Create a form

A form that is integrated into your website or landing page content can grab your visitors' attention. The form is usually embedded within a page created in XM Cloud and appears as a simple box or button that visitors can click to access the form.

To create a form:

  1. On the Forms dashboard, in the top right-hand corner, click Create new.

  2. The form editor opens and you can start designing your form.

    Choose between a variety of different layouts and items, adjust the general form settings, and add more pages.

  3. When you have finished designing, save your form.

    If you click Save & Exit, you'll be prompted to set up a webhook before proceeding. You can choose one of the following options:

    • Proceed - you will need to set up a webhook later. The form is saved, and the editor closes.

    • Set up a webhook - the Settings page opens. Fill in the fields:

      • Name - enter a name for your form.

      • Choose webhook - click the field and select a webhook from the list or click Manage Webhooks to create a new webhook.

      • Choose submit action - click the field and select an action from the list. You can choose between None, Redirect to a URL, or Show message (you can change the default message).

      • Fail message - enter a text to display if the action is unsuccessful (you can change the default message).

When you're happy with your form, you can activate it.

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