Forms are how you capture leads in Cornerspot — and every form you build is ready to publish to any channel. This guide walks through building one from scratch: create it, give it a name, and add a couple of fields. Once it exists, you can share it as a link, embed it on any website, publish it to your Members portal, or drop it onto a Website Builder page.
How to create a form in Cornerspot
You build forms from the Forms area of your dashboard. Here's the quickest path, start to finish.
1. Open Forms
From the dashboard, select Forms in the left-hand menu to open your forms list. This is where every form lives, with a Create form button in the top-right corner.
2. Click "Create form"
Select Create form. Cornerspot immediately creates a blank form and takes you straight to its Builder — there's no separate setup panel to fill in first. You'll name it and add fields right here.
3. Name your form
Click Settings in the top-right to open the Form Settings panel, then find the Details section. Type a clear Name for your form — this is how you'll find and link to it later, and it generates a stable slug behind the scenes. The same panel is where you choose your Layout and submission options (like whether each submission creates a CRM contact).
4. Save your settings
Click Save settings to apply the name, then close the panel to return to the Builder.
5. Add fields in the Builder
A new form already starts with First Name, Last Name, and Email from your team's defaults. To add more, click + Add Field to open the Add Field drawer. On the Standard Fields tab you can pick built-in contact fields — such as Phone and Job Title — which map straight to the contact record. Fields already on the form are hidden so you can't add a duplicate. Add as many as you need; here we add Phone and Job Title.
6. See your fields take shape
Each field you add appears in the Builder, and the Live Preview on the right updates in real time to show the form exactly as visitors will see it. (Need a question that isn't a built-in contact field? Switch to the Custom Field tab to create your own.)
Ready to publish
That's it — your form is built. To put it in front of people, open Publish & Share at the top of the form. There you can turn on a shareable CornerSpot domain link, copy an embed snippet for any external website, publish to your Members portal, or place it on a Website Builder page. Each publishing channel is also where you customize the form's styling, its submit button text, and the success message visitors see after they submit.
What happens to submissions
Every submission to this form — from any channel — lands in one Submissions inbox, tagged with where it came from. When Create Contact is on, Cornerspot matches the submitter to an existing contact by email or phone, and if there's no match it creates a new contact as a lead, so new submissions feed straight into your CRM.
Tips for a clean form
- Keep it short — ask only for the fields you'll actually use. Email is the key to matching submissions to contacts.
- Use a clear, consistent name so the form is easy to find and link to later.
- Choose a Layout (stacked, horizontal, or floating labels) that suits where you'll place the form.
- Use the Live Preview to check field widths, required markers, and the overall look before you publish.