Forms - Complete Guide
Create powerful forms to capture leads, gather information, and automate your workflows
Yobi Forms provides a comprehensive solution for creating custom forms to capture leads, gather customer information, and automate your business workflows. With powerful field types, webhook integrations, and seamless data management, Forms helps you collect and organize information efficiently.
Video Tutorial
Watch this step-by-step guide to learn how to create, customize, and manage forms in Yobi.
Ready to play
- •Use your brand name in form labels to ensure uniqueness
- •Set up webhooks to automate actions when forms are submitted
- •Always preview your form before publishing to test the user experience
Forms Dashboard
Access your forms dashboard to view, manage, and create new forms. The dashboard shows both published and draft forms with filtering options.
Published Forms
View and manage your live forms that are actively collecting submissions from visitors.
Draft Forms
Access forms in development that haven't been published yet for further editing.
Creating Your First Form
Follow these steps to create and publish your first form in Yobi.
Available Fields
Drag and drop from comprehensive field types:
- • Text Fields: Short Answer, Long Answer, Email, Number
- • Selection: Dropdown, Radio Buttons, Checkboxes
- • Specialized: Date Picker, Phone Number, Website URL
- • Advanced: Business Hours, File Upload (100MB limit)
Form Builder
Configure each field with:
- • Custom labels and placeholders
- • Required field settings
- • Field validation rules
- • Remove/reorder options
Live Preview
See exactly how your form will look:
- • Real-time form updates
- • Mobile responsive preview
- • Test form interactions
- • Verify field behavior
Always include your brand name in form labels to ensure uniqueness. Form names are shared across all Yobi users, so "Contact Form" might be taken, but "YourBrand Contact Form" will be available.
Form Management
Organize and manage your forms effectively with status tracking and collaboration features.
Form Status Types
User Collaboration
Track form ownership and manage team access:
- Filter forms by creator (show your forms or all users' forms)
- Each form displays who created it and when it was last updated
- Team members can collaborate on form editing based on permissions
Publishing & Sharing
Make your forms live and share them with your audience.
Sharing Options
- • Share direct form URL link
- • Embed code for websites
- • Social media sharing
- • QR code generation
Form Management
- • View submission counts
- • Edit form settings
- • Unpublish if needed
- • Access form analytics
Webhook Integration
Automate actions when forms are submitted by connecting to your existing workflows:
- Trigger email notifications to form submitters
- Send form data to external systems or CRMs
- Create tasks automatically from form submissions
Managing Submissions
Track, analyze, and export form submission data effectively.
Submission Data
- • Complete form responses in table format
- • Submission timestamps and dates
- • Contact information and details
- • Easy-to-read organized columns
Data Export
- • Download CSV for Excel analysis
- • Export all or filtered submissions
- • Import into CRM systems
- • Generate reports and analytics
Forms Best Practices
- Use clear, descriptive field labels that users can easily understand
- Include your brand name in form titles to ensure uniqueness
- Set appropriate file upload limits and accepted file types
- Use required field validation only for essential information
- Preview and test forms thoroughly before publishing
- Set up webhook automation to streamline your workflow
- Export submission data regularly for analysis and backup