Forms: Collect Contact Information with Ease

Forms in Subflow allow you to easily collect information from your contacts via a shareable link. Whether you’re gathering intake details, feedback, or survey responses, forms help streamline data collection and automatically sync responses to each contact’s profile.

Use Cases for Forms

• Patient intake or onboarding

• “Contact Us” forms

• Health questionnaires

• Surveys and feedback requests

• Consent collection for SMS or email communication

Forms are mobile-friendly and can be sent via SMS, email, or embedded on a webpage.

Accessing Forms

To manage your forms:

1. Click “Forms” in the left-hand navigation.

2. You’ll land on the Forms Table, where you can:

   • View all previously created forms

   • Search and filter to find specific forms

   • Edit, duplicate, or archive existing forms
     
     

Creating a New Form

1. Click “New Form” in the top-right corner.

2. You’ll be directed to the Form Builder Interface:

   • The form preview is on the right

   • Your available contact fields are on the left

Adding Fields

• Use the search bar to locate specific fields

• Click the “+” icon to add a field to your form

• Drag and drop fields to reorder them as needed

Fields must be created in the Fields section first. Learn more here: Using Contact Fields

Form Settings

Click the “Settings” tab to customize your form:

1. Form Name & Description

• Give your form a clear internal name

• Add a description (optional) to help identify its use

2. CTA Button Text

Customize the call-to-action button at the end of the form:

• Examples: “Submit,” “Finish,” “Subscribe,” “Continue”

3. Communication Consent Settings

• Enable toggles to collect SMS and/or Email consent

• Subflow will automatically include the correct compliance language

• You can make these fields required or optional

4. Create or Update Contact Records

When a form is submitted:

• If the contact does not exist, Subflow will create a new record

• If the contact already exists, their profile will be updated with the new field data

⚠️ This allows for seamless updates and avoids duplicate contacts

5. Appearance Settings

Customize the look and feel of your form:

• Set the number of columns (1 or 2-column layouts)

• Adjust form width and spacing

• Choose colors, font sizes, and more

🎨 Coming Soon: More layout options, step-by-step pagination, conditional fields, and advanced visual styling tools.

Sharing Your Form

After saving your form, you’ll receive a unique URL that you can:

• Send via SMS or email

• Add to a conversation, broadcast, or workflow

• Embed on your website or landing page

✅ Best Practices

• Keep forms short and focused on their goal

• Group fields logically (e.g., contact info first, details after)

• Use required fields only when absolutely necessary

• Always enable communication consent if you plan to message your contacts

• Use tags or hidden fields to track form source or purpose

Need help designing your first form or connecting it to a workflow? Reach out to support@subflow.com and we’ll be happy to help!