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:
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On the Forms dashboard, in the top right-hand corner, click Create new.
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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.
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When you have finished designing, save your form.
If you click Save and exit, you'll be prompted to set up a webhook before proceeding. You can choose one of the following options:
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Proceed - you will need to set up a webhook later. The form is saved, and the editor closes.
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Set up a webhook - the Settings page opens. Fill in the fields:
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Name - enter a name for your form.
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Choose webhook - click the field and select a webhook from the list or click Manage Webhooks to create a new webhook.
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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).
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Fail message - enter a text to display if the action is unsuccessful (you can change the default message).
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When you're happy with your form, you can activate it.