# Forms

> Every kind of form, how to create one, the parts of the editor, and every setting.
> Source: https://www.eventsiq.io/docs/forms


A form is any way leads arrive in EventsIQ: a form you build and put on your own page, a lead form
on an ad network, or an address another tool posts leads to. Every one of them sits on the same
**Forms** page, runs its leads through a [routing](https://www.eventsiq.io/docs/routing), and keeps every lead in
[Logs](https://www.eventsiq.io/docs/logs).

This page is the reference: the Forms list, making a form, every part of the form editor, and every
setting. For a walk-through of your first website form from start to finish, see
[Your first website form](https://www.eventsiq.io/docs/website-form).

## The kinds of form

| Kind                     | Where people fill it in                     | How leads reach EventsIQ                          | Its own page                                           |
| ------------------------ | ------------------------------------------- | ------------------------------------------------- | ------------------------------------------------------ |
| **Website**              | A form you build here and embed on your page | The embed sends each lead                         | [Your first website form](https://www.eventsiq.io/docs/website-form)          |
| **Facebook instant form** | A Facebook or Instagram lead ad             | Meta tells EventsIQ the moment a lead arrives     | [Facebook instant forms](https://www.eventsiq.io/docs/facebook-instant-forms) |
| **TikTok instant form**  | A TikTok lead ad                            | TikTok sends each lead                            | [TikTok instant forms](https://www.eventsiq.io/docs/tiktok-instant-forms)     |
| **Google Ads lead form** | A Google Ads lead form asset                | Google posts each lead to your address            | [Google Ads lead forms](https://www.eventsiq.io/docs/google-lead-forms)       |
| **Snapchat lead form**   | A Snapchat lead ad                          | Snapchat sends each lead                          | [Snapchat lead forms](https://www.eventsiq.io/docs/snapchat-lead-forms)       |
| **Webhook**              | Any tool that can send a POST               | The tool posts each lead to your address          | [Inbound webhook](https://www.eventsiq.io/docs/inbound-webhook)               |

Only a website form is built in EventsIQ, so only a website form has the editor described below.
The others are built on the ad network or in your own tool, and EventsIQ matches their answers to
your [fields](https://www.eventsiq.io/docs/fields).

## The Forms list

Open **Forms** under **Capture** in the side menu.

![The Forms list](https://www.eventsiq.io/docs-media/website-form/forms-manage.png "Capture, Forms, with forms of several kinds listed, the New form button and the Routes to column.")

When a form takes leads but sends them nowhere, a banner at the top says so: **2 forms need
attention**, because there is no routing or the routing is paused. **Show them** filters the list
to those forms. Their leads are still saved in Logs.

### Finding a form

-   **Search** looks through names, form IDs, pages and routing.
-   **Kind of form** narrows the list to one or more kinds. Only the kinds you have are listed.
-   **Routes to** shows the forms that use one routing, or **Not routed**.
-   **Sort** puts **Problems first** by default. You can also sort by **Name, A to Z**, **Most
    leads**, **Recently changed** or **Most scripts**.
-   **Columns** adds **Fields matched** and **Updated**, or hides **Scripts**.

The chips under the search count the forms in each state:

| Chip                 | What it means                                                                         |
| -------------------- | ------------------------------------------------------------------------------------- |
| **Live**             | Taking leads. Under it, the version visitors see                                      |
| **Changes not live** | A website form you have edited since it went live. Visitors still see the live version |
| **Draft**            | A website form that has never gone live. Visitors see nothing                         |
| **Needs attention**  | No routing, or the routing is paused: leads are saved but not sent                    |
| **Off**              | **Taking leads** is switched off, so new leads are refused                            |

### Each row

-   **Form**: the name, its kind, and a **Live page** link once you have said where it is used.
-   **Status**: one of the states above.
-   **Routes to**: the routing, with **Paused** under it when it is paused, or **Set up routing**.
-   **Leads** and **Scripts**: how many leads it has taken, and how many scripts load with it.
-   **Taking leads**: switch it off and the form refuses new leads straight away. Nothing is deleted.

The arrow opens the form's page and the pencil opens the editor (website forms only). The **⋮** menu
holds **Open**, **Edit**, **Open routing**, **View leads**, **Open live page**, **Copy form ID**,
**Duplicate** and **Delete**.

Tick several rows to switch them on or off together, or to delete them. A form that is still in a
routing cannot be deleted: take it out of the routing first. The delete window says which forms
were skipped for that reason.

## Making a form

Press **New form**. The steps depend on the kind:

-   **Website**: **Basics and starting point**, then **Where leads go**. The form is made as a
    **Draft**.
-   **Every other kind**: **Basics**, **Where leads go**, then **Connect and match**.

### Basics

![Naming the form and picking where people fill it in](https://www.eventsiq.io/docs-media/website-form/wizard-basics.png "The first step of New form, with a name typed in, Website picked, and a template selected so the preview shows it.")

-   **Form name** is for your team. Visitors never see it. EventsIQ makes the form ID from it, and
    you can change the ID in **Settings** until the form first goes live.
-   **Where will people fill it in?** picks the kind: **Website**, **Facebook instant form**,
    **TikTok instant form**, **Snapchat lead form**, **Google Ads lead form** or **Webhook**.
-   **Start from** (website only) is a gallery of complete forms to edit down. The chips narrow it to
    **Lead forms**, **Quizzes**, **Calls** or **Team templates**, and each card says how many screens
    and questions it has. **Simple lead form** comes first, marked **Recommended**; **Blank form**
    is second.

### Where leads go

![Picking a routing](https://www.eventsiq.io/docs-media/website-form/wizard-route.png "Where leads go with one routing picked, What happens to a lead on the right, and Fields this routing needs.")

Pick the routing this form's leads run through. **What happens to a lead** beside it walks the path
in words, and **See it as a map** draws it. **New routing** and **Start from a copy** open the
routing builder over this step and bring you back with the new routing picked.

For a website form, **Fields this routing needs** lists anything a destination or preset reads that
the template does not ask for, marked **Missing**. **Add** puts the question in the form, and
**Add all** does them all at once.

**Decide later** skips this step. The form still takes leads and saves them in Logs, but sends them
nowhere until you pick a routing.

### Connect and match

For the ad network kinds, pick the account and the lead form, then match the network's questions to
your fields. **Do it for me** matches everything it can by name, and **Match the rest later** lets
you finish on the form's own page. A webhook gives you its address and signing secret here instead.
Each kind's page explains this step in full.

![Connecting a Facebook lead form](https://www.eventsiq.io/docs-media/facebook-instant-forms/fb-3-pick-form.png "Connect and match for a Facebook instant form, with the account and Page picked and the lead form list open.")

## The website form editor

Press **Open the editor** at the end of New form, or the pencil on the Forms list.

![The editor on the Questions page](https://www.eventsiq.io/docs-media/website-form/editor-simple.png "The editor in Simple, on Questions, with one question selected so its settings show on the right.")

### The top bar

-   **Back to forms**, then the form's name (click it to rename) and its status: **Draft**, **Live**,
    or **Live** with **2 changes not live yet**. Beside it, whether your last change is saved.
-   **Search questions and settings** (⌘K) finds any question, screen or setting and takes you to it.
-   **Simple** and **Advanced** switch the editor's mode. See below.
-   **Undo** and **Redo**.
-   **Preview** lets you try the form, rules included. Answers given in preview are not saved.
-   **Go live**, which becomes **Live** once the form is live, or **Update live form** when you have
    changes. Its menu holds **Put it on your page**, **Versions** and **Take offline**.

Down the left are the editor's pages: **Questions**, **Design**, **Rules**, **Endings** and
**Settings**. The middle shows the form exactly as visitors will see it, with **Desktop** and
**Phone** to switch the width.

### Simple and Advanced

Both modes edit the same form, and you can switch at any time without losing anything. The editor
remembers the mode you used last.

-   **Simple** shows the everyday settings. Most forms never need anything else.
-   **Advanced** replaces **Questions** with **Layers**, adds a **Developer** page, and gives each
    selected part **Settings**, **Style** and **Developer** tabs, with every style setting. It also
    allows **Raw HTML** blocks.

### Questions and screens

A form is a run of screens, and each screen holds questions and blocks. The **Questions** page lists
them screen by screen. Click anything on the form to select it, or double-click a question, heading
or button to change its words in place.

Each screen's **⋮** menu holds **Open screen settings**, **Rename**, **Duplicate**, **Add a screen
after this** and **Delete screen**. **Add a screen** at the bottom adds a **Question screen**, or a
**Loading screen** that shows a few lines in turn and moves on by itself. Hidden fields are kept
together in one row, **Filled in by themselves**.

### Adding questions and blocks

**Add question or block**, or the **/** key, opens a searchable list of everything you can add.

![Add a question or block](https://www.eventsiq.io/docs-media/forms/02-add-question.png "The Add a question or block window on Contact details, with Full name selected so the side shows how it arrives.")

| Group               | What is in it                                                                                                                            |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| **Contact details** | Full name, First name, Last name, Email, Phone number, ZIP code, Street address, City and State. Each arrives required and already named the way destinations expect |
| **Questions**       | Yes or no, Pick one, Pick many, Dropdown, Checkbox, Short answer, Long answer, Number, Money amount and Date                               |
| **Legal and trust** | Consent, with starter wording that uses your company name and privacy link, and a hidden TrustedForm certificate                          |
| **Tracking**        | Hidden fields visitors never see: Click ID, UTM tags (five fields at once), Landing page URL, and a custom hidden field                    |
| **Layout**          | Things to show, never sent to a destination: Group, Heading, Text, Rich text, Button, Image, Loading, Countdown, Divider, Spacer and Raw HTML |

The side of the window shows how the selected item arrives: its question, whether it is required,
and what destinations receive it as. Nothing is locked: change anything once it is on the form.

### A question's settings

Select a question and its settings open on the right.

![A question's settings](https://www.eventsiq.io/docs-media/website-form/editor-question-settings.png "The right-hand panel with a Pick one question selected, showing Question, Required, the Answers list and Destinations receive it as.")

-   **Question**, **Help text** and **Required** are on every question. A phone question also has
    **Format as they type**, and a consent question has **Consent wording**.
-   **Answers**, on a choice question, lists each answer. **Then go to** sends people to another
    screen, and **Not a fit** ends the form there. **Paste a list** adds many answers at once.
-   **Layout**, on Pick one and Pick many, chooses **List**, **Card** or **Filled** answers, one or
    two per row. A Pick one question can also **Move on by itself** as soon as an answer is picked.
-   **Destinations receive it as** is the standard field the answer fills, such as `phone`. Every
    destination, preset and event that reads that field finds it. See [Fields](https://www.eventsiq.io/docs/fields).
-   **More options** holds the placeholder, a starting value, the shortest and longest answer (or
    smallest and largest number), a custom error message, and hiding the required mark.
-   **Look of this question** hides the label or sets the width of the box.

A hidden field instead shows its **Name**, and **Where the value comes from**: a starting value, a
tracking value or URL parameter with the same name, or a script on the page.

Selecting a button shows **When tapped** (**Continue**, **Go back**, **Go to a screen**, **Submit
now** or **Mark as Not a fit**) and its style.

### A screen's settings

Pick **Open screen settings** in a screen's menu.

![A screen's settings](https://www.eventsiq.io/docs-media/forms/03-screen-settings.png "Screen settings for screen 2: its name, Move on by itself, and After this screen with Go to the next screen picked.")

-   **Screen name** and **Subtitle**: the heading above the questions.
-   **Move on by itself** continues as soon as every required answer is filled in, after the
    **Wait** you set. **Still show the button** keeps **Continue** visible anyway.
-   **After this screen**: **Go to the next screen**, or **Submit, then show an ending**. A screen
    that submits is where the form ends for people who reach it.
-   **Only reached by a rule** takes the screen out of the normal order, so people land on it only
    when a rule or an answer sends them there. This is how one form has several outcomes.
-   **What this screen shows** turns the bands, progress bar, back link, step number and buttons on
    or off for this screen, and sets the button position.

### Design

**Design** sets the look of the whole form, on every screen.

![The Design page](https://www.eventsiq.io/docs-media/forms/04-design.png "The Design page with the presets, and the live preview of the form beside it.")

| Section           | What it sets                                                                                   |
| ----------------- | ---------------------------------------------------------------------------------------------- |
| **Presets**       | A ready-made look: Classic, Quiz · blue, Bold · pink, Claim review or Warm editorial. Undo puts the old look back |
| **Brand colours** | Brand, Accent, Highlight, Text, Card and Band                                                  |
| **Bands**         | Strips around the question: Header, Above the question and Footer, each with its colour and contents |
| **Type**          | The font, and the size of questions and body text                                              |
| **Shape**         | Corners, shadow and card padding                                                               |
| **Density**       | Compact, Normal or Roomy                                                                       |
| **Choices**       | How answers are drawn: **List**, **Card** or **Filled**, one or two per row                    |
| **Buttons**       | Solid, Outline or Soft                                                                         |
| **Back link look** | Where the back link sits, or Hidden, and its words                                            |

**Choices** is the setting that most changes how a form performs. **Card** makes the whole answer
tappable with a drawn tick, which on a phone is often the difference between a funnel that converts
and one that does not. **List** is the default, and the better choice for long lists.

A preset changes colours, answers, corners, spacing and buttons. It keeps your font, back link
words, custom CSS and bands. To style one question differently, click it on the form.

### Rules

A form with several screens is a funnel, and rules decide where each visitor goes next. The **Rules**
page lists every rule as a sentence, grouped by the screen it runs on.

![The Rules page](https://www.eventsiq.io/docs-media/website-form/editor-rules.png "The Rules page listing every screen, with one rule written as a sentence.")

When someone presses Continue, EventsIQ checks in this order, and the first match wins:

1. **The answer they picked**: any **Then go to** or **Not a fit** set on that answer. These show
   first under each screen, tagged **From an answer**.
2. **That screen's rules**, top to bottom.
3. **The next screen in order**, if nothing above matched.

**Add a rule** at the top, or **Add a rule here** beside a screen, makes a rule. Each rule has a
name, **When** all or any of its checks are true, and **Then** one of: **Go to screen**, **Skip
screen**, **End with Not a fit** or **Submit now**. A check can read any answer from any earlier
screen and compare it with **is**, **is not**, **contains**, **does not contain**, **is more than**,
**is at least**, **is less than**, **is at most**, **is one of**, **is not one of**, **was answered**
or **was not answered**.

**See it as a map** draws the whole flow. The arrows show what moves people on: an answer or button,
a rule, plain order, submitting, or sending failing. A screen that nothing leads to, or that has no
way on, is flagged. Drag from an answer to a screen to set where it goes.

![The rules map](https://www.eventsiq.io/docs-media/forms/06-rules-map.png "See it as a map, zoomed in on a few screens with their answers and the in order arrows between them.")

### Endings

**Endings** is the one place for what people see when the form is over, and what happens to their
lead.

![The Endings page](https://www.eventsiq.io/docs-media/website-form/editor-endings.png "The Endings page with Thank you selected, showing its message and the Lead sent label.")

| Ending             | When                                      | The lead                                  |
| ------------------ | ----------------------------------------- | ----------------------------------------- |
| **Thank you**      | After they submit                         | Sent to the routing, unless you choose **Keep it in Logs, do not send it on** |
| **Not a fit**      | When an answer, rule or button ends it    | Not sent. **Reached by** lists every way in |
| **Could not send** | When sending fails                        | The form stays open so they can try again |

**Thank you** shows **A message**, or sends them to a page with **Go to a page**. **Add to the link**
passes their answers, click IDs or page values on to that page.

**Personal messages**, on Thank you and Not a fit, show a different message to different people.
Each one matches on an answer, their location, a URL parameter, click data, the time of day or the
day of the week.

### Settings

**Settings** is one page with a section for each job.

![The Settings page](https://www.eventsiq.io/docs-media/forms/05-settings.png "The Settings page on Basics, showing Form name, Internal description and the locked Form ID, with Where leads go below.")

| Section             | What is in it                                                                                          |
| ------------------- | ------------------------------------------------------------------------------------------------------ |
| **Basics**          | **Form name**, an **Internal description** for your team, and the **Form ID**                          |
| **Where leads go**  | The routing, with **Change routing**, **Open it** and **Remove routing**, and **Field names for destinations** |
| **Behaviour**       | **Save progress so people can come back**, **Allow going back** and **Show step numbers**              |
| **Spam protection** | A **Hidden trap field** bots fill in, and a **Minimum time to finish**. Both are checked on our server |
| **Tracking**        | **Extra click ID names**, and looking up the full location before the lead is sent (adds up to 2 seconds) |
| **Who can submit**  | The websites allowed to send leads with this form. An empty list allows any website                    |
| **Scripts**         | Scripts on this form, the account's form scripts that also load here, and **Run code after submit**    |

A routing change applies straight away, to the next lead. It does not wait for **Update live form**.

:::warning{title="The Form ID is fixed once the form goes live"}
The Form ID is the key the embed uses to find the form, so it ends up in your page's code. You can
change it in **Basics** until the form first goes live. After that it is locked, because changing it
would break every page the form is on.
:::

Scripts that many forms share, such as TrustedForm or Google Tag Manager, are set up once under
**Settings → Delivery and tracking → Form scripts**. See [Form scripts](https://www.eventsiq.io/docs/global-events#form-scripts).

### Advanced: Layers and Developer

![The Advanced editor](https://www.eventsiq.io/docs-media/forms/07-advanced.png "The editor in Advanced, on Layers, with the tree of bands, screens, questions and answers.")

-   **Layers** is the whole form as a tree: bands, screens, questions, answers and buttons. Filter it
    by name, right-click a layer to rename, hide or lock it, and shift-click several to group them,
    move them to another screen, or copy and paste a style.
-   **Developer** holds **Custom CSS**, **Raw HTML blocks**, which page elements to hide around the
    form, **Screen keys**, **Page values** (one form saying something different on each page), and
    the keyboard shortcuts.

## Going live

A website form has two copies: the draft you edit, and the live form visitors see. Everything in the
editor changes the draft.

-   **Go live** checks the draft in four groups: **Questions**, **Consent**, **Where leads go** and
    **Put it on your page**. **Must fix** stops the form going live; **Worth a look** is your call.
    **Fix** takes you to the right place.
-   **Update live form** lists your changes, then makes them live. Until you press it, visitors keep
    seeing the live copy.
-   **Versions** keeps a copy of every version that went live. **Open** shows one, and **Restore as
    draft** copies it into your draft as a single step you can undo.
-   **Take offline**, in the **Live** menu, stops new leads. Nothing is deleted, and it frees one of
    the live forms on your plan.
-   **Put it on your page** gives you the code to paste, a test link, and **Where it is used**, the
    list of pages the form is on.

![Versions](https://www.eventsiq.io/docs-media/forms/08-versions.png "The Versions window with Your draft, the live version marked Live now, and older versions with Open and Restore as draft.")

[Your first website form](https://www.eventsiq.io/docs/website-form) walks through going live and embedding step by step.

## The page for other kinds of form

A Facebook, TikTok, Snapchat, Google Ads or webhook form opens on its own page instead of the editor.

![A Facebook form's page](https://www.eventsiq.io/docs-media/facebook-instant-forms/fb-4-field-mapping.png "A Facebook form's page on Match fields, with the tiles along the top and the matching board.")

Along the top: **Taking leads**, what it is **Connected to**, the **Last lead**, its **Routing**, and
how many **Fields** are matched. **View the logs** opens its leads.

| Tab              | What is on it                                                                                      |
| ---------------- | -------------------------------------------------------------------------------------------------- |
| **Match fields** | Each of the network's questions matched to your fields. **Do it for me** matches what it can by name |
| **Routing**      | Where the leads go: **Open the routing**, **Change routing** or **Take out of routing**            |
| **Connection**   | The account it comes through, or for Google and webhooks the address and key to paste              |
| **Settings**     | The name, **Taking leads**, whether to send answers you have not named, **Duplicate this source** and **Delete this source** |

## Related

-   [Your first website form](https://www.eventsiq.io/docs/website-form): building, publishing and embedding one, step by step.
-   [Fields](https://www.eventsiq.io/docs/fields): the standard fields your questions fill.
-   [Routing](https://www.eventsiq.io/docs/routing): where a form's leads go.
-   [Logs](https://www.eventsiq.io/docs/logs): every lead a form took, and what happened to it.