Quick start: your first form and automation

1. Build the form

1. Open Forms in the sidebar and choose Blank form (or start from a template in the Library).
2. Give it a title, such as Enquiry, then add fields from the panel on the left: Text field for the name, Email and a multi-line Text field for the message.
3. Click a field to change its label, help text and whether it’s required. The preview updates as you go.
4. Press Publish. Your form is now live, but nobody has the link yet.

2. Share it

1. Open the form’s Share tab and create a link. You can give it a label (for example Website) and an expiry.
2. Copy the link and put it on your website, in an email or in a message.

3. Add an automation

1. Open the form’s Automation tab and switch on Send a confirmation email to the person who submitted. Choose the Email field under Send to the address in.
2. Write the subject and message. Use values to include answers, for example Hi {{full_name}}. Click a value to insert it.
3. Optionally add a team email so your staff hear about each enquiry.
4. Press Save and turn on.

4. Test it

Open your link, fill in the form with your own email and send it. Within a few seconds you’ll get the email, and the form’s Submissions and Runs tabs show the answers and every step that ran.