- Add fields. Text, email, phone, dropdown, multi-select, file upload, hidden, signature. Drag from the field palette.
- Configure validation. Required, min/max length, regex pattern, email format, phone format by country.
- Set conditional logic. Show/hide fields based on prior answers. "If company size > 50, show enterprise checkbox."
- Theme it. Pick a base theme or override colors, fonts, spacing per form. Inherits site theme by default.
- Configure submission. Success message, redirect URL, auto-reply email, CRM routing rules.
- Preview and publish. Preview opens in a new tab. Publish creates the embed snippet and direct URL.
Smart defaults
Honeypot field and time-based bot detection are on by default. Submissions tagged as bot get logged but don't create leads.