Using Form Builder

This guide is for editors who build forms and owners deciding where submissions go. Every step uses the labels you see on screen.

Using Form Builder (editor how-to)

How to build a form

1. Open Marketing Studio > Forms and create a new form.
2. Choose the Site, give the form a clear Name, and enter a unique Handle for the frontend component to resolve.
3. Add fields by choosing each one’s Key, Label, and Type (text, email, select, and so on). Reorder the schema entries when their public order needs to change.
4. Mark the fields people must complete as required.
5. Set validation and form settings such as Store submissions, Notification email, autoresponder, success message or redirect, and webhook URL as needed. Leave Active on only when it is ready for visitors.
6. Save the form.

How to review your forms

1. Open Marketing Studio > Forms.
2. The list shows each form’s Name, Handle, site, submission count, and whether it is Active.
3. Open any form to edit it, or create a new one.

How to embed a form on a page

1. In a compatible frontend/page surface, add Form Builder’s form element or component.
2. Configure it with the form’s Handle (or numeric ID) and save the page or layout.
3. Check the public page on the same site. The element renders only an active form resolved for that site; an inactive, missing, or cross-site handle shows its fallback instead.

How to view submissions

1. Open Marketing Studio > Form submissions.
2. Triage entries that are New, Read, Spam, or Archived.

3. Choose View payload on an entry to inspect the stored submitted fields.
4. Use Mark read, Mark spam, Archive, or the legal-hold action as appropriate. Reply is available when the system can resolve a reply email address from that submission.

How to get notified

1. In the form’s settings, set a Notification email.
2. Save and submit a test through the public form. Check the recipient inbox and spam folder; notifications are sent when the form receives a submission.

Rolling out Form Builder (for owners)

Turn on first

• One clear form with notifications. Build a simple contact or enquiry form and confirm submissions and notifications work before adding more.

Add when needed

Need	Enable
Stop junk submissions	Spam protection and Mark spam
Route enquiries to the right inbox	A Notification email per form

Don’t enable yet

• Don’t add lots of fields. Short forms get more submissions. Add fields only when you truly need the data.

Who does what

Role	First useful screen
Editor	Forms and Form submissions in Marketing Studio
Site owner	Form settings: Notification email, storage, and spam protection

Troubleshooting for editors

What you see	What it means	What to do
I’m not getting submission emails	No notification email is set, or it is in spam	Set a Notification email, submit a public-form test, and check the recipient spam folder
Lots of junk submissions	Spam is getting through	Enable spam protection and Mark spam on the junk entries
People can’t submit the form	A required field or validation is blocking them	Check which fields are required and that their rules make sense
The form isn’t on the page	Its element has no valid active form handle for this site	Check the form’s Active state, site, and handle in the page or layout element