Guides

Frontline Forms — Complete User Guide

1. Forms List Page

Path: Frontline → Forms

What it does

The Forms section lets you create, manage, and publish data collection forms. Forms can be embedded on websites, shown as popups, or used inside messenger.

Forms list

The list shows:

• Name — The title of the form.
• Status — Whether the form is active or inactive.
• Channel — Which channel the form belongs to.
• Tags — Labels attached to the form.
• Created By — The user who created the form.
• Created At — When the form was created.

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2. Create a New Form

Click the + Create form button to start building a form.

Step 1: General Settings

Fill in the basic form information:

• Title — The form name shown to users.
• Description — A short explanation of the form.
• Primary Color — Choose the main brand color.
• Appearance — Select how the form is displayed:
  • Iframe — Embed inside a webpage.
  • Messenger — Show inside the messenger widget.
• Load Type — Choose how the form opens:
  • Embedded — Always visible on the page.
  • Popup — Opens when a user clicks a button.
• Button Text — The text on the button that opens the form.
• Channel — Assign the form to a channel.

A live preview appears on the right side.

Step 2: Callout Settings

The callout is the invitation box that introduces the form.

Options:

• Skip callout — Toggle to disable the callout.
• Title — Callout headline.
• Body — Short message text.
• Button Text — Text on the callout button.
• Image — Upload an optional image.

You can see the callout preview on the right.

Step 3: Content

This is where you build the form questions.

Add a field

Click + Add Field to choose a field type:

• Text
• Number
• Checkbox
• Date
• Select
• Countries
• Textarea
• Radio Group
• Checkbox Group
• Attachment
• Customer fields

Add multiple steps

You can organize fields into steps:

• Each step has a name and description.
• Add fields inside each step.
• Click + Add Step to create additional pages.
• Use the preview on the right to test the flow.

Step 4: Confirmation Settings

This is the final message users see after submitting the form.

Options:

• Title — Confirmation headline.
• Description — Thank-you or follow-up message.
• Image — Upload an optional image.

Click Create form to save and publish.

3. Filter Forms by Channel

You can filter the forms list by channel.

No forms in a channel

If a channel has no forms, you see:

• "No forms found"
• Buttons to Create form or Go to channels.

Forms in a selected channel

When you select a channel that has forms, the list updates to show only forms from that channel.