Help center: guides for building forms

Guides to building a form, sharing it, exporting the answers and what happens after someone submits, plus your team, the API, plans and moving from Tally.

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Building a form

From an empty editor to a finished form, and the logic that decides who sees which question.

Sharing and embedding

Links, QR codes, forms on your own website and your own domain, and who is allowed to respond.

  • How to share and embed a form Share a form by link or QR code, or embed it on your website in 8 styles, from an inline form to a chat widget. Steps, options and fixes.
  • Custom domains for forms and email On Pro, share forms at your own domain, such as forms.yourcompany.com, and send their emails from your own address. The DNS steps and what each status means.

Results and integrations

Reading and exporting the answers, response PDFs, and sending responses to the tools you already use.

  • Export form responses to CSV or Excel Download form responses as CSV or Excel on any plan, see what each column holds, and read the Summary, Insights, Partial and Spam tabs.
  • Form integrations: Sheets, Slack, Notion Send form responses to Google Sheets, Slack, Discord, Notion, Airtable, email or any webhook, and on to other apps through Zapier, Make or n8n.
  • Download responses as PDFs Download any response as a PDF, combine up to 100 responses in one file, or attach a PDF of the answers to your notification emails. On every plan.

Workflows

What happens after someone submits: triage, People, replies, approvals, bookings and follow-ups.

Privacy and data

Anonymous mode, what we store and how to delete it.

Plans and billing

What each plan includes, how billing works and what fair use means.

Account, team and API

Signing in with a code, teammates and their roles, and API keys.

  • Signing in with an email code PulseFormCreator has no passwords: you sign in with a one-time code sent to your email. How it works, and what to do when the code does not arrive.
  • Teams and roles: invite your team Invite teammates on Pro or Business as an admin, editor, builder or viewer. What each role can do, how invites work, and what happens if the plan changes.
  • Public API: keys, endpoints and limits Read your forms and responses from your own code, free on every plan. Create a key, send it as a Bearer token, and stay under 100 requests a minute.

Moving from Tally

Bringing a form and its responses across without rebuilding it by hand.