> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.swellsystem.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Embeddable Forms Overview

# Embeddable Forms Overview

The Embeddable Forms module allows you to create beautiful, interactive forms that can be embedded on any website. Build complex multi-step forms with conditional logic, integrate with your CRM and support systems, and track performance with detailed analytics.

## Key Features

### Form Builder
- **Visual Drag-and-Drop Editor**: Intuitive interface for building forms
- **30+ Field Types**: Text, email, file upload, signature, payment, and more
- **Multi-Step Forms**: Create multi-page forms with progress indicators
- **Conditional Logic**: Show/hide fields and jump between questions based on answers
- **Real-time Preview**: See your form as users will see it
- **Template Library**: Start from pre-built templates

### Embedding Options
- **JavaScript Widget**: Lightweight embed code (no iframe)
- **Responsive Design**: Auto-adjusts to container size
- **Customizable Themes**: Match your brand colors and fonts
- **Popup/Modal**: Open forms in modal overlays
- **Full-Page**: Standalone form pages with shareable links

### Integrations
- **Create Contact**: Automatically create or update contacts
- **Create Company**: Create or update companies
- **Create Lead**: Convert submissions to leads
- **Create Support Ticket**: Generate tickets from forms
- **Subscribe to Email List**: Add subscribers to email marketing lists
- **Webhook**: Send data to external systems
- **Email Notifications**: Notify team members of new submissions

### Analytics & Reporting
- **Submission Tracking**: View all form submissions
- **Conversion Rates**: Track views, starts, and completions
- **Field Analytics**: See most common answers
- **Time-based Reports**: Analyze performance over time
- **Export Data**: CSV/Excel export of submissions

## Getting Started

### 1. Create Your First Form

1. Navigate to **Forms** in the main menu
2. Click **"New Form"** or **"Create Form"**
3. Enter a name and description
4. Start adding fields using the form builder

### 2. Add Fields

1. Click **"Add Field"** in the form builder
2. Select a field type (text, email, select, etc.)
3. Configure the field:
   - Label and description
   - Validation rules
   - Default values
   - Conditional logic

### 3. Configure Integrations

1. Open **Form Settings**
2. Go to **Integrations** tab
3. Add integrations:
   - Select integration type
   - Map form fields to integration fields
   - Set conditions (optional)

### 4. Publish and Embed

1. Click **"Publish"** when your form is ready
2. Copy the embed code from form settings
3. Paste the code on your website
4. Form is live and ready to collect submissions!

## Use Cases

- **Contact Forms**: Capture inquiries and contact information
- **Client Onboarding**: Multi-step onboarding forms
- **Lead Generation**: Qualify leads with custom questions
- **Support Requests**: Let customers create support tickets
- **Surveys**: Collect feedback and satisfaction ratings
- **Event Registration**: Sign up for events and webinars
- **Quote Requests**: Get service/product quotes
- **Newsletter Signup**: Grow your email list

## Best Practices

1. **Keep Forms Short**: Shorter forms have higher completion rates
2. **Use Conditional Logic**: Show only relevant questions
3. **Test Before Publishing**: Preview and test your form thoroughly
4. **Set Up Integrations**: Automate data entry with integrations
5. **Monitor Analytics**: Track performance and optimize based on data
6. **Mobile-Friendly**: Ensure forms work well on mobile devices
7. **Clear Labels**: Use clear, descriptive field labels

## Next Steps

- [Creating Forms](https://help.swellsystem.com/en/article/creating-forms-9dvwfz/)
- [Field Types](https://help.swellsystem.com/en/article/form-field-types-59j9qt/)
- [Conditional Logic](https://help.swellsystem.com/en/article/conditional-logic-1d7ridq/)
- [Form Integrations](https://help.swellsystem.com/en/article/form-integrations-1ifqhsa/)
- [Embedding Forms](https://help.swellsystem.com/en/article/embedding-forms-rdplod/)
- [Form Analytics](https://help.swellsystem.com/en/article/form-analytics-1ac970p/)