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

# Navattic Forms

> Capture and track visitor information through forms in your demos

<Frame>
  <img src="https://mintcdn.com/navattic-app/eEo16-sBVsd0fYuf/images/form-builder.png?fit=max&auto=format&n=eEo16-sBVsd0fYuf&q=85&s=0e33d09bcdb79fa0f78db22e09877ab6" alt="Form builder" className="rounded-xl border" width="2916" height="1792" data-path="images/form-builder.png" />
</Frame>

<Icon icon="file-text" /> **Forms** are one of the most effective ways to capture visitor information during demos. Forms can identify visitors, qualify leads, and trigger personalized follow-ups based on demo engagement.

## Why use forms in demos?

Forms serve multiple purposes in your interactive demos:

* **Lead capture**: Collect visitor contact information for follow-up
* **Lead qualification**: Gather company and role information to prioritize outreach
* **Personalization**: Use form data to customize the demo experience
* **Analytics**: Track conversion rates and identify drop-off points
* **Integration**: Sync form submissions with your CRM and marketing automation tools

### How to create a form

Forms can be created from within the flow builder or on the forms page. Once a form has been created, it can be reused across different demos. To create a form, follow these steps:

<Steps>
  <Step title="Click +Create on the Forms page">
    Click `+Create` to be taken directly into the form builder.
  </Step>

  <Step title="Add form fields">
    Add form fields by clicking on the <Icon icon="text-cursor-input" /> [Properties](/tracking/forms/properties) in the left sidebar. Every form field has an associated property. A property is field of information stored on a Visitor or an Account.

    Mark the field as `required` if you want to require every visitor to fill it out. <img src="https://mintcdn.com/navattic-app/eEo16-sBVsd0fYuf/images/form-builder-properties.png?fit=max&auto=format&n=eEo16-sBVsd0fYuf&q=85&s=3679c186d1390ea7eab2752153f81450" alt="Form builder properties" width="1736" height="768" data-path="images/form-builder-properties.png" />
  </Step>

  <Step title="Adjust settings (optional)">
    Adjust the settings of the form by clicking `Settings` in the top right. You can configure things like the submit button text, the company logo on the form, and the repeat visitor behavior.

    <Tabs>
      <Tab title="Skip if already identified">
        Visitors who have already submitted the form will bypass it and continue to the next step.
      </Tab>

      <Tab title="Pre-fill previous submissions">
        Form fields are automatically populated with data from the visitor's previous submissions.
      </Tab>

      <Tab title="Leave form blank">
        Form fields remain empty regardless of previous submissions, requiring visitors to fill out all fields again.
      </Tab>
    </Tabs>

    <img src="https://mintcdn.com/navattic-app/eEo16-sBVsd0fYuf/images/form-builder-repeat-behavior.png?fit=max&auto=format&n=eEo16-sBVsd0fYuf&q=85&s=744f2289c98dfeb125a166e0dd144be6" alt="Form builder repeat behavior" width="1736" height="768" data-path="images/form-builder-repeat-behavior.png" />
  </Step>

  <Step title="Publish your form ">
    Once you've finished adding form fields, click `Publish` to save your form. Inside the form builder, you can now add the form by adding a form step and selecting the form.
  </Step>
</Steps>

<Icon icon="party-popper" /> **Congratulations** -- you've finished building your first form, next learn how to view submissions and connect it to your CRM.

<CardGroup cols={2}>
  <Card title="Form Submissions" icon="table" href="/tracking/forms/submissions">
    View and export form submission data
  </Card>

  <Card title="Field Mappings" icon="arrow-left-right" href="/integrations/field-mappings">
    Configure how form fields map to your CRM
  </Card>
</CardGroup>

#### FAQs

<AccordionGroup>
  <Accordion title="How do I remember form submissions between sessions?">
    <Info>
      Cookies must be enabled on the demo for properties to persist between sessions. Workspace admins can enable cookies by default within the Workspace **Settings** > **Defaults** > toggle on **Cookie tracking.**

      To enable cookie tracking for just one demo, locate the demo in the **Product Demos** tab > Click the three dots that appear when you hover over the demo > **Edit details** > toggle on **Cookie tracking.**
    </Info>
  </Accordion>

  <Accordion title="Form submissions aren't appearing when I test — what should I check?">
    Ad blockers and browser privacy extensions can intercept Navattic's form tracking events, causing submissions to appear missing during testing even when they would work for real visitors.

    If you're testing a form and submissions aren't showing up:

    1. Disable any ad blockers or privacy extensions for the page you're testing on.
    2. Alternatively, open the demo in an incognito/private window with extensions disabled.
    3. Re-submit the form and check again.

    Real visitors without ad blockers will not experience this issue.
  </Accordion>
</AccordionGroup>