Building a Form

Build a form step by step — from a blank flow to a published, embeddable experience — by adding typed fields, welcome and thank-you screens, optional CRM mappings, and a layout, then publishing.

1. Create the form

Start a new form in Content → Forms (or clone a template). Give it a name. A new form starts as a draft.

2. Add fields

Add the fields you want to collect, in order. For each field set:

  • its type (email, phone, select, rating, and so on),

  • its question label and optional help text,

  • whether it is required,

  • any validation (minimum/maximum length, a numeric range, or a pattern),

  • optional per-field media — a background or side image to make the step visual.

Some field types need a little extra configuration — a rating needs a shape (star, heart, thumb), an opinion scale needs its number of steps, a picture-choice needs its options with images, and a file upload needs the file types it accepts. The editor prompts you for these.

3. Add welcome and thank-you screens

  • A welcome screen opens the form with a title, an optional description, and a start button.

  • A thank-you screen closes it. You can show a message, reload, or redirect the visitor to another URL after they submit. You can have several thank-you screens and pick which one shows based on logic.

4. Map fields to your CRM (optional)

Each field can be mapped to a column in your CRM, so submissions flow into your contacts automatically. Set the mapping per field. Mappings are validated when you publish, so a mistyped target is caught before it goes live.

5. Design it

Apply one of the built-in layout presets and adjust theme tokens to match your brand — from a clean light card to a full-screen image-led look. You can also set background media per question.

6. Publish

Publishing flips the form from draft to active. Only an active form renders for visitors. Publishing is a safe, preview-then-confirm action.

7. Get the link or embed code

Once active, grab the form's canonical URL https://<your-site>/f/<flow_id> to share directly, or get an embed snippet to place it inside a page. See Embedding Forms.

With the CLI or an agent

Forms are fully agent-buildable. The MCP toolset includes form_create, form_add_field, form_add_logic_rule, form_validate, form_publish, form_preview_url, and form_get_embed_snippet, and the CLI exposes the same actions under spideriq form. An agent can build, validate, and publish a complete multi-step form for you, then hand back the live URL.

Viewing responses

Submissions appear in the form's Responses view, with each answer, the source of any hidden fields (like a campaign tag), and the status of the CRM write. You can export responses to CSV.

Next steps