Forms Overview

Build beautiful, conversion-optimized forms with Transactional Forms

Forms Overview

Transactional Forms is a powerful form builder that lets you create beautiful, responsive forms that work anywhere. Collect data, gather feedback, and process submissions with ease.

Key Features

Beautiful Form Builder

Create stunning forms with our intuitive drag-and-drop builder:

  • 27 Field Types - From simple text inputs to complex file uploads
  • Theme Presets - Choose from Minimal, Modern, Classic, Bold, or Dark themes
  • Custom Styling - Full control over colors, fonts, and layouts
  • Mobile Responsive - Forms look great on any device

Smart Field Types

Support for all the field types you need:

CategoryField Types
TextShort Text, Long Text, Email, Phone, Number, URL
ChoiceMultiple Choice, Checkbox, Dropdown, Yes/No
RatingStar Rating, Opinion Scale, NPS
Date/TimeDate Picker, Time Picker
MediaFile Upload, Image Upload
LayoutSection, Page Break, Statement

Pre-built Templates

Get started quickly with 12 professional templates:

  • Contact Form
  • Feedback Survey
  • NPS Survey
  • Customer Satisfaction
  • Lead Generation
  • Event Registration
  • Job Application
  • Support Request
  • Newsletter Signup
  • Product Review
  • Quiz/Assessment
  • Order Form

How It Works

1. Create Your Form

Use the visual form builder to design your form. Add fields, customize the theme, and configure settings.

// Or create programmatically via API
const form = await transactional.forms.create({
  title: 'Contact Form',
  description: 'Get in touch with us',
  fields: [
    { type: 'SHORT_TEXT', label: 'Name', required: true },
    { type: 'EMAIL', label: 'Email', required: true },
    { type: 'LONG_TEXT', label: 'Message', required: true },
  ],
});

2. Publish & Share

Once your form is ready, publish it and share the link:

https://usetransactional.com/f/contact-form

Or embed it directly in your website:

<iframe
  src="https://usetransactional.com/f/contact-form/embed"
  width="100%"
  height="600"
  frameborder="0"
></iframe>

3. Collect Responses

Submissions are processed in real-time:

  • View responses in the dashboard
  • Export to CSV or JSON
  • Receive email notifications
  • Trigger webhooks for integrations

4. Analyze Results

Track form performance with built-in analytics:

  • View counts
  • Submission rates
  • Drop-off analysis
  • Field-level insights

Architecture

Forms are built on top of Transactional's event-driven architecture:

Form View → Event Tracked → Analytics Updated

Form Submit → Validation → Storage → Webhook/Notification

Partial Save → Session Recovery

Event Tracking

All form interactions are tracked automatically:

EventDescription
VIEWForm was loaded
STARTUser began filling the form
FIELD_ANSWERField was answered
DROP_OFFUser abandoned the form
COMPLETEForm was submitted successfully

Access Control

Control who can access your forms:

Access TypeDescription
PublicAnyone with the link
PasswordRequires a password to access
AuthenticatedRequires user login
RestrictedOnly allowed emails/domains

Next Steps