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Help Center / Forms

Publish and share a form

Make a form live, share its link or QR code, limit who can fill it in, and switch it off again.

A form collects entries only after you publish it. Then you can share a link, share it inside your organisation, or embed it on a website.

Publish

Choose Publish at the top right of the form. The header then shows the status and a View live form link. After later edits, choose Publish changes.

  1. Open the Share tab and choose Share With.
  2. Under Public, copy the Form Permalink (URL) with Copy, or choose Open to see it. Shorten URL swaps in a shorter link.
  3. To hand out a code instead, download the QR Code with Download.
  4. The buttons on the right share the link to social networks and by email.

Share privately

Under Share With, choose Specific Users to pick people, or All Users for everyone in your organisation, and choose Save. These people sign in to open the form, and their identity is saved with each entry. Groups is not available yet.

The Email Campaigns card builds a link whose fields are filled from each contact's details. Choose Orbitly Campaigns or another tool and copy the link. The form needs an email, name, phone or single-line field with an alias.

Switch a form off

On Share, under Public, untick Enabled to stop accepting entries. Tick it again to turn the form back on. On All Forms the same actions are Disable form and Enable form. Your entries stay.

To remove a form, choose Delete from its menu. It goes to Trash, where you can Restore it.

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