Articles on: Embeddable Forms

Creating Forms

Creating Forms


Learn how to create and configure embeddable forms using the visual form builder.


Form Builder Interface


The form builder provides a drag-and-drop interface for creating forms:


  • Left Panel: Field types and form elements
  • Center Panel: Form preview and field editor
  • Right Panel: Field settings and form configuration


Creating a New Form


Step 1: Start a New Form


  1. Go to Forms → Click "New Form"
  2. Enter form details:
  • Name: Form name (e.g., "Contact Form")
  • Description: Optional description
  1. Click "Create" to start building


Step 2: Add Fields


  1. Click "Add Field" button
  2. Select a field type from the dropdown
  3. The field appears in the form preview
  4. Configure the field (see Field Configuration below)


Step 3: Configure Form Settings


  1. Click "Form Settings" button
  2. Configure:
  • Theme: Light or dark theme
  • Thank You Message: Message shown after submission
  • Redirect URL: Where to redirect after submission
  • Progress Indicator: Show/hide progress bar
  • Allow Back Navigation: Let users go back to previous steps


Step 4: Set Up Integrations


  1. Go to Integrations tab
  2. Click "Add Integration"
  3. Select integration type:
  • Create Contact
  • Create Company
  • Create Lead
  • Create Support Ticket
  • Subscribe to Email List
  • Webhook
  • Email Notification
  1. Map form fields to integration fields
  2. Set conditions (optional)


Step 5: Publish Form


  1. Click "Publish" button
  2. Form is now live and can be embedded
  3. Copy embed code from form settings


Field Configuration


Basic Settings


  • Label: Field label shown to users
  • Description: Help text below the field
  • Required: Mark field as required
  • Placeholder: Placeholder text in input


Validation


  • Required: Field must be filled
  • Email Format: Validate email addresses
  • Phone Format: Validate phone numbers
  • URL Format: Validate URLs
  • Min/Max Length: Character limits
  • Min/Max Value: Number ranges
  • File Size: Maximum file size
  • File Types: Allowed file types


Conditional Logic


  • Show/Hide: Show field based on other field values
  • Jump Logic: Skip to specific questions
  • Field Dependencies: Enable/disable based on other fields


Multi-Step Forms


Creating Steps


  1. Click "Add Step" button
  2. Enter step title and description
  3. Add fields to the step
  4. Configure step settings:
  • Progress indicator
  • Transition animation
  • Step validation


Step Navigation


  • Next Button: Move to next step
  • Previous Button: Go back (if enabled)
  • Progress Bar: Visual progress indicator
  • Step Counter: "Step 1 of 5" display


Form Templates


Using Templates


  1. Click "Templates" in form builder
  2. Browse available templates
  3. Select a template to use as starting point
  4. Customize fields and settings


Template Categories


  • Contact Forms
  • Lead Generation
  • Surveys
  • Event Registration
  • Support Requests
  • Onboarding Forms


Saving and Publishing


Save as Draft


  • Click "Save" to save without publishing
  • Form remains in draft status
  • Can be edited and tested


Publish Form


  • Click "Publish" when ready
  • Form becomes publicly accessible
  • Embed code is generated
  • Form starts collecting submissions


Unpublish Form


  • Click "Unpublish" to stop collecting submissions
  • Existing submissions remain accessible
  • Form can be republished later


Duplicating Forms


  1. Go to Forms list
  2. Click "Duplicate" on a form
  3. New form is created with same structure
  4. Customize as needed


Best Practices


  1. Start Simple: Begin with basic fields, add complexity later
  2. Test Thoroughly: Preview and test before publishing
  3. Use Conditional Logic: Reduce form length with smart questions
  4. Set Up Integrations: Automate data entry
  5. Mobile Testing: Test on mobile devices
  6. Clear Labels: Use descriptive field labels
  7. Progress Indicators: Show progress for long forms


Troubleshooting


Form Not Saving

  • Check internet connection
  • Ensure all required fields are filled
  • Try refreshing the page


Fields Not Appearing

  • Check field visibility settings
  • Verify conditional logic rules
  • Ensure field is active


Integration Not Working

  • Verify field mapping is correct
  • Check integration conditions
  • Review integration logs

Updated on: 10/03/2026

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