FAQ & Help

This section answers common questions related to form creation, publishing, submissions, and configuration in the Form Builder for WhatsMark SaaS.

General Questions

What is the Form Builder for WhatsMark SaaS?

The Form Builder is a native module that allows you to create, publish, embed, and manage forms directly inside WhatsMark SaaS using a visual, component-based editor.

Do I need coding knowledge to use the Form Builder?

No. All forms are created using a drag & drop interface. No coding or external form services are required.

Is this module multi-tenant and SaaS-ready?

Yes. The Form Builder is designed to work in multi-tenant SaaS environments where each tenant can manage their own forms and submissions.

What types of form fields are supported?

The Form Builder supports:

• Text

• Email

• Phone

• Number

• Date

• Time

• Textarea

• Dropdown

• Multi-Select

• Checkbox

Can I create multi-step forms?

Yes. You can enable multi-step mode and assign fields to different steps to create structured, step-based forms.

Can I preview a form before publishing?

Yes. The preview mode shows the form exactly as end users will see it, including steps and validation behavior.

Can I duplicate an existing form?

Yes. Forms can be duplicated from the form list to quickly reuse structure and components.

How do I publish a form?

Each form generates a unique public URL once activated. You can share this URL directly or embed the form using the provided iframe code.

Can I embed forms on external websites?

Yes. Forms can be embedded on any website or landing page using iframe embed codes.

Can I disable a form without deleting it?

Yes. You can set a form to inactive status at any time to stop accepting submissions.

How does spam protection work?

Spam protection is handled using reCAPTCHA. It must be properly configured by the Super Admin in global system settings.

reCAPTCHA is enabled but not working. Why?

Common reasons include:

• Missing or invalid reCAPTCHA keys in Super Admin settings

• Domain mismatch in reCAPTCHA configuration

• Form published before global settings were configured

Are form submissions stored securely?

Yes. All submissions are stored within the WhatsMark system and are accessible only to authorized users.

Where can I view form submissions?

Go to View Submissions from the Form Builder menu. All responses are listed with status, timestamps, and previews.

Can I track the status of submissions?

Yes. Submissions support status-based workflows to help manage leads from initial submission to closure.

Can submissions create CRM contacts automatically?

Yes. When enabled, form submissions can automatically create or update contacts in WhatsMark CRM.

Why is contact creation not working?

Possible reasons:

• Required CRM contact fields are missing

• Form fields are not mapped correctly

• CRM module is not properly configured

What analytics are available?

The Form Builder provides reports showing:

• Total forms

• Total submissions

• Active forms

• Time-based submission trends

Are analytics available per form?

Yes. Reports include per-form breakdowns to analyze performance.

My form is not visible publicly

Check the following:

• Form status is set to Active

• Public access and domain settings are configured

• The correct public URL is being used

Embedded form is not loading

Possible causes:

• Incorrect or incomplete iframe code

• Website restrictions on iframe embedding

• Form is inactive or deleted

Submissions are not being recorded

Ensure:

• The form is active

• Required fields are filled correctly

• Server and database permissions are correctly set

Need More Help?

If you encounter issues not covered here:

• Contact support via support portal

• Provide your purchase code when requesting support