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Using the App

Build and publish a leads form

Draft a form, review it deliberately, publish it to a public link, and manage what happens after launch.

Building a leads form has three real phases: draft, review, publish. Most mistakes come from skipping the review phase, so the workflow below treats it as its own step.

Before you start

You need to know:

  • the outcome the form serves (qualifying a lead, booking a slot, capturing a partnership pitch)
  • the audience filling it in
  • the minimum data you actually need

If those three are unclear, the form's structure will be unclear too.

  1. Open Leads and create a new form.
  2. If you use the AI kickoff, describe outcome, audience, and required data in one prompt. Vague prompts produce vague drafts.
  3. Review the draft step by step. Treat it as a starting point, not a finished form.
  4. Edit step titles, field labels, required toggles, and option lists.
  5. Reorder or add steps until the flow feels natural to fill out.
  6. Open the Preview and complete the form yourself end to end on both desktop and mobile.
  7. Publish the form and copy the public link.
  8. Open the form's detail page to manage submissions, notifications, and integrations.

Review checklist before publish

  • Each step has a single clear purpose.
  • Required fields are required where it matters; optional ones are not forced.
  • Option labels are mutually exclusive (no overlapping choices).
  • Mobile preview still feels usable — tap targets, field heights, and step length.
  • Form copy matches the offer or workflow you actually run.
  • You have completed the form yourself, end to end, in preview.

Where the public form lives

The public form lives at its own dedicated page, separate from your account view. Visitors filling it in never see the rest of the app, your other forms, your data, or your account. The public link is the only thing they need.

You can unpublish a form from its detail page. Unpublishing takes the public form down so the link no longer accepts submissions. Past submissions stay where they are.

Common mistakes

  • Treating the AI draft as final copy.
  • Publishing without filling the form in yourself.
  • Leaving consent or contact fields optional by accident.
  • Vague kickoff prompts like "make a good form".

Best practices

  • Start prompts with outcome + audience + required data.
  • Keep step titles short and action-oriented.
  • Group related questions into one step.
  • Put contact and consent fields near the end unless required earlier.
  • Prefer fewer high-signal fields over long low-signal forms.

Examples

  • "Create a 3-step creator partnership form for beauty brands. Capture platform, audience size, rates, timeline, and contact details."
  • "Create a 2-step local service lead form for home cleaning. Capture location, home size, preferred time, and phone or email."
  • "Create a 4-step B2B demo request form for SaaS. Capture company size, tools used, use case, urgency, and buyer contact."

Leads overview

Understand how the Leads area fits together — forms, public links, submissions, notifications, and integrations.

Create custom elements

Use AI-assisted form interactions when a plain field is not enough — describe the interaction, review the result, then publish.

On this page

Before you startRecommended workflowReview checklist before publishWhere the public form livesUnpublishing or revoking the linkCommon mistakesBest practicesExamplesRelated pages