What you will accomplish

You will create a custom form—a simple web page where customers answer questions you choose (event interest, service waitlist, feedback, and more). When you are done, you will have a shareable link and a Published form ready for your website, email, or front desk.

When to use a custom form

• You want to collect answers from people who visit your website or open house—not only existing customers.
• You need a short survey (event interest, service waitlist, feedback after a visit).
• You want a link or QR code the front desk can hand out without building a full campaign email first.
• Your standard storage registration form does not ask the questions you need.

Before you start

• You can open Marketing & Events from the dashboard sidebar.
• You know the questions you want to ask (keep the list short—five questions or fewer works best for most customers).
• You decided who may fill out the form: anyone with the link, signed-in customers only, or invite-only.

Step 1: Open the Forms tab

1. Open Marketing & Events

   From the dashboard sidebar, click Marketing & Events. You can also open Marketing & Events directly.

   Why this matters: Forms live in the same Marketing & Events section as campaigns and community tools so your team can plan outreach in one place.

2. Click Forms

   Near the top of the page, click the Forms tab. You can also open Marketing & Events > Forms directly.

   Expected result: You see the Forms heading, a New form button, and a list of forms your team has already created (or an empty state if this is your first form).

Step 2: Create a new form

1. Click New form

   Click New form in the top-right area of the page.

   Expected result: A window titled New form opens.

2. Enter a form name

   In Form name, type a name your team will recognize later. Customers may see this title on the public page.

   Good examples:

   • Cars & Coffee Interest Survey
   • Detail Service Waitlist
   • Open House Feedback

   Why this matters: A clear name helps you find the form again when responses start coming in.

3. Click Create form

   Click Create form at the bottom of the window.

   Expected result: The window closes and you land on the form editor for the form you just created.

Step 3: Add your questions

The editor opens on the Questions tab. Everything saves automatically as you type—you do not need a separate Save button.

1. Review the Questions tab

   Make sure Questions is selected near the top of the editor.

   Expected result: You see a list of question cards (or one empty card ready for your first question).

2. Add a question

   Click Add question to add a new short-text question. Open the question card and use Answer type to choose the type you need:

   • Short text — one-line answers (name, car model).
   • Long text — paragraphs (comments, special requests).
   • Number — counts (how many vehicles you store).
   • Single choice — pick one option from a list.
   • Multiple choice — pick more than one option.

   Why this matters: Matching the question type to the answer keeps responses easy to read later.

3. Write the question label

   Click a question card to expand it. Type the Question—the words customers see above the answer box.

   Example: Which events interest you most?

4. Mark required questions

   Turn on Required for questions customers must answer before they can submit.

   Expected result: Required questions show a marker on the public form.

5. Reorder if needed

   Drag the handle on the left side of a question card to move it up or down.

   Why this matters: Put the easiest questions first so customers are more likely to finish the form.

Step 4: Set who can fill out the form

1. Open the Settings tab

   Click Settings near the top of the form editor.

2. Add a short description (optional)

   In Description, explain what the form is for. Example: Tell us which events you would like to attend this season.

   Expected result: The description appears under the form title on the public page.

3. Choose who can fill out this form

   In Who can fill out this form, pick one option:

   • Anyone with the link — best for website visitors and open-house guests.
   • Signed-in customers only — only people logged into your customer portal.
   • Invite link only — only people who have your special invite link (shown in Advanced settings).

   Why this matters: Public forms are great for lead capture. Customer-only forms are better for surveys that should not be filled out by strangers.

Step 5: Publish and share the link

1. Turn on Published

   Near the top-right of the form editor, flip the Published switch to on.

   Expected result: The badge changes from Draft to Published. Only published forms accept new responses.

2. Open the share menu

   Click Share (or the share icon) next to the Published switch.

   From the menu you can:

   • Copy link — paste into email, text, or your website.
   • Open link — see the live public page in a new tab.
   • QR code — download a QR image for posters or the front desk.

   Why this matters: Customers need the public link—not the dashboard editor URL.

3. Test the form yourself

   Open the public link in a new browser tab. Answer every required question and submit once.

   Expected result: You see your success message (or a thank-you screen). When you return to the Forms list or open Results, the test response appears there.

What success looks like

• The form shows Published on the Forms list.
• You can open the public link without signing in (when visibility is Anyone with the link).
• A test submission appears on the Results page.
• Your team knows where to find answers: Review form responses and export.

Common mistakes to avoid

• Do not share the dashboard editor link—customers cannot use it. Copy the public link from Share.
• Do not leave the form in Draft and wonder why no one can submit answers.
• Do not add twenty questions—shorter forms get more completed responses.
• Do not forget to tell the front desk which form link to use for each event or promotion.

Troubleshooting

What to do next

1. Review form responses and export — read answers, view charts, and download a CSV.
2. Create a campaign — email the form link to customers who should fill it out.
3. Marketing & Events overview — see how forms fit with campaigns, events, and community.