What it does
Lets you build your own forms — surveys, contact forms, applications, registration pages, feedback questionnaires — without touching code. Drag in fields, organize them into sections, design how it looks, publish it as a public page, and watch the responses roll in. You can share the form by URL, embed it on your site, or print a QR code.
Who can use it
- Anyone in your organization with read permission for the Custom Forms module.
- Creating, editing, and deleting forms needs the matching permission. Without it, Create Form is greyed out.
- You must verify your email before you can create your first form.
Where to find it
From the sidebar, open Marketing and click Custom Forms.
Create a new form
- On the Forms page, click Create Form in the top-right.
- Pick a starting point:
- Use a template to start from a pre-built form (contact form, NPS survey, application, etc.). The template's sections and fields are created for you.
- Blank form to start from scratch.
- In the form-details dialog, fill in:
- Form Name — for example, "Customer Feedback Survey". Up to 100 characters.
- Description (optional) — shown at the top of the form when people open it. Supports rich text.
- Header Image — upload an image to display as a banner at the top of the public form.
- Click Create Form (or Create from Template if you picked one). Nautis opens the form builder.
Add sections and fields
The builder has two main areas: Builder (where you add fields) and Live Preview (which updates as you type).
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In the Builder tab, click to add a section. Give it a name (for example, "About You") and an optional description.
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Inside a section, add fields. Choose a field type from the picker:
Basic
- Text Field — single line, for names, titles.
- Textarea — multi-line, for longer answers.
- Email Address — with email validation.
- Phone Number — with phone formatting.
- Number Input — with min/max validation.
Input
- Date Picker — for birthdays, deadlines.
- Date & Time — combined date and time.
- URL Field — for website links.
- Range Slider — for ratings, budgets.
- Color Picker — hex input with presets.
- Currency — currency-formatted number.
Selection
- Select Dropdown — single choice.
- Multi-select Dropdown — multiple choices.
- Radio Buttons — single choice, visible.
- Checkboxes — multiple choice, visible.
- Toggle Switch — on/off, yes/no.
Upload
- File Upload — documents, PDFs.
- Image Upload — with crop.
- Video Upload — for portfolios or demos.
Advanced
- Rich Text Editor — formatted text input.
- Rating — star, NPS, or emoji rating.
- Signature — digital signature pad.
- Address — composite street/city/state/zip/country.
Layout
- Heading, Paragraph, Divider — display-only, for structure.
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For each field, fill in its Title, Placeholder, whether it's Required, and any options (for example, the choices on a dropdown).
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Drag fields up and down to reorder. Drag a field from one section to another to move it.
The right-hand Live Preview shows exactly what people will see — click View Form to open the full public version in a new tab.
Design how the form looks
- In the form builder, switch from the Builder sub-tab to the Design sub-tab.
- Pick fonts, colors, button styles, and spacing. You can also turn on Stepper Mode, which splits long forms into a step-by-step wizard.
- Save. The live preview updates immediately.
Publish your form
- In the form-builder header, flip the Publish toggle on. The button label changes to Published with a green check.
- Once published, Nautis exposes the public form URL. The header now shows a green Live indicator.
You can't publish an empty form — at least one active field is required.
View and manage responses
- From the Forms list, click the entries icon on a form (or open the form and click the entries link in the header).
- The Entries page shows:
- A Statistics panel with totals and trends.
- The Entries Table with one row per submission.
- Use the search bar to find a specific entry, or click Advanced Filter to filter by field value, date range, or submitter.
- Click any row to see the full response in a side panel.
Export entries
- On the Entries page, open the export menu in the statistics panel.
- Pick CSV or JSON.
- To export a subset, tick the rows you want first, then use the bulk-export menu in the table.
The download starts straight away.
Edit a published form
You can keep editing a form after it's published — your changes go live the moment you save. People who've already submitted won't be re-prompted; their old responses stay as they were.
To unpublish, click Published in the header to toggle it back to Publish.
Tips & limits
- Your plan caps how many forms you can create each month. When you hit the limit, Create Form opens a "Custom Form Limit Reached" modal showing your current count and limit. Upgrade your plan to add more.
- Form names must be under 100 characters; descriptions under 2000.
- File uploads are stored against your organization's storage quota.
- Use Sections to group related fields and reduce visual overwhelm on long forms.
- Stepper Mode is great for applications and onboarding — it shows one section at a time with a progress bar.
- The Header Image sets the tone for the form before anyone reads a question.
- For surveys, the Rating field supports stars, NPS (0–10), and emoji scales — pick whichever fits.
Frequently asked questions
Do people need a Nautis account to fill in my form?
No. The form is public. Anyone with the link can submit, and you'll see every entry on the Entries page.
Can I make a field required?
Yes. Open the field's settings and toggle Required on. The public form will block submission until that field has a value.
Can I reorder fields after I've added them?
Yes — drag and drop in the builder. You can also drag a field from one section to another.
What happens to responses if I delete a field?
Existing responses keep the old data, but the field no longer appears on the form or in the export. To be safe, export your entries before deleting fields.
Can I have more than one form?
Yes — up to your plan's monthly cap. Each form has its own public URL, theme, and entries.
My form won't publish — why?
Forms need at least one active field to publish. Add a field, then try again.
How do I let people upload files in their answer?
Add a File Upload, Image Upload, or Video Upload field. Uploads count toward your organization's storage quota.
Can I generate a QR code?
Yes. Click Share in the builder, scroll to QR Code, and click Download QR Code to get a PNG.
Still need help?
Our team answers every message. Already a customer? Open a support ticket from inside Nautis.

