Creating Custom Forms

Forms allow you to practically measure customer attributes, collect high-value feedback, and structure your data capture. This lesson covers building a public form from scratch, mapping custom experience attributes to user profiles, styling the interface to remain on-brand, and leveraging sharing links for automated post-visit marketing.

Key Takeaways

• Configuring Public Form Access: When creating a new form under CRM > Forms, you can set it as a public form. This means anyone can access the link without needing to verify their identity beforehand. However, keeping the email field mandatory ensures every submission can be accurately mapped to a specific contact in your database.

• Mapping Custom Attributes: To gather data on specific experience metrics, go to the Blocks panel, select Attributes, and drag your predefined custom attribute (e.g., "Tell us how we did") directly into the form workspace. Be sure to click the field and toggle it to "required" so users cannot bypass it.

• Keeping Layouts Friction-Free: To maximize submission rates, keep the form content as simple and clean as possible. You can insert your company logo, scale font sizes so lines read cleanly across devices, and centralize text on the "Submission Successful" page to thank users for their time.

• Applying Branded Styling and Fonts: Use your brand kit or exact hex codes to define contrasting background, card, text, and button colors. You can also apply any custom-uploaded typography (such as Geist Medium or Jokker Light) to replace standard text styles, using cross-device wireframe toggles to audit legibility on mobile and desktop screens.

• Enforcing Operational Data Controls: The settings menu houses critical parameters:

  • Creation Toggles: While you can allow the system to automatically generate completely new customer profiles from any submission, toggling "Create contact" off ensures you are strictly measuring the sentiment of existing loyalty members.

  • Spam Protection: Keep standard reCAPTCHA settings active to safeguard your system against bot attacks and spam data.

  • Social Metadata: Customize your social media display settings by uploading a high-resolution image, writing a structured title (e.g., "Rate your experience with the Academy"), and drafting an inviting snippet description for open-graph link sharing.

• Distribution and Automation Paths: Once your form is active, the dashboard provides a scannable QR code, a web-embedding code snippet, and a direct sharing URL. A highly recommended best practice is utilizing this URL inside automated email workflows, triggering a feedback message shortly after a loyalty member visits a physical storefront.

Dashboard Checklist

1. Navigate to CRM > Forms and click to add a new form in the top right corner.

2. Select Public form, name your asset internally (e.g., Feedback Form), and click Create.

3. Under Blocks > Attributes, drag your specific experience attribute block into the form copy and set it as a required field.

4. Customize your success screen messaging, then click the Styling tab to assign your brand kit colors, text layout styles, and uploaded font families.

5. Open the Settings menu to toggle off unauthorized contact creation, verify reCAPTCHA is active, and configure your Social media link preview assets before hitting Submit.

6. Save your final layout changes, confirm the form toggle is flipped to Active, and copy the sharing URL to embed into your automated review flows.