Forms & Funnels
Share and embed a form
Every place a form can appear: its own link, a button on your portal, a landing page, before an offering, or by email.
A form does nothing until people can reach it. Each form has its own link, and you can also place it on your portal, inside a landing page, in front of an offering, or in an email.
Where a form can go
| Place | Lead Form | Custom Form | How |
|---|---|---|---|
| Its own link | Yes | Yes | Share on the form, or Copy Link on the forms list |
| A Get updates button on your portal | Yes | No | Capture leads from your portal |
| Inside a landing page | Yes | Yes | Add a form to a landing page |
| Before a session, event, purchase or membership | No | Yes | Build an intake or application form |
| By email when something happens | No | Yes | An automation with Ask to Fill Out Form |
Share the link
Copy it
Open the form and click Share, or click Copy Link in the form's ⋯ menu on Audience → Forms & Funnels. You'll see "Form link copied to clipboard."
Check it
Put it where people are
Your link in bio, a story, a podcast's show notes, an email signature, an announcement, an AutoDM reply, or a link on your portal (see Add links and header buttons).
The copied link is a short link. Once your own domain is live, it becomes yourname.com/forms/<form-id> instead. Links you shared before keep working.
There's no embed code for other websites. To use a form on a site outside Soul, link to it.
Put it on a landing page
A landing page can carry a real, working form styled to match the page. Lead forms can sit in a single row (a newsletter strip); custom forms can run one question at a time. Responses go to the form's own Leads or Responses tab, just like any other submission. See Add a form to a landing page.
Only forms added with Add form → Pick a form (or by Soul AI) actually save anything. A form drawn into a page's design by hand is decoration.
Require it before an offering
Attach a custom form to a session type, an event ticket, a content item, a collection or your membership, and people fill it in before they can book, register, buy or subscribe. You can let returning people skip it with Allow one-time submission reuse. See Build an intake or application form.
Send it by email
To send a custom form when something happens (someone subscribes, books a session, registers for an event, enrolls in a course or joins your community), create an automation with the action Ask to Fill Out Form. They get an email inviting them to fill it out: "You're invited to fill out: …"
Feature it on your portal
- A Get updates button in your portal header opens a lead form in a window over your portal, without leaving it. Up to two header buttons. See Capture leads from your portal.
- Or add the form's link to your portal's links. See Add links and header buttons.
- Or ask Soul AI to pin the form as a highlight, for example "Feature my intake form on my portal." See Feature and reorder your offerings.
What people see
The form page shows your form title, "by [your portal name]," your description and the questions. A lead form with a Landing Page shows your headline, subheading, image and description instead. After submitting they see a thank-you message. People don't need a Soul account to fill in a form.