Forms - Complete Guide
Create powerful forms to capture leads, gather information, and automate your workflows
Video Tutorial
Watch this step-by-step guide to learn how to create, customize, and manage forms in Yobi.
💡 Pro Tips:
- • Use your brand name in form labels to ensure uniqueness
- • Set up webhooks to automate actions when forms are submitted
- • Always preview your form before publishing to test the user experience
Yobi Forms provides a comprehensive solution for creating custom forms to capture leads, gather customer information, and automate your business workflows. With powerful field types, webhook integrations, and seamless data management, Forms helps you collect and organize information efficiently.
Forms Dashboard
Access your forms dashboard to view, manage, and create new forms. The dashboard shows both published and draft forms with filtering options.
Published Forms
View and manage your live forms that are actively collecting submissions from visitors.
Draft Forms
Access forms in development that haven't been published yet for further editing.
Creating Your First Form
Follow these steps to create and publish your first form in Yobi.
Available Fields
Drag and drop from comprehensive field types:
- • Text Fields: Short Answer, Long Answer, Email, Number
- • Selection: Dropdown, Radio Buttons, Checkboxes
- • Specialized: Date Picker, Phone Number, Website URL
- • Advanced: Business Hours, File Upload (100MB limit)
Form Builder
Configure each field with:
- • Custom labels and placeholders
- • Required field settings
- • Field validation rules
- • Remove/reorder options
Live Preview
See exactly how your form will look:
- • Real-time form updates
- • Mobile responsive preview
- • Test form interactions
- • Verify field behavior
Always include your brand name in form labels to ensure uniqueness. Form names are shared across all Yobi users, so "Contact Form" might be taken, but "YourBrand Contact Form" will be available.
Publishing & Sharing
Make your forms live and share them with your audience.
Sharing Options
- • Share direct form URL link
- • Embed code for websites
- • Social media sharing
- • QR code generation
Form Management
- • View submission counts
- • Edit form settings
- • Unpublish if needed
- • Access form analytics
Webhook Integration
Automate actions when forms are submitted by connecting to your existing workflows:
- Trigger email notifications to form submitters
- Send form data to external systems or CRMs
- Create tasks automatically from form submissions