Your Members portal is where signed-in customers manage their account — so it’s the perfect place to ask them a question. Publish a form to the portal and members see it right where they already are, with their name, email, and account details pre-filled. This guide walks through the Publish wizard: open the form, choose the Member portal channel, pick exactly who gets it, style it, and review before you go live.
How to publish a form to your Members portal
Publishing happens from the form’s detail page using the Publish… wizard. You can send a form to several places at once, but here we focus on the Members portal.
1. Open the form and click "Publish…"
Open the form you want to share, then click Publish… in the top-right of the form detail page. The Publish wizard opens.
2. Choose the "Member portal" channel
On the first step, “Where do you want this form?”, tick Member portal. You can also tick a shareable link or an external embed at the same time — but the Members portal is all we need here. (Your form is already available to add to your own website, so there’s nothing to publish for that.)
3. Choose your audience
Click Next to reach the “Who can see this in the portal?” step. By default, every portal user in your team gets the form, and you’ll see a live count of who matches as you go. Narrow it down with the filters — Membership status (Active, Invited, Suspended, Revoked), Account, Invitation state, account status, or a quick Search by name or email. Each filter you add shows up as a removable chip.
The audience is frozen when you publish. Members who match the filters later are not added automatically — re-publish to refresh the list.
4. Style the form for the portal
Click Next to reach Portal style, where you can adjust how the form looks inside the portal — its container, fields, labels, and submit button. These edits are a snapshot: they go live only when you publish.
5. Review and publish
Click Next one more time to reach Review & publish, which summarises what will happen for each channel before anything changes. When you’re happy, click Publish — the form goes live for the members you chose, and nothing changes until you press that button.
What members see
Once published, signed-in members find the form in their Members portal, pre-filled with the details Cornerspot already knows — their name, email, and account — so they can answer in seconds. On the form detail page, a Portal chip shows the live recipient count, and you can re-open Publish… any time to change the audience, restyle, or remove the portal channel.
Where submissions go
Every answer lands in your one Submissions inbox, tagged Member portal so you can tell it apart from website, link, and embed submissions. Cornerspot matches each submission to the member’s existing contact, so portal responses flow straight into your CRM.
Tips
- Use the filters to target the right members — for example, only Active users, or everyone on a specific account.
- Remember the audience is a snapshot: re-publish whenever you want newer members included.
- Nothing changes until you press Publish — step back through the wizard freely while you set things up.
- Need the form elsewhere too? Tick Shareable link or Embed in external website on the channels step to publish to several places at once.