Forms are how you capture leads in Cornerspot — and every form you build is ready to use right away. Once a form exists, you can drop it onto a website page, share it as a link, put it in your Members portal, or embed it on any external site, with no separate publish step. This guide walks through building one from scratch: create it, add a couple of fields, and set what people see when they submit.
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 to open the create panel. It slides in from the right so you never lose your place in the list.
3. Name your form
Enter a Name — this is the only field you have to fill in. As you type, the Slug fills in automatically (you can still edit it; it’s a stable identifier used in templates). You can also add an optional description here.
4. Create the form
Click Create. Cornerspot saves the form and takes you straight to its builder, where you’ll add fields and fine-tune the details.
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 in the Builder to open the Add Field drawer. On the Standard Fields tab you can pick built-in contact fields — such as Phone, Job Title, and Status — 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.)
7. Set the submit text and success message
Click ⚙ Settings, then open the Details section. Here you can change the Submit Button Text and the Success Message visitors see after they submit (you can also add an optional Redirect URL). These start from your team defaults and can be edited per form.
8. Save your settings
Click Save settings to apply your changes. That’s it — your form is built and ready to use. Because forms are embeddable on your own site just by existing, you can place it on a website page right away, or open the Publish… wizard to share it as a link, in your Members portal, or on an external site.
What happens to submissions
Every submission to this form — from any channel — lands in one Submissions inbox, tagged with where it came from. 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.
- Write a success message that confirms what happens next, or set a redirect URL to send visitors to a thank-you page.
- Use the Live Preview to check field widths, required markers, and your submit button before you share the form.