Forms
Forms collects structured answers on a Site or in a Message and routes each submission to a Lead, Evidence or another Thing.
Forms collects structured answers on a Site or inside a Message, and routes each submission to the record it belongs to. A demo request becomes a Lead; an interview answer becomes Evidence.
Summary
| Part | This System |
|---|---|
| Group | Marketing |
| Status | Live |
| Shelf | Front: offered from a Startup’s first days |
You can ask:
- “Add a contact form to the site”
- “Ask every signup what they do”
- “Send form answers to the CRM”
- “Add a question to the signup form”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Built from | Database, Functions, Event streams |
Nouns it owns
| Noun | Definition |
|---|---|
| Form | A Form is a set of fields someone fills in on a Site or in a Message, producing a Lead, Evidence, or a Thing. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Form.create | Form | None | Form.created |
| Form.update | Form | None | Form.updated |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Form.created | By Form.create |
| Emits | Form.updated | By Form.update |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Marketing Lead |
| Team | Marketing Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
Approvals and limits
None.
Processes that use it
None.
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| The Marketing Lead’s view | The Metrics its accountable Role answers for. | Play-sourced Customers, Fully loaded acquisition cost, Organic share, Referral share, Spam rate, Play payback |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (5) |
admin | Every Verb (5) |
member | Every Verb (5) |
viewer | Read only (2 of 5) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Live |
Compliance notes
Controls it carries:
Related Systems
Example
A Marketplace for freelance translators asks buyers four questions: language pair, word count, deadline and budget. Each submission becomes a Lead with those four fields set. A buyer’s Agent submits the same Form through the API, with no screen in between.