Forms - Myra Docs

Myra Forms are powerful data-collection engines designed to convert anonymous website visitors into qualified leads. By combining a drag-and-drop builder with sophisticated logic and deep CRM integration, you can build everything from a simple "Contact Us" box to a 50-field "Project Scoping Questionnaire."

The Form Builder Interface

The builder is organized into four distinct workflows to help you move from concept to publication.

1. Build: Adding Your Fields

Drag fields from the sidebar onto the canvas. Every field you add should serve a purpose.

Standard Fields: Name, Email, Phone, and Address. These are automatically mapped to the core Myra contact record.
Custom Fields: Select any custom field you've created in your settings. For example, if you have a custom field for "Favorite Color," you can add a dropdown to your form that updates that specific field in the CRM.
Specialty Fields:
- File Upload: Allow leads to upload PDFs, images, or documents (up to 50MB).
- Signature: Collect a quick digital signature directly on the form.
- Hidden Fields: Pass data from your URL (like utm_source or referral_id) into the CRM without the user seeing the field.

2. Design: Making it Your Own

A form that looks like your brand converts better.

Layouts: Choose between a single-column list or a more compact two-column grid.
Styling: Control every pixel-from the "Border Radius" of your buttons to the "Font Weight" of your labels.
Brand Kits: If you've already defined your brand colors in the Designer, you can apply them to your form with one click.
CSS Overrides: For developers, you can inject custom CSS to achieve highly specific designs that match your website perfectly.

3. Logic: Conditional Branching

Logic allows you to create "Smart Forms" that adapt to the user's input.

Show/Hide Rules: "If 'Are you a current customer?' is checked, show the 'Account Number' field."
Branching: "If industry is 'Healthcare,' skip to Page 4 (HIPAA compliance); otherwise, go to Page 2."
Success Logic: Choose what happens after submission. You can show a custom "Thank You" message, redirect to a specific URL, or open your Booking Page to secure a meeting immediately.

4. Analytics: Performance Tracking

Don't just guess which forms are working.

Conversion Rate: See exactly what percentage of people who viewed the form actually submitted it.
Field Drop-off: Identify "friction points." If 80% of users stop at the "Phone Number" field, you might want to make it optional or remove it.
Submission Trends: Track how your lead volume changes over days, weeks, or months.

Multi-Step "Quiz" Style Forms

Long forms can be intimidating. Myra allows you to split your form into multiple steps.

Progress Bars: Show users how far they are (e.g., "Step 2 of 5").
Step Gates: Prevent a user from moving to the next page until all required fields are filled correctly.
Qualification: Use logic to "disqualify" leads mid-form. If a lead answers that their budget is too low, you can show them a polite "Not a fit" message instead of letting them finish the form.

Publishing and Embedding

Once your form is ready, you have three ways to get it live:

Hosted Link: Every form gets a beautiful, standalone page (e.g., forms.pulsepost.ai/your-brand/quote). Perfect for sharing in social media bios or email signatures.
Inline Embed: Paste a single line of code into your website (WordPress, Webflow, Shopify, etc.) to make the form look like a native part of your page.
Popup/Overlay: Trigger the form to appear when a user clicks a specific button or when they are about to leave your site (Exit Intent).

Security & Spam Protection

We protect your database from junk submissions.

Invisible reCAPTCHA: We use Google's latest invisible protection to stop bots without bothering your real users.
Honeypot Fields: Secret fields that only bots can see. If they are filled, the submission is silently discarded.
Rate Limiting: Prevents "Brute Force" submissions from a single IP address.

FAQs

Can I send the form data to my email? Yes. In the "Settings" tab, you can add multiple email addresses to receive a full copy of every submission instantly.

What happens if someone submits the same email twice? Myra will automatically identify them as an existing contact and update their record with the new information, rather than creating a duplicate.