How to share and embed a form

Save a form and it gets a link and a QR code. To put it on your own website, copy a snippet from the Share tab and paste it into your page. This article covers the 8 embed styles, their options, a contact form from start to finish, and who can respond.

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Embed it in one minute

  1. Save the form. Its link goes live when you publish, and every embed snippet points at that link.
  2. Open the Share tab and, under Embed on a website, pick a style. Standard puts the form inside your page.
  3. Set the options you want, then press Copy code.
  4. Paste the snippet into your page wherever your site accepts HTML, such as a Custom HTML block in WordPress, and publish the page.

The snippet loads the form from PulseFormCreator, so there is no plugin to install and no account to connect, and later edits to the form show up on your site by themselves.

A saved form has its own address under Your link on the Share tab, with Copy link beside it. A link suits a message: parents can open a permission slip or a media release form straight from the class chat, and a couple can text guests a wedding address form. Get QR code downloads the form's QR code as a PNG or an SVG. The SVG stays sharp at any size, so use it for print: a table card, a flyer or a poster for an event sign-up form, or a comment card by the register.

A few more ways people share: each seller passes on their own link to a school fundraiser order form, a coach posts a team t-shirt order form in the team chat, a shop puts a QR code for its business donation request form at the counter, and a speaker ends on a slide with the QR code for an event feedback form. Salons, spas and gyms hand clients a tablet at reception with a waxing intake form, a lash lift consent form, a massage consultation form or a gym health questionnaire open.

To put the link in a newsletter, open Email campaign HTML under Campaign options on the same tab. It gives you a ready-made button to paste into Mailchimp, SendGrid or Klaviyo. To use your own domain in the link, see custom domains.

The 8 embed styles

Each style is a card under Embed on a website, named as below:

  • StandardSits inside your page where you paste the snippet, and grows with the form.
  • Full PageFills the whole window, for a page that exists only to hold the form.
  • PopupOpens in the middle of the page, over your content.
  • SliderSlides in from the side of the page.
  • PopoverOpens a small panel in the corner.
  • Side TabA tab on the edge of the page that opens the form.
  • Chat WidgetA chat bubble in the corner that opens the form.
  • FeedbackA floating button that opens the form.

Popup, Slider and Popover open with the trigger you choose: On button click, As soon as the page loads, After a delay, When the visitor is about to leave (desktop), After scrolling part of the page. Side Tab, Chat Widget and Feedback stay in view and open the form when clicked.

If in doubt, choose Standard, because it is always in view. It suits a website contact form and a free quote form. A Popup or Slider suits a short form such as a subscribe form. Restaurants embed a restaurant order form with Standard, bakeries a birthday cake order form, and suppliers put a stockist order form on a trade page of their store.

Paste the snippet into your site

Press Copy code and paste the snippet wherever your site lets you add HTML: a Custom HTML block in WordPress, a Code block in Squarespace, an embed element in Wix, a Custom Liquid section in Shopify, or straight into the page of a hand-built site.

If your platform strips script tags, set Code type on the Standard card to Plain iframe (no JavaScript). It has a fixed height and none of the pop-up styles, and it still passes your page's link parameters to the form.

If the form does not appear, the snippet was probably pasted into a rich-text box that turned the HTML into text, so use a code or HTML block instead. A content security policy on your site can also block the script, and the plain iframe usually works then. Otherwise send us the page address and we will look.

Embed options

Each style shows its options above the snippet, and Preview opens a test page with the embed on it. Anything you submit on the test page is recorded like any other response.

  • Dynamic height (Standard) is on by default. The embed grows and shrinks with the form, so it never scrolls inside a box. Turn it off to set a fixed height.
  • Transparent background (Standard and Full Page) lets your page's color show through.
  • Hide form title suits a page that already has its own heading.
  • Show only once and Don't show after a response apply when a Popup, Slider or Popover opens by itself, so the same visitor is not asked again.
  • Close after submit closes a pop-up style a set number of seconds after someone submits.

Your page's own link parameters, such as ?utm_source=…, pass through to the form and are saved in hidden fields with the same names. To record which page each response came from, turn on Capture the page the form is embedded on in Settings, under Hidden fields. If an ending redirects, your whole page goes to the new address.

Add a contact form to your website

A contact form keeps your email address away from scrapers and asks for what you need to reply. In order:

  1. Start from the contact form template. It asks for a name, an email address, an optional phone number, a topic, the message and an optional file, and ends with a line saying how you use the details. Add your privacy policy link to that line.
  2. Edit the topic dropdown. Replace the options with the reasons people write to you, such as an order, a booking or a media request, so messages arrive sorted. The template asks for an order number only when the topic is an order or account, and you can add the same kind of follow-up to any topic.
  3. Keep it short. If most first contacts are general questions, the inquiry form template asks how and when to call back. If they are pricing requests, the quote request form template collects the scope, files and budget.
  4. Save it, then embed it with Standard on your contact page, since the form is the reason for the page. Keep the plain link for your email signature.
  5. Turn on Email me in the Workflows tab, so each message reaches your inbox as well as your results.

Spam protection needs nothing from you. Every new form has a hidden bot trap: a field people never see, which bots fill in. In Settings, under Spam protection, you can also refuse anything sent faster than a person could read the form. What gets caught is kept in the Spam tab of your results, out of your counts and your inbox, and Not spam puts a real message back.

Email me goes to the same addresses for every message: your own and up to 10 more. To send some topics somewhere else, add a Slack channel or a webhook and set it to run Only when answers match, which is free. On Pro, Reply-To can be the sender's own address, so replying to the notification answers them, and you can send each sender a confirmation. See email notifications.

Links that carry information

Campaign options on the Share tab builds a link with values already in it. There are two kinds:

  • Hidden fields carry information the person never sees, such as a campaign tag or a customer number. Set them up in Settings, under Hidden fields, where Add UTM fields adds the standard campaign fields for you. The link builder then has quick-fill presets for channels such as an email newsletter, Facebook or a QR code on print.
  • Pre-filled answers fill in a question for the person, who can still change it.

The values arrive with the response and can drive logic and piping. The quote request form template uses a hidden field this way: link to it with ?service=Design from your design page and the service is already picked. A testimonial form can carry the job the same way, with ?job=. A QR sticker in each cab does it for a driver vehicle inspection report, with ?vehicle=, and a separate link per shoot keeps each photography model release with its shoot.

How your link looks when it is pasted

The Share tab shows the card that Slack, WhatsApp and LinkedIn build when someone pastes your link. On the free plan it uses the form's title and description, adds a line saying it was made with PulseFormCreator, and shows our default image.

On Pro you set your own title, description and image in Settings, under Search and sharing, and our line and image go when you remove the badge. The same place has Allow search indexing: a form stays out of search engines unless you turn it on, and an embedded form is never indexed. Plans and billing lists everything Pro adds for US$20.99 a month.

Controlling who can respond

These are in Settings, under Access and limits and Spam protection. All of them are free except the last.

  • Password protection. People need the password to see or answer the form, and the link preview says only that the form is password protected. It keeps a staff-only form, such as a staff emergency contact form or a work availability form, within your team.
  • Schedule. The form opens and closes at the times you set, in the time zone you choose, which suits the deadline on a bursary application form.
  • Limit responses. The form closes itself after a set number of responses, so a day camp enrollment form can stop when the places are gone.
  • Prevent duplicates. Once per browser, once per browser or network, or once per answer, such as an email address or a staff ID. A giveaway entry form uses once per email, and a wedding RSVP form once per browser.
  • Spam protection. The hidden bot trap, plus an optional minimum time to complete.
  • Email verification. Set on an Email question: the person confirms their address with a one-time code before they can submit, and you can accept only addresses at the domains you list. This one is on PulseFormCreator Business.

When the form is not open, people see a message, and you can rewrite each one under Messages when the form is not open: before it opens, after it closes, when it is full, and when someone has already responded. The class registration form comes with a "this class is full" message ready for its response limit.

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