Forms

Forms let you collect structured information from your audience -- onboarding questionnaires, contact surveys, RSVP details, audition signups, lead capture, fan polls. Build the form on a visual canvas, share the link, and watch responses come in with charts and a respondent table.

Where to find forms

Open Operations -> Forms in the sidebar.

The list shows every form with title, status (draft, published, closed), response count, and created date. Filter by status or search by title.

Creating a form

1. Click Create.
2. Enter a Form title (required) and an optional description.
3. Click Create. The form opens straight in the builder, ready for fields.

The builder

The builder has three areas: a field palette on the left, a canvas in the middle, and -- when something is selected -- a field editor or edge condition editor on the right. A toolbar across the top has the form title, status badge, settings, share, publish, and save controls. Above that, three tabs switch between Builder, Responses, and Analytics.

Adding fields

Click any field type in the left palette to drop it on the canvas. Available types:

• Short text -- single-line text input
• Long text -- multi-line text input
• Number -- numeric input
• Email -- email-validated input
• Single select -- pick one from a list of options
• Multi select -- pick multiple from a list of options
• Date -- date picker
• Rating -- numeric rating
• Yes / No -- boolean choice

Each field shows up as a node on the canvas. Drag nodes around to reorder them visually -- the canvas uses positions to determine the default flow, and the actual order respondents experience comes from the edges between nodes.

Editing a field

Click a node to select it. The right sidebar shows the field editor with:

• Label -- the question text
• Description -- helper text shown under the question
• Placeholder -- the hint text inside the input
• Required -- toggle for whether the answer is mandatory
• Options -- for single/multi select fields, add and remove the available options
• Validation -- for number/rating, set min and max; for short/long text, set maxLength

Changes save when you click the floating Save button in the top right of the canvas.

Edges and branching

Connect fields by dragging from the bottom of one node to the top of another. The connection becomes an edge that defines what comes next.

Click an edge to open the edge condition editor in the right sidebar, where you can attach a condition -- "only follow this path if the previous answer was X". This is how you build branching surveys ("If you answered Yes, ask Q3; if No, jump to Q5").

Edges with conditions appear as dashed lines on the canvas. Edges without conditions are solid (the default path).

Deleting

Select a node or an edge and the Delete button appears in the top right. Click to remove. You can also press the Delete key.

Saving

Click Save in the top right of the canvas to commit all changes (fields, positions, edges, conditions). The status badge and tabs stay where they are -- you don't need to publish again.

Renaming

Click the form title in the top toolbar to edit it inline. Press Enter to save, Escape to cancel.

Settings

Click the Settings button in the top toolbar to open the form settings dialog:

• Show progress bar -- display a progress indicator to respondents
• Show question numbers -- number each question
• Submit button text -- override the default "Submit" label
• Confirmation message -- the thank-you message shown after submission

Save to apply.

Publishing and sharing

Forms are draft by default and not accessible to the public. To publish:

1. Click Publish in the top toolbar. Status flips to published.
2. Click Share to copy the public form link to your clipboard. Share it anywhere -- in an email, social post, smart link, or directly with someone.

To take a form offline temporarily, click Unpublish -- it returns to draft.

Responses

Switch to the Responses tab to see every submission.

The table shows each respondent (name, email, or "Anonymous"), the submission date, and an actions menu:

• The eye icon opens a side panel with the full response -- name, email, and every answer
• The trash icon deletes the response (with confirmation)

Pagination shows up at the bottom for forms with many submissions.

Analytics

Switch to the Analytics tab for a visual overview of how your form is doing.

You'll see:

• Total responses and today's responses as headline numbers
• Responses over time as a line chart
• Per-field charts for chartable answer types (single select, multi select, yes/no, rating) shown as bar charts; for text fields, you get a list of the most common answers with counts

This is the easiest way to read patterns in fan or client feedback at a glance.

Tips

• Start simple. A short-text question + an email field is enough for an initial signup.
• Use branching for surveys. Conditions on edges let you route respondents through only the questions relevant to them.
• Set required fields carefully. Required fields block submission -- only mark them required if you genuinely need the answer.
• Use forms as lead magnets. Pair a form with an email automation that sends a download link or thank-you. See Automations.

Related

• Contacts -- form respondents become contacts with the form source
• Automations -- the Form submitted trigger lets you fire off follow-up actions
• Segments -- the Submitted form rule targets contacts who filled out specific forms