Create Your First Form

Forms let you collect data from users. This guide shows you how to create a simple contact form.

What You'll Build

A contact form with:

• Name field
• Email field
• Message textarea
• Submit button

Step 1: Create a New Form

1. From your dashboard, click Forms in the sidebar
2. Click New Form
3. Name it "Contact Form"
4. Click Create

You'll enter the form builder.

Step 2: Add Fields

The form builder shows a preview on the right and field options on the left.

Add a Name Field

1. Click Add Field or drag Text Input to the canvas
2. Set the label to "Name"
3. Toggle Required on
4. Set placeholder text: "Your name"

Add an Email Field

1. Add another field, choose Email
2. Label: "Email"
3. Toggle Required on
4. Placeholder: "you@example.com"

Add a Message Field

1. Add a Textarea field
2. Label: "Message"
3. Toggle Required on
4. Placeholder: "How can we help?"

Step 3: Configure Form Settings

Click Settings in the top bar:

Submission Settings

• Success message: "Thanks for reaching out! We'll respond within 24 hours."
• Redirect URL: Leave empty to show success message

Appearance

• Choose a theme that matches your brand
• Adjust colors if needed

Step 4: Preview and Test

1. Click Preview to see how your form looks
2. Fill it out and submit
3. Check that the success message appears

Step 5: Publish

1. Click Publish to make the form live
2. Copy the form URL to share
3. Or embed it on your website using the embed code

Connecting to Workflows

Forms become powerful when connected to workflows:

1. Go to Workflows and create a new workflow
2. Add a Form Submission trigger
3. Select your contact form
4. Add actions like sending emails or updating a database

What's Next?

• Form Builder Overview - Explore all form features
• Field Types Reference - See all available field types
• Linking Forms to Workflows - Automate form responses