Share or embed a form

Share a link to your form in emails, chats or a QR code, or put the form on your website so visitors can reach you without leaving the page. Responses arrive in Agiled either way.

Share a linkCopy Anchor Link

1. Open CRM › Forms and select the form.
2. Select Copy link.
3. Paste the link into your email, message or website button.

You're done when the link opens the form for someone who isn't signed in to Agiled.

Put the form on your websiteCopy Anchor Link

1. Open CRM › Forms and select the form.
2. Select Share / Embed.
3. Choose how it appears: Inline embed (inside the page), Floating pop-up button, or Pop up via element click (opens when someone clicks your own button).
4. Pick the Theme (Auto, Light or Dark) and the Brand color.
5. Select Copy code and paste it into your website page, or give it to the person who looks after your website.

You're done when the form appears on your published page and a test response shows in the form's Submissions.

Test it onceCopy Anchor Link

Send one response yourself from the page your visitors will use, then check it in Submissions and open the record it created. See Review form responses.

Good to knowCopy Anchor Link

• The form page shows the total number of responses, a preview of the form, and its notification email, redirect and success message.
• Editing fields doesn't need new embed code. Replacing the form with another one does.
• If the direct link works but the embedded form doesn't, check your website's page builder, cache or script settings, then publish the page and try again.
• Test the published page, not only your website builder's preview.

RelatedCopy Anchor Link

• Create a form
• Review form responses
• What your clients see