What it does
Lets you build your own forms — surveys, contact forms, applications, registration pages, feedback questionnaires — without touching code. Drag in fields, organize them into sections, design how it looks, publish it as a public page, and watch the responses roll in. You can share the form by URL, embed it on your site, or print a QR code.
Who can use it
Anyone with read permission for Custom Forms.
Creating/editing/deleting needs the matching permission.
Verify your email before creating your first form.
How to get here
From the sidebar, open Marketing and click Custom Forms.
Step-by-step: create a new form
Click Create Form.
Pick: Use a template or Blank form.
Fill in: Form Name (100 char max), Description (optional) (rich text), Header Image.
Click Create Form.
Step-by-step: add sections and fields
Two areas: Builder and Live Preview.
Add a section with name and description.
Add fields by type:
Basic: Text Field, Textarea, Email, Phone, Number Input.
Input: Date Picker, Date & Time, URL Field, Range Slider, Color Picker, Currency.
Selection: Select Dropdown, Multi-select Dropdown, Radio Buttons, Checkboxes, Toggle Switch.
Upload: File Upload, Image Upload, Video Upload.
Advanced: Rich Text Editor, Rating (star/NPS/emoji), Signature, Address.
Layout: Heading, Paragraph, Divider.
For each field: Title, Placeholder, Required, options.
Drag to reorder; drag between sections.
Live Preview updates as you go. Click View Form for the public version.
Step-by-step: design how the form looks
Switch to Design sub-tab.
Pick fonts, colors, button styles, spacing. Turn on Stepper Mode for wizard-style.
Save.
Step-by-step: publish your form
Flip the Publish toggle. Button becomes Published with green check.
Public form URL becomes accessible. Header shows green Live.
Can't publish empty forms — need at least one active field.
Step-by-step: share or embed the form
Click Share. Options:
Form URL — full public link.
Embed Code — paste HTML into your site.
Short URL — branded short link.
QR Code — download as PNG.
No account needed to fill in.
Step-by-step: view and manage responses
Click the entries icon on a form.
See Statistics panel and Entries Table.
Use search or Advanced Filter by field value, date, submitter.
Click rows for full response in a side panel.
Step-by-step: export entries
Open export menu in statistics panel.
Pick CSV or JSON.
Tick rows first for a subset.
Step-by-step: edit a published form
Edits go live on save. Old responses stay as they were. To unpublish, click Published toggle.
Tips & limits
Plan caps monthly forms. "Custom Form Limit Reached" modal at limit.
Form names <100 chars; descriptions <2000.
File uploads count against storage quota.
Sections group fields and reduce overwhelm.
Stepper Mode for applications and onboarding.
Header Image sets the tone.
Rating supports stars, NPS (0-10), emoji.
FAQ
Do people need a Nautis account?
No. Form is public.
Can I make a field required?
Yes — toggle Required in field settings.
Can I reorder fields?
Yes — drag and drop. Move between sections too.
What happens to responses if I delete a field?
Existing responses keep old data; field no longer appears on form/export. Export entries first if unsure.
Can I have more than one form?
Yes — up to your plan's monthly cap. Each has its own URL, theme, entries.
My form won't publish — why?
Need at least one active field.
How do I let people upload files?
Add a File/Image/Video Upload field. Counts against storage.
Can I generate a QR code?
Yes — Share dialog → QR Code → Download QR Code.