# Capture forms and surveys

> Build forms and surveys, publish them as a link or an embed on your own website, and see every response land in Prevarro.

*This article is being updated.*

**Capture** is where you build the forms and surveys people fill in to reach your business. You publish one as a page of its own or embed it on your website, and each response lands in Prevarro as a contact you can follow up.

By default, the Owner and Managers can create, build, publish and delete forms. Everyone else can look, and sees those buttons turned off.

## Your forms and surveys

Go to **Capture** to see every form and survey, with its type, status, number of slides and number of submissions. Filter by **Type** (**Form** or **Survey**) or **Status** (**Draft**, **Published** or **Archived**), or search by name.

Select a row to open it. Its menu also offers **Open**, **Duplicate**, **Publish** or **Unpublish**, and **Delete**. Deleting a form deletes its responses with it and can't be undone, so Prevarro asks you to type **delete** to confirm.

## Start a new one

1. Go to **Capture** and select **New capture surface**.
2. Pick a starting point: **Lead enquiry form**, **Multi-slide survey**, **Detailed brief** or **Start from scratch**. Everything stays editable.

The builder opens on the new form.

## Build it

A form opens on three tabs: **Build**, **Responses** and **Analytics**. Changes save as you go. The header shows **Saving...** while a change saves and **Saved** for a moment once it has, or **Not saved** if it didn't save.

On the **Build** tab:

- **Slides.** A form is a row of slides across the top. Select **Slide** to add one. To move a slide, drag it along the row. Or move to it with the Tab key, press Space to lift it, use the arrow keys to move it, and press Space again to drop it (Escape cancels). The contact slide always stays last. Turn it on or off with the **Contact slide on** / **Contact slide off** button. A form keeps at least one slide.
- **Fields.** Add questions from the list on the left. Use **Search fields** to find a type. Select a field on the slide to edit it on the **Field** tab.
- **Where answers go.** Under **Maps to**, choose where each answer is stored, such as a contact's email. Use **Search the data registry** to find a field. An email field goes to the contact's email and a phone field to the contact's phone on their own. Every other field starts on **Survey response**, which keeps the answer with the response. If you choose **Not mapped**, the answer is still shown on the response, marked **Not mapped**, but isn't stored anywhere else. If a destination can't take that kind of answer, the form won't save until you change it.
- **Slide settings.** On the **Slide** tab, add a **Privacy message** to the contact slide. Select **Survey logic** to show a slide only when an earlier answer matches, or to send people to a later slide or a web address. Rules run top to bottom, and the first match wins. Select **Save logic** to keep your changes.
- **Opportunities.** On the **Slide** tab, under **Opportunity on submit**, pick a **Pipeline** and **Stage**. Each submission then opens an opportunity there, or joins the contact's open one in that pipeline. Leave **Pipeline** on **No opportunity** to add the contact alone.
- **Design.** On the **Design** tab, set the accent colour, font, corners, card style, logo and submit button.

Switch to **Preview** to try the form. Choose **Classic** or **One question**, and **New visitor** or **Known contact**.

## Publish it

1. Select **Publish** in the header. It waits until your latest changes are saved.
2. Under **Hosted page link**, set the end of the form's own web address. Select **Copy** to copy the link.
3. Under **Embed on your site**, select **Copy** to copy the code for your website. The embed can't be broken by your site's styles.
4. Select **Publish now**. You'll see **Published - version** with its number.

Visitors see the version you last published. Changes you make afterwards reach them when you publish again. Each response records the version it was answered on.

To take a form down, choose **Unpublish** from the **More actions** menu (⋯) or from its row. **Archive** makes a form read-only. Choose **Restore** to edit or publish it again.

## What your visitor sees

The form saves answers on the visitor's device as they type, and submits even if they go offline. After they submit, they're told where it stands:

- **Thanks - we've received your submission.**
- **Received - we've saved this safely and it will be processed shortly.**
- **Saved on this device - we'll send it as soon as you're back online**, with a **Retry** button.

If the form can't load, they see **This form cannot be loaded right now**, and anything they typed stays on their device until it goes through.

## Responses

The **Responses** tab lists every submission, newest first. Narrow it by date (**All time**, **Today**, **Last 7 days** or **Last 30 days**) or by source (**Hosted**, **Embed** or **API**).

A complete submission creates or updates a contact, matched so the same person isn't added twice. A visitor who leaves partway shows in the list as **Didn't finish - no contact yet**, and as **Partial** when you open it.

Select a submission to see every answer beside where it was stored, and a **Captured automatically** section with the page it came from and where it was placed. To remove it, choose **Delete** from its menu. This can't be undone.

The **Delivery** column shows whether each submission has landed. If it reads anything other than **Landed**, see Why hasn't this submission landed?

## Analytics

The **Analytics** tab shows how many people viewed the form, how long they took, how many completed it, which slides they reached, and where completed responses came from. Choose a **Served version** to look at one version, or **All versions**.

## Sending submissions from another system

If another system, such as your own website code, sends submissions to your business, it needs a key. People who manage Capture's settings set this up:

1. Go to **Settings → Integrations**.
2. Under **Developer & data**, open the **Ingest API** card.
3. Select **New API key** and give it a **Key name**.
4. Under **Capture surface**, choose the form it sends to. A key sends to that one form alone. **Generate** stays off until you've named the key and picked a form.
5. Select **Generate**. Copy the key straight away. It won't be shown again.

A system that signs what it sends uses a signed source instead. Under **Signed sources**, select **New signed source**, name it and pick its form in the same way. Its secret is also shown once. Choose **Rotate** if it's lost.

The card reads **Active** while it has a key or source that hasn't been revoked, and **Not configured** otherwise. **Held submissions** lists anything still waiting to land. For what to do there, see Why hasn't this submission landed?