How to share and embed a form
A form gets its link and QR code the moment it is saved to your account. This article covers both, the 8 ways to put the form on your own website, a contact form from start to finish, and the settings that decide who can respond.
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The link and the QR code
A saved form has its own address, at the top of the Publish tab with Copy link beside it. Under it is the form's QR code, to download 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 the event registration form template.
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.
Embed it on your website: the 8 styles
Under Embed on a website, pick a style and the tab writes the snippet. The names here are the ones on the cards.
- Standard: the form sits in your page where you paste the snippet. Use it for a contact page or a registration page.
- Full Page: the form fills the whole window, for a page that exists only to hold it.
- Popup, Slider and Popover: the form opens over your page, in the centre, sliding in from the side, or in a small panel in the corner. Each opens on a button click, as the page loads, after a delay, after the visitor scrolls part of the page, or when a desktop visitor is about to leave.
- Side Tab, Chat Widget and Feedback: a tab on the edge of the page, a chat bubble or a floating button. Each stays in view and opens the form when clicked.
If in doubt, choose Standard, because it is always in view. It suits the contact form template and the quote request form template. A Popup or Slider suits a short form such as the newsletter signup form template.
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. The snippet is a few lines of HTML that load the form from PulseFormCreator. There is no plugin to install and no account to connect.
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 colour 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:
- 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.
- 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.
- Keep it short. If most first contacts are job enquiries, the enquiry 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.
- 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.
- Turn on Email me in the Connect tab, so each message reaches your inbox as well as your dashboard.
Spam protection needs nothing from you. Every new form has a hidden bot trap: a field people never see, which bots fill in, and those submissions are quietly discarded. In Settings, under Spam protection, you can also refuse anything sent faster than a person could read the form.
Every notification goes to the same addresses, your own plus any you add, so there is no routing by topic. A shared inbox or a Slack channel is the usual answer. On Pro, the notification's reply-to can be the sender's address, and the sender can get a copy of their message. See email notifications.
Links that carry information
Campaign options on the Publish 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 one click adds the UTM fields. 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.
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.
- Schedule. The form opens and closes at the times you set, in the time zone you choose.
- Limit responses. The form closes itself after a set number of responses.
- Prevent duplicates. Once per browser, once per browser or network, or once per answer, such as an email address or a staff ID.
- 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 registration form template comes with a "this program is full" message ready for its response limit.
How your link looks when it is pasted
The Publish 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$21 a month.
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