Creating a form
Build a contact or enquiry form and view submissions in the admin.
Payload includes a form builder. You can create simple contact or enquiry forms without writing any code, and read submissions directly in the admin.
Where to find it
- Log in to Payload.
- Sidebar → Forms group.
- You'll see two collections:
- Forms — the forms themselves (one entry per form).
- Form Submissions — the data customers have submitted.
Creating a new form
- Click Forms → Create New.
- Fill in:
- Title — an internal name (customers don't see this).
- Fields — the questions the form asks. Click + Add to add fields one by one.
Field types
When you add a field, pick the type. The common ones are:
| Type | Use for |
|---|---|
| Text | Single-line text (name, company, reference number). |
| Textarea | Multi-line text (the customer's message). |
| Email address — validated automatically. | |
| Number | Numeric input. |
| Checkbox | Yes/no (for example, a marketing opt-in). |
| Select | Dropdown with a fixed list of options. |
| Message | Not a real input — static text between fields, useful for instructions. |
For each field, set:
- Name — an internal identifier (no spaces, lowercase, e.g.
customer_email). Used in exports and emails. - Label — what the customer sees above the field.
- Required — whether the field must be filled before submission.
- Width — how much of the row the field takes up (100%, 50%, 33%).
Confirmation message
When a customer submits the form, they need to see something. Scroll to the Confirmation section:
- Type: Message — show a thank-you message on the same page. Best for most cases.
- Type: Redirect — send the customer to a different URL.
If you choose Message, write it in the Confirmation Message rich-text field. Keep it short and concrete ("Thanks — we'll reply within one working day").
Email notifications
Under Emails, you can configure who receives a notification when a form is submitted. Click + Add to add an email recipient:
- Email To — where the notification goes.
- Subject — the subject line.
- Message — the body. You can use
{{fieldName}}placeholders to include the customer's input (e.g.{{customer_email}}would be replaced with whatever the customer entered in thecustomer_emailfield).
Using the form on your site
After you save the form in Payload, the form has an ID. A developer needs to place a Form Block on a page (or a custom page component) pointing at that form ID for it to appear on the website. If you're not sure whether a form is live, ask your Flowtech account manager.
Viewing submissions
- Sidebar → Form Submissions.
- You'll see a list of every submission across all forms.
- Click a submission to see the exact data the customer entered.
Filtering submissions
Use the filters at the top of the list to narrow down by form, by date, or by submitted value.
Exporting submissions
Payload doesn't have a built-in export button. If you need submissions in a spreadsheet, ask your Flowtech account manager — we can export the data for you.
Common tasks
Disabling a form temporarily
Payload doesn't have a per-form "disabled" toggle, but you can remove the Form Block from the page it appears on. Customers then see the page without the form, and no new submissions come in.
Editing a live form without losing submissions
Changing a form's fields does not delete past submissions — old submissions keep whatever data was captured at the time. But if you rename a field's Name (the internal identifier), old submissions keep using the old name, which can be confusing in exports. Avoid renaming Name fields on live forms.
Getting form data to Meiro (marketing automation)
Meiro integration is configured per-tenant. Forms can push submitted data to Meiro automatically if your tenant has this enabled. Check with your account manager to confirm whether your setup includes it — and if so, ensure the field Names line up with what Meiro expects.