pplCRM

Web forms

Signups, RSVPs, pledges and surveys as living pages: draft → publish → archive, edited live beside a preview, with responses that are people.

2 min read

A form under Forms is a living page with a lifecycle: draft, published, archived. You pick a type when you create it (Signup, Pledge, RSVP, Request, Survey), edit it live beside a preview, and share one public link. Every response creates or updates a person, so submissions arrive as records, never a spreadsheet to import on Friday.

Create from a template

  1. Open Forms and click New formPick a starting template card, then name the form. It opens as a draft in edit mode.
  2. Turn fields on and set what’s requiredCheck a field to add it; click its Optional/Required pill to toggle. Changes apply to the live form instantly. There is nothing to save.
  3. Publish when it’s readyPublish activates the public link and the form starts accepting responses. Unpublish pauses it; the link keeps working again the moment you republish.
Email is the identity key
Every form always collects an email, always required. It’s how each response is matched to (or creates) a person. That’s why the email field can’t be turned off or made optional.

Responses are people

The Responses tab lists each submission and links straight to the person it created or updated. Every response also applies the form’s tags, including an automatic Source: <form name> tag, and joins the lists you chose under Audience, so your segmentation stays effortless. Export the responses to CSV anytime.

Share and embed

  • Copy the public link or open the standalone page from the link row.
  • Use the </> embed to drop the form into any site: an auto-updating iframe, or a raw HTML form that reflects your currently enabled fields.
  • Turn on a confirmation email to thank people automatically, or notify your team when a response lands (both under After submit).
Archive, don’t delete
A form with responses can be archived. Its public link shows a friendly closed notice and every record keeps pointing at it. Restore brings it back as a draft. Only an untouched draft with zero responses can be deleted outright.
Double opt-in and your forms
If your workspace enables double opt-in (Workspace → Communications), new subscribers confirm by email before receiving newsletters: better list quality and compliance in one setting.
Donation forms show here too
Donation pages appear in the Forms list with a Donation chip so you can see every form in one place. Because they collect card payments through your connected Stripe account, opening one takes you to the Donations fundraising builder to edit it — the amount and payment settings live there, not in the live editor.
Related

Try this on sample data.

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