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Inquiry Forms

Forms are reusable, public-facing templates that capture structured information from customers or agents. Each published form gets a shareable URL that can be embedded on a website, sent via email, or shared directly.

Form Statuses​

StatusDescription
PublishedLive and accessible via public URL
DraftBeing built; not yet published or accessible publicly
ArchivedDeactivated; hidden from active list but submission history is preserved

Published forms can be toggled active or inactive without archiving. An inactive published form shows an unavailable message to visitors.

Creating a Form​

  1. Go to Inquiry → Forms
  2. Click New Form
  3. Enter a form name and description
  4. Add sections and fields using the form builder:
    • Field types: text, long text, dropdown, date, file upload, checkbox, and more
    • Mark fields as required or optional
    • Group related fields into sections
  5. Click Publish to make it live, or Save as Draft to continue later

Managing Published Forms​

Copy Public URL​

Click the copy link icon on any published form to get the public URL. Share it via email, embed it in a web page, or include it in outreach campaigns.

Preview​

Click Preview to see exactly what submitters will see before sharing the link.

Toggle Active / Inactive​

Use the active toggle on a published form to temporarily stop accepting new submissions without archiving the form.

Archive​

Click Archive to move a form out of the active list. Archived forms retain all their submissions — they are not deleted.

Delete​

Deleting a form permanently removes it and requires confirmation. Consider archiving instead if you may need the form or its data later.

CAPTCHA Validation​

Inquiry forms support CAPTCHA validation to prevent spam submissions. When enabled, submitters must complete a CAPTCHA challenge before the form can be submitted.

Versioning​

Editing a live (published) form creates a new version automatically. In-progress submissions continue using the previous version, preventing disruption for submitters partway through.

Best Practices​

  • Create one form per inquiry type (e.g., Support Request, Quote Request, Feedback)
  • Use required fields sparingly — too many required fields increase abandonment
  • Preview before sharing publicly
  • Archive instead of deleting to preserve submission history

See Also​