Managing Forms

The Forms section lets you build custom forms, embed them on your website or app, collect responses, and review submissions — all from one place. From the left sidebar, click Forms to open the forms list.

The Forms List

The Forms page displays all your forms as cards. Each card shows:

• A form icon
• The form title and optional description
• A submissions badge showing how many responses have been collected — click it to open the submissions view for that form
• Edit, Duplicate, and Delete action buttons

Use the search bar at the top to filter forms by title. Click × to clear the search.

Creating a Form

Click New to open the full-screen form builder.

Form Details

Building the Form

The form builder has two sections: a field library on the left and a canvas on the right.

Adding Fields

Drag any field type from the left panel onto the canvas, or drop it between existing fields to insert it at a specific position. Ten field types are available:

Configuring a Field

Click the expand arrow on any field card to open its settings:

Common settings (all field types)

Text Area — additional setting

• Lines — set how many rows the text area displays (2–12 lines).

Checkboxes, Single Choice, Dropdown — Options

Click Add Option to add choices. Each option has an editable label and a delete button. Add as many options as you need.

File Upload — additional settings

• Allowed Extensions — restrict which file types are accepted (e.g., pdf, docx, jpg). Add an extension and press Add. Leave empty to accept any file type.
• Max File Size (MB) — set an upper limit from 0.1 to 20 MB. Leave blank to disable the size limit.

Conditional Logic

Any field can be set to show or hide based on answers to other fields. Expand a field and scroll to Conditional logic to set this up.

• Select whether Any or All of your conditions must match before the field is shown.
• Add a condition: choose the source field (a checkbox, radio, or dropdown field), then choose which option triggers the visibility.
• Add as many conditions as needed. Click the delete button on any condition to remove it.

Fields with no conditions are always visible. Fields whose conditions are not met are hidden from the respondent.

Reordering Fields

Drag the handle on the left side of any field card to reorder it within the canvas. The count chip in the canvas header updates as you add or remove fields.

Web Layout

Below the field canvas, the Web Form Layout section lets you arrange your fields into a multi-column grid for the desktop, tablet, and mobile versions of the form. Use the breakpoint toggles to switch between views, adjust column counts per row, and drag fields into the layout positions you want.

Click Submit to save the form.

Duplicating a Form

Click the duplicate icon on any form card to create an exact copy of the form, including all fields, settings, and options. The copy is named with the original title and opens ready to edit. This is useful when you need multiple similar forms without rebuilding from scratch.

Editing a Form

Click the pencil icon on any form card to reopen the form builder with all existing fields and settings pre-loaded. Make your changes and click Update to save.

Deleting a Form

Click the trash icon on any form card. A confirmation dialog appears before anything is permanently removed.

Embedding a Form on Your Site

Forms are added to your website or app through the Form Widget in the page editor. When configuring the widget, the following options are available:

Display options

• Show field icons — display icons alongside field labels (choose Start or End position)
• Show asterisk for required fields — adds a * to required field labels
• Hide field labels — shows placeholder text only, no labels
• Show clear button — adds a button to reset all fields
• Open redirect in new tab — opens the redirect URL in a new browser tab

Email Notifications

If your account has email (SMTP) configured, enable Send Email to receive a notification every time someone submits the form. Configure:

• Recipients — select team members from your user list to receive the submission email.
• Other Email Addresses — add any additional email addresses not in your user list (comma-separated).
• Send to recipients based on selected answer — enable this to route submission emails to different people depending on what the respondent chose. Select the routing field (a dropdown, radio, or checkbox field), then set which email addresses receive the notification for each option.

Viewing Submissions

Click the submissions badge on any form card to open the Submissions view for that form.

The Submissions Grid

Submissions are displayed in a sortable data table. Each row is one submission. Columns are generated automatically based on your form's fields:

• Submitted At — the date and time of submission
• Heading — a reference label for the submission
• One column per form field

Click any column header to sort the table by that column. Use the search bar at the top to filter submissions by any value across all fields. Use the pagination controls at the bottom to navigate through large sets of responses.

File upload fields show the uploaded filename as a clickable link — click it to open or download the file.

Viewing a Single Submission

Click any row in the submissions grid to open the full detail view for that submission. It shows every field label and the respondent's answer, with the submission date and time at the top.

Deleting a Submission

Click the delete icon on the left side of any submission row. A confirmation dialog warns that uploaded files will also be permanently removed.

Exporting Submissions

Click Export Excel at the top of the submissions view to download all submissions as a spreadsheet. The file is named after your form title and includes one row per submission with columns for the submission date and every form field. Array values (checkboxes) are exported as comma-separated text. File upload fields include the filename and download URL.

Tips

• Use conditional logic to keep forms short. Show follow-up fields only when they're relevant — a respondent who answers "No" to a question shouldn't have to see five fields that only apply to "Yes" answers.
• Set file upload limits carefully. If you're collecting documents, restrict allowed extensions to prevent unexpected file types. A contact form probably shouldn't accept .exe files.
• The Duplicate button saves time for similar forms. Build one form well, duplicate it, and adjust — don't rebuild identical fields from scratch for every new form.
• Use the Success Message field for next steps. Instead of the generic "Thank you" message, tell respondents what happens next: "Thanks! We'll be in touch within 2 business days."
• Export submissions regularly. The Excel export is useful for reporting, mail merges, or handing data to another system. All field values are included in the download.
• Email routing is powerful for intake forms. If you have a "What are you inquiring about?" field, you can route sales inquiries to your sales team and support questions to your support team — automatically, with no manual sorting.