# [Forms]

Published 2026-10-09

> 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 popu

## **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.
-   ![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/49a802c2-2145-437b-0278-74c720a40900/public)
    

## **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.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/04326d80-53a9-480d-5865-0bc4c34b1f00/public)

### 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.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/39690381-fa2c-48a3-9425-60f0fcc4f400/public)

### 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

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/deba4d84-0ab2-417b-6b48-9daa9531aa00/public)

#### 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.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/b68b9e9f-38a1-4b87-6e26-28c7a7047b00/public)

## **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**.

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/c84d4d1a-f2c4-4600-b301-db43c0646d00/public)

### Forms in a selected channel

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

![](https://imagedelivery.net/5m26Aj-CutMXPPNacMs_yQ/2e000786-cc34-422b-a27d-721a8e674f00/public)