Forms Overview
Forms let you build everything from simple contact forms to full event registration flows. You create a template once, then publish one or more instances -- an instance is a published copy of your form that customers can fill out.
Getting started
You want customers to submit event inquiries through your website. Here's the workflow:
- You create a form template with the fields you need (name, date, guest count, etc.).
- You design it in the Builder -- add steps, logic, and styling.
- You create an instance from that template. The instance is what your customers actually see and fill out.
- You configure access settings and share the instance via link, embed, or QR code.
- When a customer submits the form, the response appears in your Inbox.
Why instances? Think of the template as a blueprint. You build it once, then create separate instances for different events or purposes. A wedding inquiry form and a corporate event form can share the same template but run as independent instances with their own responses and settings.
What you can do
- Create and edit form templates.
- Build multi-step form flows with fields, logic, styling, and pricing.
- Reuse content by copying steps, rows, and fields from other forms.
- Create instances -- either standalone or linked to an event.
- Set up access, automation, and sharing for each instance.
Form types
| Type | Use it for |
|---|---|
| Event request | Public forms that create a new event in your pipeline |
| Contact form | Public forms that create a contact request |
| Event Form | Follow-up forms attached to an existing event -- Questionnaire, Customer Hub, Briefing, or Checklist |
Event Forms are the follow-ups you send after an event exists. They can be customer-facing (Questionnaire, Customer Hub), shared with external partners (Briefing), or used internally by your team (Checklist). See the Event Forms overview for the four categories and what they do.
The intent wizard
When you click Create form on the Forms page, we first ask What do you want to build? The wizard groups the options into Entry forms (public) and Follow-up forms (event-bound) and pre-configures the right form type and defaults once you pick a tile. You don't have to know up front whether a form is an event request, a contact form, or an Event Form -- the tile you pick sets that up.
The full workflow
Template --> Builder --> Instance --> Access settings --> Share --> Responses come in
- Template: Go to Forms and create a new template (or open an existing one).
- Builder: Add steps, rows, and fields in the Builder tab. Set up logic, styling, translations, and pricing as needed.
- Publish: Save and publish the template.
- Instance: Create one or more instances for real use.
- Access & Share: Configure access, automation, and sharing on each instance.
- Responses: Customers fill out the form. Their submissions arrive in your Inbox and are linked to the instance.
Where you can create instances
- From the Forms page -- standard instance creation.
- From an event -- open the event's Event Forms tab. The instance is linked to that event and can use event-specific behavior.
External vs. internal forms
- External instances are customer-facing. You can share them via link, embed, or QR code.
- Internal instances are for your team's internal workflows. They are not shown to customers.