> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms Overview

> Capture leads and survey responses with traditional and survey-style forms

## What are Forms?

Forms let you collect leads, gather feedback, and capture survey responses directly into your Clarky CRM. Every submission becomes a contact (or updates an existing one) and can automatically land on a pipeline stage with default tags applied.

Clarky offers two distinct form styles, so you can pick the experience that fits your audience and use case.

<Info>
  **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans).
</Info>

<CardGroup cols={2}>
  <Card title="Traditional Forms" icon="rectangle-list" href="/features/forms/traditional">
    Standard multi-field forms with all questions visible at once
  </Card>

  <Card title="Survey Forms" icon="message-question" href="/features/forms/survey">
    Typeform-style, one-question-at-a-time experience with keyboard shortcuts
  </Card>

  <Card title="Embedding" icon="code" href="/features/forms/embedding">
    Embed forms on your site and pre-fill values via query params
  </Card>

  <Card title="Submissions" icon="table" href="/features/forms/submissions">
    View, export, and manage submitted responses
  </Card>
</CardGroup>

## The Two Form Styles

<Tabs>
  <Tab title="Traditional">
    A familiar, single-page form with all fields visible at the same time. Best for:

    * Contact forms and lead capture
    * Job applications
    * Anything where users want to scan all the fields before answering
    * Forms embedded inside an existing page layout

    Traditional forms support standard contact fields (name, email, phone, address, company, job title) plus custom fields you define yourself.
  </Tab>

  <Tab title="Survey">
    A full-screen, one-question-at-a-time experience inspired by Typeform. Best for:

    * Quizzes and questionnaires
    * Multi-step lead qualification
    * Feedback or NPS-style surveys
    * High-engagement experiences where you want focus on one question

    Survey forms include a progress bar, keyboard shortcuts, auto-advance, and seven question types including a powerful nested form-fields question.
  </Tab>
</Tabs>

## What Happens on Submission

<Steps>
  <Step title="Validation">
    Required fields, email formats, and phone numbers (10+ digits) are validated.
  </Step>

  <Step title="Contact Created or Updated">
    Clarky dedupes by email and phone. New contacts are created automatically; existing ones are updated.
  </Step>

  <Step title="Pipeline Card Added">
    If the form has a default pipeline stage, the contact lands there with any default deal value and tags applied.
  </Step>

  <Step title="Submission Recorded">
    The full submission is saved to the form's submissions table for review and export.
  </Step>

  <Step title="Notification Sent">
    Team members receive an email summary with all submitted answers.
  </Step>

  <Step title="Success or Redirect">
    The submitter sees your custom success message, or is redirected to a URL you configure.
  </Step>
</Steps>

## Form Defaults

Each form can be configured with defaults that apply to every new contact it creates:

<AccordionGroup>
  <Accordion title="Pipeline Stage">
    Choose the stage where new contacts will land. Useful for routing form leads directly into a "New Lead" or "Inbound" stage.
  </Accordion>

  <Accordion title="Default Deal Value">
    Pre-populate a deal value on the pipeline card. Helpful when a specific form (like a "Request a Quote" page) corresponds to a known average deal size.
  </Accordion>

  <Accordion title="Default Tags">
    Apply tags automatically to new contacts. Great for tracking lead source ("webinar-signup", "homepage-form", etc.).
  </Accordion>

  <Accordion title="Submit Button Text">
    Customize the submit button label.
  </Accordion>

  <Accordion title="Success Message or Redirect">
    Show a custom thank-you message or send users to any URL after they submit.
  </Accordion>
</AccordionGroup>

## Getting Started

<Steps>
  <Step title="Open Forms">
    Navigate to **CRM > Forms** in your workspace.
  </Step>

  <Step title="Create a Form">
    Click **New Form** and pick a name and description.
  </Step>

  <Step title="Choose a Style">
    Switch between **Traditional** and **Survey** at the top of the editor.
  </Step>

  <Step title="Build Your Fields or Questions">
    Add standard fields, custom fields, or survey questions.
  </Step>

  <Step title="Configure Defaults">
    Set a pipeline stage, default tags, and your success message.
  </Step>

  <Step title="Embed or Share">
    Copy the embed code or share the public form URL.
  </Step>
</Steps>

<Tip>
  You can preview any form before publishing. Test submissions are flagged with an internal badge in the submissions table so they don't pollute your real data.
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Build a Traditional Form" icon="rectangle-list" href="/features/forms/traditional">
    Standard fields and custom field types
  </Card>

  <Card title="Build a Survey" icon="message-question" href="/features/forms/survey">
    Question types, shortcuts, and auto-advance
  </Card>

  <Card title="Embed on Your Site" icon="code" href="/features/forms/embedding">
    Iframe code and pre-fill via URL
  </Card>

  <Card title="Review Submissions" icon="table" href="/features/forms/submissions">
    Export to JSON or CSV
  </Card>
</CardGroup>