- Log in to your Marzipan account
- Navigate to Forms in the main menu
- Click the Create form button in the top-right corner
Building a form
1
Name the form
Give the form a Name so you can find it in the forms list.
2
Set the slug
The Slug identifies the form and is used in the embed code and the API URL. Keep it short and stable - changing it later means updating anywhere you have embedded the form.
3
Choose a type
The Type determines the form’s built-in behaviour:
- Contact - notifies your staff and creates a thread in Messages
- Newsletter - subscribes the person to a marketing list
- Custom - no built-in behaviour
4
Add your fields
Add the fields you want to collect. Each field has:
- Label - what the customer sees
- Name - the field’s identifier
- Type -
text,email,phone,textarea,select,checkbox,radio,dateorhidden - Placeholder - example text shown in the field
- Required - whether the field must be filled in
- Options - the choices offered, for
select,radioandcheckboxfields
5
Write the success message
The Success message is shown to the person after they submit the form.
6
Set the status
Set the Status to active when you are ready for the form to accept submissions, then save.
Decide who gets notified when someone submits the form, and whether to send a confirmation, on the Notifications page.
Embedding a form
Forms render on your site through the<marzipan-form> web component, using the form’s slug:

