How to Create a Custom Form in the Library

What is this for?

A Custom Form is a standalone form without email journeys or event lifecycle management. Use it when you need a simple data collection tool — contact forms, surveys, feedback forms, lead capture, newsletter signups — that doesn't require automated follow-up emails or status tracking.

Step-by-Step Instructions

1. Open the Events Library

1. In the left sidebar, click Events Library (calendar icon).
2. You'll see the library dashboard with your existing events and forms displayed as cards.

2. Start Creating a New Custom Form

1. In the top action bar, click the Create button (green button with plus icon, labeled Create Event).
2. A dropdown menu opens with two options:
   • Create Default Event — creates a full event with registration form and email journey.
   • Create Default Form — creates a standalone custom form.
3. Select Create Default Form.

3. Fill in Form Metadata (Step 1 of 3)

You enter the Form Constructor — a step-by-step wizard. The first step is Metadata Setup:

1. Form Name — Enter a clear, recognizable name (e.g., "Contact Us Form", "Q3 Feedback Survey"). This appears on the card in the library and in the subscription link.
2. Timezone — Select the timezone for date/time display. Defaults to your account timezone.
3. Password Protection (optional) — Toggle Enable Password to make the form private. Enter a password. Visitors will need this password to access the form.
4. Notify Me When Done — Enable to receive a notification when a submission is completed.
5. Click Next to proceed.

Note: The form name must be unique within your account. The system warns if a duplicate is detected.

Note: Unlike Events, Custom Forms do not have Start Date or Expiration Date fields. They are always "open" unless password-protected or manually stopped.

4. Build the Form (Step 2 of 3)

Click the Form Setup tab in the sidebar (form icon). This is where you design what visitors see and fill out.

Add Form Fields

1. In the Create Field dropdown, choose a field type:
   • Text Field — Short text input (name, company, phone).
   • Text Area — Longer text input (comments, message).
   • Email — Validated email input (recommended for contact forms).
   • Select (Dropdown) — Single-choice dropdown. After selecting, you must link it to a Catalog (see below).
   • Checkbox Group — Multiple choice checkboxes.
   • Date Picker — Calendar date selection.
   • Button Action — Clickable button (e.g., "Submit", "Send").
2. Click Create Field. The field appears in the form preview area.
3. Click any field in the preview to edit its settings:
   • Label — What the user sees.
   • Placeholder — Hint text inside the field.
   • Required — Toggle on if the field must be filled.
   • Character Limit — Max length (e.g., 255 for text fields).
   • For Select fields: Choose a Catalog from the list or create a new one.

Manage Catalogs (Dropdown Options)

• Below the field creator, you see All Catalogs — your global dropdown option lists.
• Click + Add Dictionary next to a catalog to link it to a Select field.
• To create a new catalog: Click Create Catalog, name it, and add items (options) in the popup.
• Used Catalogs shows only catalogs currently linked to fields in this form.

Tip: Create catalogs before adding Select fields, or create them on the fly via the + Add Dictionary button.

5. Set Up Integrations (Step 3 of 3) — Optional

Click the Integration Setup tab (plug icon). Configure webhooks or third-party connections (e.g., CRM, Zapier, Make) to send submission data elsewhere automatically.

Note: Custom Forms do not have a Journey Setup step. There are no automated emails.

6. Save and Activate

1. After completing all steps, click Finish (or Check & Activate on the last step).
2. The system validates your setup:
   • All required metadata filled?
   • Form has at least one field?
   • No spam-filter violations in any configured webhook content?
3. If validation passes, the form is created with status Created.
4. To make it live: Find the form card in the Library, open the three-dot menu (⋮), and click Activate. Status changes to Active, and the form link becomes public.

Important Rules & Tips

Note: The form name is limited to 255 characters.

Note: You cannot delete an Active form. You must Stop it first (menu → Stop), then Delete.

Note: Password-protected forms show a lock icon on the card. Share the password only with intended respondents.

Note: The form link format follows a standard pattern. Copy it from the card menu → Copy Link.

Tip: Use Copy Form (card menu) to duplicate an entire form setup — metadata, fields, catalogs, integrations — then just rename and tweak.

Tip: The Submissions Count on the card shows total submissions. White List Count (light red) shows manually added contacts.

Tip: Custom Forms have no status automation. They don't auto-expire. You manually Activate/Stop them.

Common Questions & Troubleshooting

Q: Why can't I click "Check & Activate"?
A: Check:

• Form name and timezone are filled.
• Form has at least one field (Email field recommended).
• No spam-filter words in any webhook content.

Q: Why is my form stuck in "Created" status?
A: "Created" is a draft state. You must manually click Activate in the card menu to publish it.

Q: Can I edit an Active form?
A: Yes, click Edit in the card menu. Changes to fields or integrations apply immediately. Metadata changes (name, password) also update instantly.

Q: What happens when I Stop a form?
A: Status becomes Stopped. The form link stops accepting submissions. Click Activate to resume.

Q: I get a "Spam filter" error when activating. What do I do?
A: The webhook/content contains a blocked word. The error popup lists flagged words. Edit the integration content to remove those words, then retry activation.

Q: Can I add an email journey to a Custom Form later?
A: No. Custom Forms and Events are distinct types. To get email journeys, create an Event instead (see Creating an Event Form).

Q: Where are my form cards sorted?
A: By default, newest first (created date descending). Use Sort options or Filters to change the view.

Q: How do I view submissions?
A: Card menu → Subscribers Details. Opens a table with all submissions, columns matching your form fields.