Usage

Before You Start (Important for All Forms)

These settings apply to all forms and must be configured correctly before publishing forms.

Spam protection depends on reCAPTCHA keys configured by the Super Admin.
If reCAPTCHA is enabled at form level but global keys are missing or invalid, spam protection will not work.

Public Form Access

Each form generates a unique public URL.
Ensure domain, public access, and routing settings are correctly configured in the system.

CRM Contact Creation

Automatic contact creation depends on WhatsMark CRM configuration and required contact fields.
If mandatory fields are missing, contact creation may fail.

Default Branding & Redirects

If not overridden at form level, forms may inherit default branding, submit messages, and redirect behavior from system settings.

Step 1: Create a New Form

Navigate to Dashboard → Form Builder and click Create Form.
Enter a form name and an optional description to define its purpose.

Step 2: Design the Form Layout

Use the visual drag & drop editor to add form components such as:

Enable multi-step mode to split the form into multiple steps.

Step 3: Configure Field Properties

Click on any field to configure:

Each field is automatically assigned a unique field ID used for submission handling.

Step 4: Preview the Form

Use the preview option to view the form exactly as end users will see it.
This allows you to verify layout, steps, and field behavior before publishing.

Step 5: Configure Form Settings

From the settings panel, configure:

Step 6: Publish or Embed the Form

After configuration, publish the form using:

Step 7: Manage Submissions

Go to View Submissions to review responses.
Submissions are displayed with status, timestamps, and detailed previews for efficient lead management.

Step 8: Analyze Form Performance

Use the reports dashboard to monitor:

Best Practices