How to publish a form to several channels at once with the Publish wizard in CornerSpot

You don't have to publish a form one place at a time. The Publish form wizard lets you send a single form to several channels in one flow — a public shareable link, your Members portal, and an embed on an external site — stepping through only the screens each channel needs and reviewing everything before anything goes live.

How to publish to several channels at once

Open the form you want to publish, then walk through the wizard from start to finish.

1. Open the form and click "Publish…"

From the form's detail page, click Publish… in the top-right corner to open the publish wizard.

The form detail page in Cornerspot with the Publish button
The form detail page, with the Publish button in the top-right.

2. Pick where you want this form

On the Where do you want this form? step, tick any combination of Shareable link, Member portal, and Embed in external website. (Your CornerSpot website needs nothing here — every form is embeddable on your own site just by existing.) Each channel you tick adds its own steps to the wizard.

The Publish wizard channel step in Cornerspot, choosing where to publish a form
The channel step — choose one or more places to publish.
The Publish wizard with shareable link, member portal, and embed all selected in Cornerspot
All three channels ticked; click Next to step through each one.

For the shareable link, choose the Link address that appears after https://your-domain/forms/. CornerSpot checks availability as you type. (A shareable link needs a connected website domain; if none is connected yet, you'll see a prompt to connect one first.) The next step lets you style the standalone page — those edits are a snapshot that go live only when you publish.

The Publish wizard shareable link step in Cornerspot, picking the link address
The shareable link step — pick the address people will use.
The Publish wizard page style step for the standalone form page in Cornerspot
Styling the standalone page; edits are applied at publish.

4. Choose the portal audience

For the Members portal, choose who can see the form — filter portal users by status, account, invitation, or a search. A live preview shows how many recipients will get it. The audience is frozen when you publish: users who match later aren't auto-added, so re-publish to refresh. A portal-style step follows for in-portal appearance.

The Publish wizard portal audience step in Cornerspot, choosing who can see the form
The portal audience step — pick who receives the form.

5. Grab the embed snippet

For an external website, the wizard gives you a copy-paste snippet to drop onto any site you control. Just add that site's domain under Allowed Domains first, or the form won't load there.

The Publish wizard embed step in Cornerspot, copying the snippet for an external site
The embed step — copy the snippet for an external site.

6. Review, then publish

The Review & publish step summarizes what each channel will do before you commit — nothing changes until you press Publish. When you do, every channel goes live in one go. If a channel only partially succeeds you'll get a Retry option, and you can always re-open the wizard later to remove a channel or change its settings.

The Publish wizard review step in Cornerspot, showing each channel outcome before confirming
The review step shows each channel’s outcome before you confirm.
The Publish button on the Publish wizard review step in Cornerspot
Press Publish to send the form to every channel at once.

What happens after you publish

  • The form's detail page shows a chip for each live channel — a Shareable link chip you can click to copy the URL, and a Portal chip with the recipient count.
  • Every submission, from any channel, lands in the same Submissions inbox, tagged with where it came from.
  • Re-open Publish… any time to add a channel, refresh the portal audience, or untick a channel to remove it.

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