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Forms and Surveys — StudioM Platform Guide

Who this guide is for: Anyone collecting leads, registrations, feedback, or applications on the StudioM platform. Time to read: Approximately 10 minutes

What Are Forms and Surveys?

Forms and surveys are how you collect information from people who visit your website, landing pages, or funnels.

  • Forms are best for lead capture, registrations, applications, and contact requests — structured fields, one flow
  • Surveys are best for gathering feedback, running assessments, or collecting opinions — question-by-question format with optional branching logic

Both automatically create or update a contact record when submitted, and both can trigger automated workflows.

Important: Once created, a form cannot be converted into a survey, and vice versa. If you need to switch types, you'll need to create a new one.

How to Get There

Navigate to: Sites → Forms or Sites → Surveys (left sidebar, under Sites)

You can also access forms from directly within a funnel or website page while building it — without leaving the editor.

Creating a Form

  1. Go to Sites → Forms
  2. Click Create Form
  3. Choose a starting point:
  4. Blank — build from scratch
  5. Template — start from a pre-built structure (contact form, application, registration, etc.)
  6. Use the form builder to add and arrange fields
  7. Customise the design (colours, fonts, button text)
  8. Set what happens after submission (redirect to a thank-you page, show a message, etc.)
  9. Click Save

Adding Fields

Drag fields from the left panel onto your form. Common field types:

Field Type Use For
First Name / Last Name Contact identification
Email Contact detail + required for most automations
Phone Contact detail + enables SMS
Text (short/long) Custom questions, notes
Dropdown Choose one from a list
Checkboxes Select multiple options
Date Birth dates, appointment preferences
File Upload Collect documents or images
Signature E-signature collection
Payment Collect payment at form submission

Standard Fields vs. Custom Fields

  • Standard fields (name, email, phone) map directly to contact record fields
  • Custom fields you've set up in your account can also be added to forms — any data submitted populates the contact's custom field automatically

Form Settings

Click the Settings tab in the form builder to configure: - On Submit: What happens after someone submits — redirect to a URL, show a custom message, or go to the next page in a funnel - Sticky Contact: If enabled, the form pre-fills with known contact data if the visitor is already in your system - Facebook Pixel: Attach a pixel for conversion tracking (if applicable)

Creating a Survey

  1. Go to Sites → Surveys
  2. Click Create Survey
  3. Choose blank or a template
  4. Add questions one by one — each question is a separate "step" that the respondent sees on its own screen
  5. Add conditional logic if needed (e.g., if they answer "No" to question 3, skip to question 7)
  6. Set the completion action (redirect, message, enrol in workflow)
  7. Save

Conditional Logic (Survey Branching)

Surveys support skip logic — routing respondents to different questions based on their answers. This is useful for: - Qualification surveys (different paths for different customer types) - Feedback forms with follow-up questions based on their rating - Assessments that adapt based on responses

Adding a Form or Survey to a Page

Forms and surveys can be placed on any funnel page, website page, or landing page.

From the page builder: 1. Open the page in the builder 2. Drag a Form or Survey element onto the canvas 3. In the element settings, select the form/survey from your library 4. Adjust styling as needed 5. Save and publish the page

Sharing a standalone link: Every form and survey has its own direct URL that you can share by email, SMS, or social media — no page needed.

What Happens When Someone Submits

When a contact submits a form or survey:

  1. A new contact record is created (or an existing one is updated if the email/phone matches)
  2. Their submitted data populates the relevant fields
  3. Any workflow triggered by that form fires automatically
  4. You can see the submission in the contact's Activity timeline

Need StudioM Support for This? If you want to set up a workflow that triggers after a specific form submission, StudioM can build that for you. Contact us with the details of what you'd like to happen.

Managing Your Forms and Surveys

From the Forms or Surveys list view, you can: - Edit any form or survey - Duplicate — create a copy to use as a starting point for a new one - View Submissions — see all responses and who submitted them - Share the direct link - Embed — get the embed code to place it on an external website

Viewing Submissions

  1. Open the Forms list
  2. Click on a form
  3. Click the Submissions tab
  4. See each submission with the contact name, date, and submitted data
  5. Click any row to see the full response

Collecting Payments on a Form

You can sell products or collect payment directly through a form by adding a Payment element.

  1. In the form builder, drag the Payment element onto the form
  2. Select the product(s) to sell
  3. Configure the order summary display
  4. Save

Need StudioM Support for This? Accepting payments on forms requires your payment gateway to be connected. Contact StudioM Support if you haven't set this up yet.

Best Practices

  • Keep forms short — every extra field reduces completion rates. Only ask for what you actually need
  • Use clear labels — field labels should be plain English, not jargon
  • Always include email or phone — you need at least one to follow up
  • Set up a workflow for every form — if someone submits and nothing happens, it's a missed opportunity
  • Test your form before publishing — fill it out yourself and confirm the submission is recorded and any automation fires correctly
  • Add a thank-you message — after submission, acknowledge that you received it and set expectations (e.g., "We'll be in touch within 24 hours")

Common Questions

Q: Can I embed a form on my own external website? Yes — every form has an embed code. Go to the form, click Share/Embed, and paste the code into your website.

Q: Will the form automatically create a contact? Yes — if the submitted email or phone matches an existing contact, their record is updated. If not, a new contact is created.

Q: Can I limit form submissions (e.g., close a form after 50 responses)? This requires a workflow with a condition check. Contact StudioM Support and we can set that up for you.

Q: Can I receive an email notification every time someone submits a form? Yes — set up a workflow with the Form Submitted trigger and add a "Send Internal Notification" action to email yourself or your team. See the Workflows guide for instructions.

Q: What's the difference between a Form and an Order Form? An order form is a form with a payment element — it collects contact details and payment in one step. A regular form collects information only.

Need Help?

Contact StudioM Support any time.

  • Email: support@makoa.us (update with your actual support email)
  • Live Chat: Available inside the platform

Related guides: Workflows (Automations) · Funnels and Websites · Payments and Invoicing