For a full list of available field types, see Form field types.
Open the forms list
Click Engage in the sidebar to see all your forms. Each form shows its name, current status (Draft, Published, or Archived), and a link to its submissions.
Create a form
- Click New Form.
- A new draft form opens in the form builder.
Add and configure fields
To add a field: Drag a field type from the left palette onto the canvas. It is added at the bottom, or between existing fields if you drop it there.
To configure a field: Click a field on the canvas to open its properties panel. You can set:
- Label — the question or prompt shown to the user
- Required — whether the field must be filled before submitting
- Placeholder — hint text shown inside the input
- CRM mapping — which contact, touchpoint, or payment field this answer maps to
To reorder fields: Drag a field up or down on the canvas.
To delete a field: Click the delete icon on the field.
Customise the form’s appearance
Click the Theme tab in the centre panel to adjust:
- Primary colour
- Background colour
- Font family
- Border radius
- Logo URL
- Custom CSS
Changes appear immediately in the live preview on the right.
Set post-submission behaviour
Click the Settings tab in the centre panel to choose what happens after someone submits the form:
- Show a message — display a thank-you or confirmation message
- Redirect to a URL — send the user to another page
Save and publish
- Click Save draft to save your changes without making the form public.
- Click Publish to make the form publicly accessible. A published form can be embedded on your website.
Once published, click Embed in the form builder to copy the HTML snippet you paste into your website.
Archive a form
Click Archive (only available on published forms) to take a form offline. Archived forms no longer accept new submissions. They remain visible in the forms list and their existing submissions are preserved.