Create a simple form

Pour :Administrateur

A simple form is a form without payment: free registration, survey, contact request, certificate, census. It's the quickest setup.

When to use a simple form?

Use case	Concrete example
Free registration	Registration for Thursday evening Talmud class
Survey	Survey on service times
Contact request	"Write to us" form
Certificate	Request for Talmud Torah enrollment certificate
Census	Update of community contact details

For any form involving collection, see Create a paid form.

Before you start

You will need:

• A clear title for the form (visible to visitors)
• Ideally a custom URL (slug) — for example talmud-class-registration
• The list of information to ask the visitor
• The form permission in Unisoft

The modal wizard

When you click Create a Form from the list, a fullscreen modal wizard opens. It chains several tabs that you go through with the Previous and Continue buttons (or Validate on the last tab). You can also directly click on a tab to jump to it.

Tab	What it's for
Required	Form name and editor choice
Website	Custom URL, SEO, integration
Payment & Confirmations	Payment activation (to leave disabled for a simple form) and validation options
CRM	Identity level, relations, auto-assigned categories
Products	Always present — only useful if you enable payment (otherwise leave empty)
Additional Modules	Visible only if you chose the simplified editor — design (poster) and first skeleton of fields
Management	Internal options: label visible only to you, accounting booklet, auto expiration, custom statuses
After Form	Confirmation emails, redirection after submission

ℹ

The Products tab stays empty for a simple form

The Products tab appears in the wizard even for a form without payment. You can simply skip it — it is only useful for a paid form.

Procedure

1. 1

   Open the Forms module

   In the sidebar, click Forms (/app/forms/list). The list of existing forms is displayed.

2. 2

   Click Create a Form

   Button at the top right of the list. The wizard opens in a fullscreen modal on the Required tab.

3. 3

   Required tab

   Fill in:

   • Form name (title displayed to the public) — e.g. "Talmud class registration"
   • Editor type: leave on Simplified Editor (Recommended) unless you have a specific need for advanced layout. See Simplified vs advanced editor.

   Click Continue.

4. 4

   Website tab

   Fill in:

   • Url: the custom part of the public URL (e.g. talmud-registration). The prefix https://your-organization.app/ is automatically displayed. Leave empty to use the generic URL with the form identifier.
   • SEO: title, description, image shared on social media
   • Integration (iframe): optional, to integrate the form into an external site

   Click Continue.

5. 5

   Payment & Confirmations tab

   For a simple form:

   • Leave the Enable Payment toggle in the disabled position
   • You can still check Submissions are validated automatically if you want all responses to be validated upon receipt (recommended for a survey). Otherwise, each submission arrives pending and must be manually validated.

   Click Continue.

6. 6

   CRM tab

   Choose the visitor identification level:

   Option	Requested fields
   No identity	No field — totally anonymous form (survey)
   Minimal Identity (phone + email)	Phone and email
   Complete Identity (phone + email + address)	Phone, email and postal address

   You can also:

   • Check Request relations between contacts so that the visitor declares their family ties (parent, spouse, child)
   • Define Auto-assigned categories: any contact who submits this form automatically receives these categories in their record (useful for retargeting). See Contacts.

   Click Continue.

7. 7

   Additional Modules tab (simplified editor only)

   If you chose the simplified editor in the Required step, this tab offers:

   • Poster: top-of-page image (optional)
   • A first field skeleton that you can then complete from the form profile with Edit Form Content

   If you chose the advanced editor, this tab does not appear — you will compose the page in the dedicated editor after creation.

   Click Continue.

8. 8

   Management tab

   Options for your own tracking:

   • Label: name visible only to you (useful if the public title is long)
   • Description: internal note
   • Booklet: accounting account from the Budget to attach this form to (optional for forms without payment)
   • Automatically Expires on: auto-disable date and time (useful for closing a survey)
   • Custom statuses: tags you can apply to submissions for your internal management ("followed up", "confirmed by phone")

   Click Continue.

9. 9

   After Form tab

   Configure what happens after a submission:

   • Do not send submission email: check if you want no email after a response
   • Additional email after submission: choose an email template to send in addition to the standard message
   • Do not send validation email and Additional email after validation: equivalent for the validation step
   • Redirect user to a specific URL at the end of the form: external URL the visitor is redirected to after submission

   Click Validate to create the form.

Compose the content

Once the form is saved, you arrive (or can return) on its detail profile (/app/form/fiche?id=...). In the profile's sub-header, two edit buttons:

• Edit Form Content: opens the editor (simplified or advanced depending on your choice in the Required tab)
• Edit Form Configuration: re-opens the modal wizard to adjust the previous tabs

See Available fields for the detail of fields offered by the simplified editor, and Simplified vs advanced editor to compare.

Enable and share

By default, your form is Enabled at creation. To share it:

1. Retrieve the URL and QR code via the Page link button on the profile (or Quick Link from the list)
2. Distribute by email, WhatsApp or poster
3. Track responses in the submissions view (View Submissions button) — see Manage submissions

Special cases

Form with slot selection

If your form offers a choice of times or dates, link it to a slot calendar. See Calendars and slots.

Child registration

For a form where a parent registers their children, add a Child Field in the simplified editor. The visitor can fill in one or more children in a single submission. See Available fields.

Reuse between forms

If several forms share the same information (for example: "Honor statement" block), create a Block Form and include it via the Block Form field of the simplified editor. See Block Forms.

Best practices

• Short and clear title: it will be read on mobile, on the QR code poster and in the email
• Slug in kebab-case: course-registration-2026 rather than CourseRegistration2026
• Ask for the minimum: each added field reduces the response rate
• Test in private mode: open the public URL in another browser before distribution
• Prepare a confirmation email template: confirmation reassures the visitor

Going further

• Simplified vs advanced editor
• Available fields
• Create a paid form
• Public page and sharing
• Email templates