Build and embed an intake form

Intake forms turn website visitors into requests. You build the form in Workspace369, then either paste one script tag into your site or share the form's own page. Every submission arrives in the Requests inbox with the consent the visitor gave.

Before you begin

• You need the Manage Request Form Settings permission.
• Decide what you must know from a first contact. Shorter forms get more submissions; ask only for what you need to reply.
• Have your terms and privacy policy pages ready. Visitors must accept them to submit.

Create a form

1. Open Requests, choose the settings menu in the list header, then Contact form.
2. Choose New Form, enter a name such as "Quote request", and choose Create. The URL name is generated from the name.

Form names must be unique.

Set up the form

The form editor is organized in sections:

1. Form Details. The Form Name and the URL name. The URL name is part of every embed and link, so change it before you share the form, not after.
2. Form Template. Pick a starting field set: Simple with name, email, and message; Full, which adds phone and service type; Quote Request, which adds address, date, and budget; Emergency with name and phone only; or Custom to build from scratch.
3. Visual Layout. Choose Default, Editorial, Glass, Split, Inline, or Minimal.
4. Form Fields. Drag to reorder, tap a field's badge to switch between Required and Optional, and use the eye to show or hide it.
5. Form Design. Set the Form Title, the Button Text, and the Thank You Message the visitor sees after submitting.
6. SMS Consent. Turn on the consent checkbox and review the wording. The wording follows your registered messaging use case; when it covers both service and marketing texts, the visitor sees two separate checkboxes.
7. Terms & Privacy. Enter the URLs of your terms and privacy policy. The acceptance checkbox is always shown and always required.
8. Workflow Override. Keep the workspace Default Workflow, or give this form its own notification, auto-reply, assignment, and workflow trigger settings.
9. Choose Save.

Themes in the editor preview how the form renders on your site.

Embed the form on your website

1. In the form editor, open Embed Code.
2. Choose Copy Snippet and paste the script tag where the form should appear on your page. The form renders in place and inherits the theme you chose.

The snippet has this shape:

<script src="https://369.dev/form.js" data-workspace="…" data-form="…" data-theme="…"></script>

Share the form as a page

Choose Standalone URL to copy a link to the form hosted on 369.dev. Use it in email signatures, social profiles, or anywhere you cannot add a script.

What the visitor experiences

The form shows your fields in order, the consent checkbox or checkboxes, and the terms acceptance. After submitting, the visitor sees your thank-you message. If the Default Workflow has an auto-reply turned on, they also receive it by text or email. Submissions are limited to a few per hour from the same connection to keep spam out.

Verify the form

1. Open the standalone URL and submit a test request with your own details.
2. Check that it appears in Requests as New under the right form filter, with the consent record you gave.
3. Archive the test request afterwards.

Good to know

• Renaming the URL name breaks every embed and link that already uses the old one. Update your site when you rename.
• A form stays reachable at its address as long as it exists. To stop taking submissions, remove the embed from your site.
• The first time you open Contact form settings, the previous single contact form is migrated into a form named "Contact Form".