Build forms and surveys

1. 1

   Create a new form

   Go to Sites, then Forms, and click + Create New Form. For surveys, use Sites, then Surveys.

2. 2

   Add your fields

   Start from a template or blank, add your fields, and mark the important ones required.

3. 3

   Set notifications

   Set the email notification to your team, an automatic reply to the customer, and the thank you message.

4. 4

   Test it

   Save, preview, and submit a test entry.

5. 5

   Put it on your site

   Click Integrate to copy the code for your site, or share the direct link.

Good to know

• Everyone who submits becomes a contact automatically. See entries under Submissions.
• Add a consent checkbox if you'll text or email people who fill it out. See /how-to/stay-compliant.
• You can't turn a form into a survey later. Pick the right one at the start.
• Want it on your RiverX website? Email betty@riverxai.com and we'll place it.