Forms

Forms is ConveYour’s built-in form builder, designed to help you collect structured information from contacts. Common use cases include permits, acknowledgments, confirmations, and internal data collection.

Forms allow Admin users to organize submissions, track completion status, and standardize data collection across teams.

Access Control:
As an Admin, you can restrict guest users from viewing or accessing the Forms feature.

Important Note: Add-On Feature

Forms is an add-on feature and may not be enabled on all accounts.

To enable Forms or learn more about pricing and availability, please contact our support team:

• Use the in-app chat

• Or email [email protected]

How to Navigate to Forms

1. Click the More icon in the main navigation

2. Select Forms

This will take you to the Forms dashboard where you can manage collections and forms.

How to Create a Form Collection

Form Collections act like folders and help you organize related forms.

1. Click New Collection

2. Enter a name for the collection and save

   • Example: Permits or Acknowledgments

3. (Optional) Similar to Custom Objects, you can create preset fields

   • These fields appear as columns in the forms table for easy tracking

4. Save the collection

5. Click into the collection you just created

How to Create a Form

1. Inside a form collection, click New Form (top-right)

2. Enter a Form Name, click Save, then open the form

3. Click Edit Fields to begin building the form

4. Click New Section and enter a section name

   • Sections help organize fields for better readability

5. Within a section, click Add Field

6. Configure the field:

   • Field Title

   • Field Name

   • Field Type

   • Validation settings (Required or Optional)

7. Click Save in the bottom corner of the window

8. Repeat as needed to complete your form

Submitting a Form to Contacts

You can assign a form to a contact from the Forms Tool, OR in a lesson:

From the Forms Tool

1. Open the form

2. Click New Submission

3. Search for and select the contact

4. The contact will appear below with a Status set to Pending

5. To manually mark the form as complete:

   • Click the contact’s Status

   • Select Completed

   • Click Save

This allows you to track which contacts have completed or acknowledged a form.

From a Lesson

1. Navigate to Lessons

2. Create a New Lesson or Select an Existing Lesson

3. In the Lesson, navigate to the "Data Collection" tab

4. Select "Add Form"

5. In the "Add Form" lesson item, pick your existing form

6. Set your conditions and Save