Before you start building, it helps to know the handful of ideas the rest of the Forms guides rely on: the two kinds of fields a form can have, the four channels you can publish it to, and where every submission ends up. This guide gives you that vocabulary.
One form, every channel
You build a form once. From there you can put it in front of people through four channels, with no separate copy to maintain:
- Your Cornerspot website — drop the form onto any page in the Website Builder. It's embeddable just by existing.
- A shareable link — a standalone hosted page with its own public URL, ideal for email, social, and surveys.
- The Members portal — show the form to signed-in customers, with their details pre-filled.
- An external website — paste a small snippet to embed the form on any non-Cornerspot site you control.
Fields: Standard vs Custom
A form is just a set of fields. When you click + Add Field in the Builder, you'll see two tabs — the two kinds of field Cornerspot uses.
Standard fields
On the Standard Fields tab, you pick from built-in contact attributes — First name, Last name, Email, Phone, and Job Title. These map directly to fields on the contact record, so a standard field's answer always updates the matching contact detail. A few (like first and last name) are marked Required because the contact model needs them.
Custom fields
On the Custom Field tab, you create your own question. Each custom field has a Field Key (lowercase with underscores, used to map the data) and a Data type — Text, Text Area, Number, Currency, Date, Date & Time, Yes / No, Single Select, Multi Select, URL, Email, or Phone.
"Make this a Contact field"
Each custom field has a Make this a Contact field toggle that decides where its answer is stored:
- On — the answer is saved to each contact's profile as a custom field, and appears on the contact record.
- Off — the answer is kept only with this form's submissions, not added to the contact.
Where submissions go
No matter which channel a form is published to, every submission lands in one place: the Submissions inbox. Each entry is tagged with the source it came from — website, shareable link, or member portal — so you always know where a lead originated.
Submission statuses
Each submission shows a status so you can see how it was handled:
- Pending — received and waiting to be processed.
- Processed — successfully handled and linked to a contact.
- Failed — something went wrong while processing it.
Submissions feed your CRM
This is the part that ties Forms to the rest of Cornerspot. When a submission comes in, Cornerspot tries to match the submitter to an existing contact by email or phone. If there's no match, it creates a new contact automatically — with status lead and source web_form — then attaches the answers. Standard fields update that contact's built-in details; custom fields with Make this a Contact field turned on are saved onto the profile, while the rest stay with the submission. So every new form submission feeds straight into your CRM as a fresh lead.
