Prerequisites
- Where Your Form Appears — Know the address first
Share a Form with Links, QR Codes and Embeds
Getting it in front of people, measurably
A form nobody can reach collects nothing. These are the three ways you will use most often, and each benefits from a little tracking so that afterwards you can tell which channel was worth the effort.
Before You Begin
Steps
Copy the form's address
In Sales → CRM → Forms, the form's name links to its public address. That is the address every other method points at.
Open it once yourself and complete it, before sharing it with anybody. It is remarkable how often a form reads differently when you meet it as a visitor rather than as its author.
Add tracking before you share it anywhere
Do this first, because retrofitting it means you cannot attribute the submissions you already have.
Add a hidden field reading a URL parameter, and map it to a custom field. Then give each channel its own value.
Use consistent values — spring-email everywhere, not spring email in one place and Spring_Email in another, or your lists fragment.
Share it as a link
Paste the address wherever you need it, with your tracking parameter appended.
In an email, link a few words of text rather than showing the raw address — it reads better and survives line wrapping. The same applies in messages and social posts.
In SMS, the raw address is unavoidable, so keep it short.
Generate a QR code
Open the form's row menu and choose QR Code, then download it.
The code already carries a campaign value identifying it as a scan, so submissions from a QR code are distinguishable from link submissions without you doing anything.
Use it on printed material, at events, on packaging, on signage — anywhere somebody has a phone but not a keyboard.
Embed it in one of your pages
To place the form inside a page of your own, use an inline frame pointing at the form's address.
Give it a sensible height. A form that is taller than its frame scrolls inside the frame, which is awkward — generous height is better than a tight fit, especially on a phone.
If the page is already long, consider skipping the welcome screen in the embed so people meet the first question immediately.
Check it on a phone
Whichever route you used, open it on a real handset and complete it.
Most form submissions arrive from phones. A form that is comfortable on a desktop and cramped on a phone is losing you most of its potential — and an embed is where this goes wrong most often, because the frame constrains the layout.
Tip: The form's address never changes, so links and embeds keep working through every edit you make. Share it with confidence — but it also means you cannot vary a form by channel. If one audience needs different questions, duplicate the form.
Which route suits which situation
| Situation | Use | Why |
|---|---|---|
| Following up with a specific person | A link, pre-filled | You know who they are, so do not make them retype what you already hold. |
| A campaign across several channels | Links with tracking values | One form, one value per channel, and you can tell afterwards which earned its place. |
| An event, a shop, printed material | QR code | Nobody types an address off a poster. |
| A page on your own website | Embed | Keeps people on the page they were reading. |
| A client-facing interactive piece | Inside an artefact | The form sits in context, with the embed code generated for you. |
Result
Your form is reachable through the channels that suit it, and each submission carries enough context to tell you where it came from.
After a week, open the contacts the form produced and check the tracking field is populated. An empty field means the parameter is not reaching the form — usually a link shared without it.
