Form Step
The Form Step collects data from users through customizable input fields. Use it for registrations, feedback, surveys, or any data collection needs. When a user submits a form, the responses are emailed to the recipient configured in the step, and the submission is stored securely on the Gryffi platform so admins and journey managers can review it later in the Analytics dashboard.
Overview
Form Steps allow you to:
- Create custom forms with multiple field types
- Collect user responses
- Make fields required or optional
Properties
Basic Settings
| Property | Description |
|---|---|
| Title | The form name (e.g., "Registration Form") |
| Description | Instructions for filling out the form |
| Form Fields | The fields that make up the form |
Form Fields
Each form can contain multiple fields:
| Field Type | Description | Use Case |
|---|---|---|
| Short Text | Single line text input | Name, email, phone |
| Long Text | Multi-line text input | Comments, feedback |
| Dropdown | Dropdown selection with multiple options | Choose from options |
| Yes No | Single choice from options | Yes/No questions |
| File upload | File upload | Documents, images, audio |
Adding Fields
- Click "Add Field" button
- Choose the field type
- Enter the field question
- Set whether it's required
- Configure field-specific options
What Happens After Submission
When an end user submits the form:
- The submission is saved securely on the Gryffi platform. Submissions are strictly organization-scoped: only your own organization can ever access them.
- A notification email with all responses is sent to the recipient configured in the step. See: form-email-settings
- Uploaded files are stored on the platform and included in the email as secure download links — files are never attached to the email itself. See: form-file-uploads
- Admins and journey managers can review the submission in Analytics → Forms. See: form-submissions
If the notification email cannot be delivered, the submission is still saved and remains available in the Analytics Forms tab.
Use Case examples
- Event Registration: Collect attendee information
- Feedback Forms: Gather user opinions
- Contact Forms: Enable user inquiries
- Applications: Collect detailed user information
- Surveys: Multi-question data collection
- Check-in Forms: Track attendance
Generated by the Journey Wizard
The Journey Wizard can include a Form Step when you choose the Extended (7 steps) length. The generated form contains a few short-text fields relevant to your topic, and its Send form to recipient is pre-filled with your own maker email so submissions work immediately in preview. Review the fields and change the recipient address in the form's Settings tab before publishing. See: journey-wizard, form-email-settings.
Related Features
/dashboard/analytics#forms- View form submissions- See: journey builder, form submissions, form email settings, form file uploads, journey wizard