Building forms

The builder is where you shape a form. Open any form from the Forms list to edit it.

The three-panel layout

• Left — Layers. A tree of every step and element in the form. Click to select; drag to reorder. Right-click an element to act on it (for example, wrap it in a container).
• Center — Canvas. A live, what-you-see-is-what-you-get preview of the form. Toggle mobile, tablet, and desktop to check each breakpoint.
• Right — Inspector. Edit the selected element: its content, styling, validation, and visibility rules.

Steps

Forms can be multi-step. Each step is one screen the shopper sees. Keeping a single question per step tends to lift completion rates — ask one thing, then move on. Add, reorder, and remove steps from the canvas or the layers panel.

Fields and elements

The builder offers a rich set of building blocks, grouped as:

• Fields — text, email, phone, text area, single choice, multiple choice, dropdown, image choice, and date.
• Content — headings, text blocks, images, and your logo.
• Layout — containers, rows, columns, and spacers to arrange everything.
• Actions — submit and close buttons, plus a discount display element.

Select any field to set its label, placeholder, choices, whether it's required, and how it validates.

Going further

The builder does much more than place fields. Each of these has its own guide:

• Layout & responsive design — wrap elements in containers, arrange them side by side, float them, and fine-tune mobile vs desktop.
• Themes & styles — apply a theme and create reusable style classes so a change updates everywhere.
• Logic engine — branch between steps and show or hide elements based on answers.
• Display, teasers & triggers — choose how the form appears and how often.
• Audience filtering — decide who is eligible to see it.

Versions and publishing

• Publish saves the form and makes it live. A form's display status is draft, published, or paused.
• Save named versions as you work so you can track and roll back changes.
• You can turn on AI recommendations to let Luigi suggest improvements.

Editing with Luigi

You don't have to do any of this by hand. Open Ask Luigi from the builder and describe what you want — "Add an email step with consent", "Make the button teal", "Add a discount after the survey." Luigi knows your current selection and the form's structure, and edits it for you. See Luigi, your AI assistant.

Next steps

• Branding & themes — keep every form on-brand.
• Discounts — reward shoppers for completing a form.