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How to Add a Floating Contact Form Button to Boost Lead Generation

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Sadia Humaira
01-Jan-2026
Reading Time: 8 mins
how floating contact form buttons boosts lead generation

Has any visitor told you that they open your floating chat widget, but hesitate to start a conversation? Why is that?

Some visitors want to reach out but don’t want to start a live chat or contact via any social channels. They prefer contact forms over any other medium of contact. This is because they want privacy, or need to submit detailed queries, or want to make a professional collaboration. Basically, they want a more organized and professional way of communication. 

So when you add a floating contact form button within your chat plugin, you make it even easier for visitors to connect. They feel more encouraged to start a conversation, and that’s what, in the future, boosts conversions. In this post, we’ll show how to add a floating contact us button to your website, and to do that, I’ll be using Bit Assist. So, let’s get started.

What is a Floating Contact Form Button and How Does it Work?

A contact form button simply means that there will be a form button in your website’s floating chat widget. You’ll usually find this widget in the bottom-right corner of a landing page. Whenever someone clicks on the chat button, you’ll find different options for communication, such as WhatsApp, Messenger, or a live chat option. 

Similarly, there you’ll also see a contact form button. The moment a visitor clicks it, a small form pops up directly inside the chat window without redirecting you to any “Contact Us” page. Now, visitors can instantly share their problems or information while exploring your site.

This way, communication becomes easier and faster. Visitors don’t have to search around your site for a form; they can send you their question right when they’re thinking about it.

Benefits of Adding Floating Contact Form Button to Your Website

  • No doubt, conversion becomes easier and smoother. Visitors, instead of searching for a contact us page, address their problems instantly using this contact form chat button. This reduces friction and improves conversion rate.
  • They help gain quality leads. For example, if you have a service-based website, this form button can help you collect customer info for further collaboration. 
  • If your chat agents are offline, the form button can still collect information, so you never lose leads just because no one is available live.
  • It is perfect for those who want to do business inquiries in a structured way.
  • Also, this form button is perfect for running feedback or surveys. In this form, you can easily add fields like rating, feedback, etc, and know what your users think about you. This information will help you improve your products or services.
  • Reduces cart abandonment. Think about it, a customer is about to check out, and at that time, some questions arise in their mind regarding shipping and return systems. So having a contact us button can be a savior for them to clarify their confusion. 
  • Easy Follow-Up. When visitors submit a form through the chat widget, you can instantly push those leads into your CRM or email (e.g. Bit Assist sends custom form data via webhooks to automate follow-up).

User Psychology: Why Visitors Prefer Quick Contact Forms

What do you think could be the psychology behind using a contact form button?

Honestly, I personally lose interest when any business page is too technical to navigate. It kind of builds up a thought that they’re expecting their customers to be technical experts. 

The psychology is clear: When a business makes communication hard, visitors subconsciously assume the brand expects them to be “technical experts”, and trust me, that’s enough to scare many of them away.

Visitors expect a website to be easy to browse, respond quickly, and be ready to help. And we have solid data to support it, like businesses with live chat or contact options can expect a 48% increase in conversions, and 61% of consumers say a fast response influences their decision to engage further.

Now that’s clear why including a floating contact form button in a website is a game-changer. Moreover, it becomes easier for visitors to reach you; they don’t have to wander around. This increases trust. 

And now that you know why it works, let’s move on to how you can add a form button in your chat widget using Bit Assist.

Let’s Add the Floating Contact form Button in your Chat Widget using Bit Assist

Ready to boost customer engagement and collect leads automatically straight from your chat widget? 

Firstly, install your favorite floating contact form plugin. Today I’ll be using Bit Assist, a user-friendly, modern WordPress chat plugin for lead generation. In fact, Bit Apps’ every plugin is extremely easy to set up and use, hands down!

Step 1: Install and Activate Bit Assist Plugin

Go to your WordPress dashboard > Plugins > click on “Add Plugin” > Type Bit Assist in the search bar > then install and activate. Simple! Your plugin is ready now.

install and activate Bit Assist

Step 2: Create a Chat Widget

Head over to your Bit Assist dashboard and click + Add Widget. Give your widget a name, and you’re good to move forward.

create chat widget for your site
create chat widget for your site

Step 3: Add a Contact form Button

Find the widget you just created and click on the three-dot icon → select Edit.

start adding channel to your chat widget

Now, click on the “+ Add channel” button. From the list of available channels, choose the “Custom Contact Form” channel easily. 

 Add channels to your chat widget
select custom contact form channel

After naming the form, choose the button icon. Today, we’ll be creating a Feedback form. Let’s add some required fields. 

To do that, you can see a “Add Field +” button, first hit it. Here, you can see some general and some advanced fields like rating field, feedback field, file field, and more.

So to create a feedback form, first add some basic fields like Name and Email, then add a Feedback and Rating field to know how satisfied customers are with your service. 

do necessary settings and add form fields
make any field required

One interesting fact about it is that you can make any field of your choice required.

Now, you’ll see some amazing fields that will make the contact form button more meaningful and helpful. 

You can edit the “Success Message” along with the “Button text”; everything is in your control. Additionally, you can store form responses in Bit Assist by enabling the “Store Responses” option. 

Then you can send the form entries to the dedicated team after submission; for that, you just need to add their email address. Oh! Before that, don’t forget to configure SMTP, so that the mail doesn’t end up in the spam folder. 

edit button text, success message, send form data to admin mail, add webhook url to send data to other platforms like CRM

Then you can surely see a Webhook field. Well, here you just need to add the Webhook URL of the third-party platform where you want to send the form data.

Moving on, style your custom form! You can adjust form themes and text color to match your brand image. Also, you can hide the widget after office hours using the Business Hours settings.

Once done, hit the Save button. Your contact form button is officially ready!

choose form color and text color
check form responses

Step 4: Customize Your Widget(Optional)

In this section, you can customize the chat widget however you want. Since the contact form button is placed inside the chat plugin, your utmost intention should be to make the widget as visible as possible to the users. 

With the Bit Assist “Customization” feature, you have full control over the design of the chat button. Starting from the widget color to the position, shape, you can change anything and align the widget more with your business. 

customize your chat widget

Step 5: Widget Settings 

This setup is also quite impactful in increasing lead generation. For example, this section of Bit Assist has a Business Hours option. By configuring this option, you can make the widget visible only during office hours. 

configure widget settings , enable business hours

Next, with “Page Filter,” you can make your widget appear on specific pages. With the “Trigger Widget” option, you can decide when your chat plugin will appear on a user’s screen for the first time. Moreover, to attract visitors, you can add a “Call to action” message over the chat button and add animation. All these features are highly responsible for capturing valuable leads. 

apply page filters to make the widget show/hide on specific pages

You can also enable the “Google Analytics” option. To set it up, you may go through Bit Assist’s comprehensive documentation on it. This is crucial if you need data on user behavior, engagement, and traffic analysis.

The next step is crucial for those who wish to use the floating contact form button outside of WordPress. Luckily, with the External Publish feature, it is easier than you think. You can use the chat widget on another domain, like another WordPress, Drupal, Joomla, Wix, Shopify, Squarespace, Weebly, Zoho sites, etc.

Have a look at how elegant and clean the feedback form looks; it simply enhances your website performance and customer engagement.

final look of feedback form widget

The Bottom Line

Lastly, I would conclude by repeating that a floating contact form button is a plus for modern business sites. It is one of the simplest ways to boost lead generation and improve website communication.

What it does is: it removes friction, builds trust, and gives visitors a quick way to reach you without exploring multiple pages. To do that, Bit Assist will be an excellent WordPress chat plugin for lead generation. 

So, if you want to optimize your website and make communication smarter, try the Bit Assist contact form button today!

FAQs

What is a floating contact form button?

It is a button inside a chat widget that opens a form instantly on the same page. This lets visitors send inquiries without redirecting to a separate “Contact Us” page.

How does a floating contact form boost lead generation?

It reduces friction by making it easier for visitors to reach out instantly. This convenience increases user engagement and encourages more form submissions.

Can I use Bit Assist to create a custom contact form?

Yes, Bit Assist allows you to add a customizable contact form to your chat widget. You can easily add fields like name, email, feedback, and ratings.

Can I send form data to my CRM or email automatically?

Yes, Bit Assist has some built-in integrations and webhooks to send form entries to your CRM or email marketing tools instantly. This helps you automate follow-ups and keep your data organized.

Is it possible to use the Bit Assist widget on non-WordPress sites?

Yes, the “External Publish” feature lets you use the widget on platforms like Shopify or Wix. You can easily embed the floating button on any website.

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