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Intake Forms¶

Intake forms are publicly accessible forms that collect company and contact information from prospective clients. When a visitor submits an intake form, their data is saved to the platform as an Account and Contact — and optionally, an Assessment is automatically created for them.

Overview¶

Each intake form is a configuration that controls:

• Which pages appear in the form (company lookup, contact info, county, industry, etc.)
• Whether an assessment is automatically created upon submission
• Which contact fields are required
• Custom branding for the landing and methodology intro pages
• Whether an email notification is sent upon submission
• A legal agreement page the user must accept

The same form can be shared as a URL link and accessed by anyone without logging in. Multiple configurations can exist, but only one is the default (used when no specific formId is provided in the URL).

Managing Intake Forms¶

Navigate to Settings → Intake Forms to view all configurations.

The List View¶

Each intake form appears as a card showing:

• Assessment icon and name — the assessment definition linked to this form, or "No Assessment" if the form is data-collection only
• Form name — the internal name you gave the configuration
• Description — optional short description
• Active badge — shown when this form is the default
• Version — increments automatically on every save
• Updated date — when the configuration was last changed

Cards are sorted by most recently updated. Click any card to open the editor.

Filtering¶

Actions Menu¶

Click the three-dot (⋮) menu on any card to access:

Import Options¶

Two buttons allow you to create a new form from an existing configuration:

• Upload — Select a .json file from disk; creates a new configuration named "Pasted Intake Form" (or "Pasted Intake Form (2)" etc. to avoid collisions)
• Paste — Opens a dialog where you can paste JSON directly or read from the clipboard

These are useful for copying configurations between environments or sharing form designs with other organizations.

Creating a New Form¶

Click New Intake Form (top right) to open the editor in create mode.

Editing a Configuration¶

The form editor is divided into several sections. Changes are only saved when you click Save Changes.

Basic Information¶

Quick Setup (Presets)¶

Click a preset button to auto-populate all settings at once. You can then customize any section afterward. Available presets:

Behavior Settings¶

Assessment Configuration¶

Visible only when Create Assessment is enabled.

Parent Assessment — Select the assessment definition to create. When you pick a parent that has child assessments, the children are automatically included and listed below with their own target response fields.

Target Responses — The number of submissions before the assessment is considered complete.

Child Assessments — Listed automatically from the parent definition. Each child can have its own target response count (defaults to the parent's target).

Assessment Name Template — Controls how the created assessment is named. The default is {{account_name}} {{assessment_name}}. Available template variables:

Page Configuration¶

Select which pages appear in the intake form. Company Selection and Contact Form are always required and cannot be removed.

Required Contact Form Information¶

Select which contact form fields are required. Fields marked as "always required" (First Name, Last Name, Email Address, Company Name) cannot be changed.

Legal Agreement¶

Visible only when the Legal Agreement page is enabled in Page Configuration.

A rich text (HTML) editor for the legal agreement text shown to users. When you first add the Legal Agreement page, this field is pre-filled with the platform's default EULA text, which you can customize or replace entirely.

Landing Page Branding¶

Visible only when Show Landing Page is enabled.

Methodology Page Branding¶

Visible only when Show Methodology Page is enabled.

The Public Intake Form URL¶

Every intake form has a shareable URL:

https://yourplatform.com/intake-form?formId={uuid}

• The UUID is the form's unique identifier, visible in the browser URL when editing it
• Use the Copy URL action from the list view to get this link quickly
• This link requires no login — anyone with the link can submit the form
• If formId is omitted, the platform uses the currently active default form

You can share this URL via email, embed it in a website, or use it as a landing page link.

How the Default Form Works¶

Only one intake form can be the default at a time. The default form is used when:

• Someone visits /intake-form without a formId parameter
• An integration links to the intake form without specifying a particular config

Setting a form as default automatically deactivates the previously active form. The Active badge in the list view shows which form is currently the default.

Export and Import¶

Configurations can be shared across environments or backed up:

1. Export: Use Download Config from the action menu to save a JSON file
2. Import: Use Upload on the list page to create a new config from a JSON file, or use Paste to paste the JSON directly

When importing, a new configuration is created with a generated name. You can then rename and edit it before making it the default.

Email Notifications¶

Each form can send an email notification when a new submission is received. To configure this:

1. In the form editor, find Email Notification in the Behavior Settings section
2. Enable the Email Notifications toggle
3. Enter the email address that should receive notifications

The notification is sent to a single address. For multiple recipients, consider a distribution list.

What Happens When Someone Submits¶

When a visitor submits the intake form, the platform automatically determines the right action based on whether the company and respondent are already in the system and whether an open assessment already exists for them.

Submission outcomes by scenario¶

The table below covers every combination of whether the company and respondent are already known to the platform, and what status any existing assessment is in.

How child assessments work¶

Some assessment types include a primary assessment and one or more sub-assessments (for example, a company-level survey and an employee-level survey). The intake form handles these automatically:

• When a visitor is directed to an existing open assessment, they go to the primary assessment. The sub-assessments are already in place and do not need to be recreated.
• When a new assessment is created, the platform automatically creates the primary assessment and all associated sub-assessments at the same time.

Error messages¶

If something prevents the form from completing, an error message is shown. The visitor can click Retry to try again or Close to return to the home page.

Tips¶

• Versioning — Every save increments the version number. Use descriptions to note what changed between versions.
• Testing a form — After creating a config, copy the URL and open it in an incognito/private browser window to experience it exactly as a new visitor would.
• Preset + customize — The fastest way to create a new form is to apply a preset, then make targeted adjustments.
• Data-only forms — Disable Create Assessment to use the intake form purely for data collection without triggering any assessment workflow.
• Multiple forms — You can have many inactive forms (e.g., for different regions or assessment types) and share their specific URLs without affecting the default form.