this guide, you’ll have: ✅ A live landing page with a contact form connected to your WhatsApp template
✅ Full control over the form’s look and feel — headlines, colors, images, and fonts
✅ A shareable URL you can start driving traffic to immediately
✅ The option to embed the form on your own website if you prefer

How This Works

Think of Irelia Forms as a one-click bridge between your web traffic and WhatsApp. Here’s the flow a prospect experiences:
  1. They click a link in your email, ad, website, or social post — and land on your Irelia Form page (or your website with the embedded form)
  2. They type in their name and phone number and hit submit
  3. Irelia instantly sends them your connected WhatsApp template — the first outbound message
  4. Your AI agent picks up the conversation from there, automatically qualifying and assisting the prospect
The key concept: each Irelia Form is linked to exactly one WhatsApp template — a one-to-one relationship. The form doesn’t exist on its own; it lives inside a specific template’s configuration. When someone submits the form, that template is what gets sent. This means if you want different forms for different offers or campaigns, you’ll create separate WhatsApp templates, each with its own Irelia Form.
Template placeholder limit: Irelia Forms supports templates with no placeholders or a single X placeholder. If your template includes a X placeholder, it will be automatically filled with the name the prospect enters in the form. Templates with multiple placeholders (e.g., X and X) are not supported through Irelia Forms — use the API or an automation integration for those.
Multiple sending methods can coexist. Enabling Irelia Forms doesn’t disable other methods. You can have Irelia Forms active for your landing page traffic while also using API automations or Meta Instant Forms for other channels — all triggering the same template.

What You’ll Do

  1. Select Irelia Forms for your approved WhatsApp template (~2 minutes)
  2. Customize your form’s content and style (~5 minutes)
  3. Save and publish your form (~1 minute)
  4. Share your form URL or embed it on your website (~2 minutes)

📋 What You’ll Need

  • An Irelia.ai account with at least one active AI agent Required
  • An approved WhatsApp template with at most one placeholder (X) — learn how to create one here if you don’t have one yet Required
  • Sufficient Irelia credits to send outbound messages (each form submission consumes a credit) Required
  • Your landing page copy ready (headline, sub-headline, button text) Required
  • A logo or image to display on the form Optional
  • Access to your website’s code (only if you want to embed the form on your own site) Optional
No coding required for the basic setup. If you can type into text fields and click a save button, you can do this. Embedding on your website involves pasting one code snippet — and we’ll walk you through that too.

⚡ Quick Path (Experienced Users)

Already comfortable with Irelia? Here’s the condensed version:
  1. Open your approved template → In the “Set up the sending of the WhatsApp template” popup, click the “Irelia Forms” card under “Configure form”
  2. Create the form → Click the “Create your Irelia form” button → A new tab opens with the form editor
  3. Customize → Fill in the “Content” tab (headline, sub-headline, image, button text, footer, thank-you page copy) → Switch to the “Style” tab (background color, button color, typography, font)
  4. Save → Click “Save and update content” and/or “Save and update style”
  5. Distribute → Copy the form URL directly from the editor tab, or go back to the template popup and click “Copy Irelia Form URL” or “Copy the code to insert on your website”
  6. Finalize → Click “I completed the configuration” in the template popup
Need more detail? Continue with the full guide below.

🔧 Step-by-Step Setup

1

Select Irelia Forms as Your Sending Method

~2 minutesBefore you can create an Irelia Form, you need an approved WhatsApp template. If you haven’t created one yet, follow our guide to creating a WhatsApp template first.
  1. In your Irelia dashboard, navigate to your WhatsApp templates
  2. Click on the approved template you want to connect to a form
  3. The “Set up the sending of the WhatsApp template” popup will appear
You’ll see your template details on the left side — template name, approval status, message preview, and the associated AI agent. On the right side, you’ll find the available sending methods.
  1. Scroll down to the “Configure form” section
  2. Click the “Irelia Forms” card
The popup will update to show the “Configure the landing page” screen.
  1. Click the blue “Create your Irelia form” button
A new browser tab will open with the Irelia Forms editor — this is where you’ll customize your form.
2

Customize Your Form

~5 minutesThe form editor opens in a new tab. You’ll see a live preview of your form on the right side, and a settings sidebar on the left with two tabs: “Content” and “Style”.
Every change you make in the sidebar updates the preview in real time, so you’ll always see exactly what your prospects will see.
The editing sidebar is only visible when you’re logged into the Irelia account that owns this form. Anyone else visiting the page URL — like your prospects — will see only the clean landing page with the form.

Customize the content

The “Content” tab controls all the text and media on your form. Here’s what each field does:
FieldWhat It ControlsTips
”Page name”Internal name for this form (for your reference only)Use something descriptive, like “Summer Promo Lead Form"
"Headline text”The large, bold headline at the top of the pageKeep it clear and benefit-focused (e.g., “Get Your Free Consultation”)
“Sub-headline text”Smaller supporting text below the headlineAdd context or reinforce your value proposition
”Image”An optional image displayed on the formUpload your logo, a product photo, or a campaign visual
”Button text”The text on the submit buttonUse action-oriented language (e.g., “Get Started”, “Claim My Spot”)
“Footer text”Text displayed below the formSet expectations about the WhatsApp message they’re about to receive
”Thank-you page headline”Headline shown after successful submissionConfirm the action and tell them what’s coming
”Thank-you page sub-headline”Supporting text on the thank-you pageReinforce that they’ll be contacted on WhatsApp shortly
The footer text is your secret weapon. Use it to create anticipation and reduce friction. Something like: “Once you submit this form, you’ll receive a WhatsApp message from our AI assistant to help you find the perfect solution.” This sets clear expectations so prospects aren’t surprised when the message arrives — and they’re more likely to respond.
Don’t overlook the thank-you page. After submitting, the prospect sees this confirmation screen. Use it to bridge the gap between form and WhatsApp — something like: “Check your WhatsApp! We just sent you a message to get started.” The clearer the instruction, the higher your response rate.

Customize the style

Click the “Style” tab at the top of the sidebar to control the visual appearance of your form:
SettingWhat It Controls
”Background color”The full-page background color
”Button color”The fill color of the submit button
”Headline” — color, size (px), weightTypography for the main headline
”Sub-headline” — color, size (px), weightTypography for the supporting text
”Button text” — color, size (px), weightTypography for the button label
”Footer text” — color, size (px), weightTypography for the footer text
”Font”The font family used across the entire form
Match your brand. Use your brand’s colors for the background and button, and choose a font consistent with your website. If you’re running ads that link to this form, visual consistency builds trust and improves conversion rates.
3

Save and Publish Your Form

~1 minuteOnce you’re happy with your form:
  1. On the “Content” tab, click the “Save and update content” button at the bottom of the sidebar
  2. If you made changes on the “Style” tab, switch to it and click the “Save and update style” button
Your form is now live! The URL in your browser’s address bar is your form’s public URL — you can already start sending people there.
Make sure you save on both tabs if you changed settings on both. Content and style are saved separately.
4

Share Your Form or Embed It on Your Website

~2 minutesYou have two ways to put your form in front of prospects. Pick whichever fits your situation — or use both.

Option A: Use the hosted Irelia Form URL (fastest)

Your form is already live and hosted on irelia.ai. To get the URL:
  • From the editor tab: Copy the URL directly from your browser’s address bar — that’s your public form URL.
  • From the template popup: Switch back to the tab where you started, and click the “Copy Irelia Form URL” button.
Share this URL anywhere you want: email campaigns, Google Ads landing pages, social media posts, QR codes at events, bio links — any web-based channel that drives traffic.Once you’re done, click “I completed the configuration” at the bottom left of the template popup to finalize.
This is the fastest way to test outbound messaging. Share the link, get submissions, and your AI agent starts conversations automatically. No website needed, no technical setup.

Option B: Embed the form on your own website

If you’d rather have the form appear on your own domain — for brand consistency or to capture existing website visitors — you can embed it using a code snippet.
  1. Go back to the template popup tab
  2. Click the “Copy the code to insert on your website” button
  3. Paste this code into a dedicated page on your website (platform-specific instructions below)
  4. Once everything is set up, click “I completed the configuration” at the bottom left
How the embed code works
The embed code is a <script> snippet that creates a full-screen frame (iframe) loading your Irelia Form. When a visitor opens the page, the form covers the entire viewport — it becomes the only thing they see. Here’s a simplified view of what the code looks like:
<script>
    window.onload = function() {
        var iframe = document.createElement('iframe');
        iframe.src = 'https://irelia.ai/form/YOUR-UNIQUE-FORM-ID';
        iframe.style.position = 'fixed';
        iframe.style.width = '100vw';
        iframe.style.height = '100vh';
        // ... additional styling to fill the page
        document.body.appendChild(iframe);
    }
</script>
Because the form takes over the entire page, you should place this code on a dedicated page — one specifically created for the form. Any existing content on that page will be hidden behind the form once it loads.
For any website (direct HTML access)
If you or your developer have direct access to your website’s HTML files:
  1. Create a new, dedicated HTML page for the form (e.g., get-started.html)
  2. Paste the Irelia Form embed code just before the closing </body> tag
  3. Save the file and upload it to your server
  4. Visit the page — you should see your Irelia Form filling the screen
Ask your developer if unsure. Share the embed code with them and say: “I need this on a dedicated page at /get-started (or similar).” They’ll set it up in minutes.
For WordPress (using WPCode — recommended)
Since the embed code is a <script>, the most reliable way to add it in WordPress is through the free WPCode plugin — it handles script injection cleanly without being stripped by WordPress’s content filters.
  1. In your WordPress dashboard, go to “Plugins”“Add New”
  2. Search for WPCode and install “WPCode — Insert Headers and Footers + Custom Code Snippets”
  3. Click “Activate”
  4. In the left sidebar, go to “Code Snippets””+ Add Snippet”
  5. Hover over “Add Your Custom Code (New Snippet)” and click the “Use Snippet” button
  6. Give your snippet a descriptive name (e.g., Irelia Form - Summer Promo)
  7. In the “Code Type” dropdown, select “HTML Snippet”
  8. Paste the full Irelia Form embed code (the entire <script>...</script> block) into the code editor area
  9. Scroll down to the “Insertion” section and configure it to load only on the specific page where you want the form — use WPCode’s page-targeting rules to select your dedicated form page
  10. Toggle the snippet to “Active” and click the “Save Snippet” button
Select “HTML Snippet” as the code type — not “JavaScript Snippet.” The HTML Snippet option correctly handles the full <script> tag as-is. The “JavaScript Snippet” option would wrap your code differently and break it.
Create a dedicated page first. Before setting up the snippet, create a new WordPress page (e.g., “Get Started” or “Book a Consultation”) — you can leave its content empty or minimal. Then in WPCode, target the snippet to load only on that page. Since the form covers the entire viewport, consider using a “Blank” or “Canvas” page template if your theme offers one — this prevents a brief flash of your site’s header before the form appears.
For Wix
  1. Create a new page in your Wix site for the form (e.g., “Get Started”)
  2. Go to your Wix Dashboard“Settings” → scroll to “Advanced”“Custom Code”
  3. Click the ”+ Add Custom Code” button
  4. Paste the full Irelia Form embed code into the code box
  5. Give it a name (e.g., Irelia Lead Form)
  6. Under “Add Code to Pages”, select “Choose specific pages” and pick only your dedicated form page
  7. Under “Place Code in”, select “Body - end”
  8. Click “Apply”
If you don’t see the “Custom Code” option in your Wix settings, you may need a Wix Premium plan. Free Wix plans have limited access to custom code injection.
For other platforms (Squarespace, Shopify, Webflow, etc.)
Every modern platform has a way to add custom code to specific pages. The principle is the same everywhere: create a dedicated page, then inject the embed script on that page only.
  • Squarespace: Create a new page → click the gear icon (Page Settings) → “Advanced” → paste the code in the “Page Header Code Injection” field
  • Shopify: Go to “Online Store”“Pages” → create a new page → use a Custom Liquid section in the page template, or go to “Themes”“Edit Code” and create a dedicated template that includes the embed script
  • Webflow: Create a new page → “Page Settings”“Custom Code” → paste in the “Before </body> tag” field
General rule for any platform: Look for settings labeled “Custom Code,” “Code Injection,” or “Custom Scripts” at the page level. Paste the full <script>...</script> embed code there. Make sure the code is added to a dedicated form page — not site-wide. If you’re unsure, search your platform’s help docs for “add custom JavaScript to a page.”

🎉 Congratulations! Your Irelia Form Is Live!

Here’s what you’ve just set up: ✅ A branded landing page that captures prospect names and phone numbers
✅ An automatic WhatsApp outbound message triggered the instant someone submits
✅ Your AI agent ready to pick up every conversation — zero manual work required
✅ A shareable URL (and optionally, an embedded version on your own website)
Here’s what happens now: Prospect clicks your link → lands on your form → enters their name and phone number → hits submit → Irelia instantly sends your WhatsApp template (the first outbound message) → your AI agent handles the entire conversation → you get qualified leads on autopilot.

What’s Next?

Now that your first Irelia Form is live, here are some natural next steps:
  1. 📢 Drive traffic to your form — Share the URL in your email campaigns, Google Ads, social media bios, QR codes at events, website CTAs, or anywhere your audience already is
  2. 🎨 Create more forms for different campaigns — Each WhatsApp template can have its own Irelia Form with different messaging and styling. Run multiple campaigns simultaneously
  3. 🔗 Add more sending methods for the same template — Irelia Forms handles web traffic beautifully, but you can layer on additional methods for other channels:
    • Running Meta ads? Set up Irelia’s native Meta Instant Forms integration to capture leads directly from Facebook and Instagram ads — no landing page needed
    • Need CRM-triggered messages? Connect Irelia to Zapier, Make.com, or your automation tool of choice via the Irelia API/webhooks
    • All methods work in parallel for the same template — each captures leads from a different channel
  4. 📊 Monitor your results — Keep an eye on your Irelia dashboard to track incoming conversations triggered by form submissions

✅ Quick Checklist

Use this to verify your setup is complete:

Template & Form Setup

  • WhatsApp template created and approved
  • Sufficient Irelia credits available to send outbound messages
  • “Irelia Forms” selected as a sending method in the template popup
  • Irelia Form created via the “Create your Irelia form” button
  • Content customized — headline, sub-headline, button text, footer, thank-you page copy
  • Style customized — colors, font sizes, font family to match your brand
  • Content saved via “Save and update content”
  • Style saved via “Save and update style” (if style was changed)
  • Form URL copied and ready to share — OR — embed code pasted on a dedicated page on your website
  • “I completed the configuration” clicked in the template popup
  • Tested the form by submitting with your own phone number
  • Received the WhatsApp template message on your phone
  • AI agent started the conversation correctly after the template was delivered
All checked? You’re ready to start capturing leads!

🛠️ Troubleshooting & FAQs

How to fix it:Step 1: Check your template status
  • Go back to your template in Irelia and confirm it shows “Approved” — if the template was rejected or is still pending, no message will be sent
Step 2: Check your Irelia credits
  • Each form submission that triggers a WhatsApp message consumes a credit. If your credits are depleted, the form will accept submissions but the message won’t go out. Check your credit balance in your Irelia dashboard and top up if needed
Step 3: Verify the phone number
  • Make sure the phone number was entered with the correct country code (the form includes a country-code selector — double-check it was set correctly)
  • Confirm the phone number has an active WhatsApp account — template messages can only be delivered to WhatsApp users
Step 4: Wait a moment and retry
  • Delivery can occasionally take a few seconds. Wait 30 seconds and check WhatsApp again
  • If still nothing, try submitting the form with a different phone number to isolate the issue
How to fix it:Step 1: Verify the code was pasted correctly
  • Make sure you pasted the complete <script>...</script> block — including both the opening <script> and closing </script> tags
Step 2: Check the code type setting
  • If using WPCode on WordPress, confirm the code type is set to “HTML Snippet” — not “JavaScript Snippet” or “PHP Snippet”
  • If using another platform, make sure the code injection field supports script tags
Step 3: Check for conflicts
  • Some security plugins or content-security policies may block inline scripts. Try disabling security plugins temporarily to test
  • Open your browser’s developer console (right-click → “Inspect”“Console” tab) and look for error messages
No — each WhatsApp template is connected to exactly one Irelia Form (a one-to-one relationship). If you need different forms with different headlines, images, or styles for different campaigns, create separate WhatsApp templates and build a dedicated Irelia Form for each one.
Yes! Sending methods are independent and work in parallel. You can have an Irelia Form capturing leads from your website while Meta Instant Forms captures leads from your Facebook ads and Zapier triggers messages from your CRM — all for the same template, all at the same time.
No. The editing sidebar only appears when you’re logged into the Irelia account that owns the form. To see exactly what your prospects will see, open the form URL in an incognito or private browser window — you’ll see only the clean landing page with the form.
Yes — at any time. Go back to your template’s “Set up the sending of the WhatsApp template” popup, navigate to the Irelia Forms section, and click the “Modify form” button. The editor will open in a new tab. Make your changes, click save, and the updates go live immediately. No need to re-copy the URL or update the embed code.
Solution:
OptionBest ForHow It Works
Hosted URLQuick launch, ad campaigns, email links, social sharing, QR codesProspects visit a page hosted on irelia.ai — no website needed
Embed codeBrand consistency, existing website traffic, custom domainThe form loads inside a full-page frame on your own domain
Both options trigger the exact same WhatsApp template. Choose based on your needs — you can even use both simultaneously.
Solution: It depends on where your traffic comes from:
Traffic SourceBest Method
Landing pages, email, Google Ads, QR codes, website CTAsIrelia Forms
Facebook or Instagram ad campaignsMeta Instant Forms integration
Both web traffic and Meta ads✅ Use both — they work in parallel
Irelia Forms captures leads from any web-based traffic source. Meta Instant Forms captures leads directly inside Facebook and Instagram without the prospect ever leaving the Meta app. If you run both types of campaigns, set up both methods.
Irelia Forms is designed for speed and simplicity. It’s the best choice when you want to:
  • Test outbound WhatsApp messaging quickly without any technical setup
  • Launch a campaign in minutes rather than hours
  • Skip dealing with APIs, webhooks, or third-party automation platforms entirely
If you later need more complex workflows — like triggering messages from your CRM based on custom logic — the API and automation integrations are there for you. But for getting real prospects into real conversations fast, Irelia Forms is the way to go.
Currently, Irelia Forms collects two fields: name and phone number. These are the essential pieces needed to start a WhatsApp conversation. If you need to collect additional information, your AI agent can gather it during the WhatsApp conversation itself — that’s one of its core strengths.

🆘 Need Help?

Irelia.ai Support:
  • Contact support in the WhatsApp priority support group or send an email to info@irelia.ai
  • Include: a screenshot of your form configuration, the template name, your current credit balance, and a description of what you expected vs. what happened