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Caramel Docs

Create a form

Build a form from scratch using the form editor. Add fields, set a success message, configure notifications, and publish — all without code.

Plan You can create up to 2 forms on Starter, 5 on Lite, 10 on Growth, 25 on Business, and unlimited on Enterprise. Submissions are unlimited on every plan. See Usage and limits.

Before you begin

Section titled “Before you begin”
  • You need owner or manager access to your business account.
  • Know what information you want to collect (email, phone, custom questions, etc.).

Create a new form

Section titled “Create a new form”
  1. Go to /business/:id/forms.
  2. Click New Form.
  3. Enter a Name for the form. This is internal — customers won’t see it.
  4. Optionally set a Slug (used in the form’s public URL and embed code). Caramel generates one from the name; you can customize it.
  5. Add a Description if you want internal notes.

Add fields

Section titled “Add fields”
  1. Select the Fields tab in the editor.
  2. Use the field controls to add each field your form needs. See Fields and conditional logic for a full list of field types.
  3. For each field, set:
    • Label — the question or prompt shown to the visitor.
    • Placeholder — hint text inside the input (optional).
    • Help Text — a short note below the field (optional).
    • Toggle Required if the field must be filled before submitting.

Configure form copy and messaging

Section titled “Configure form copy and messaging”
  1. Select the General tab.
  2. Under Copy & Messaging, fill in:
    • Headline — large text shown at the top of the form.
    • Subheadline — supporting text below the headline.
    • Button Text — the submit button label (default: “Submit”).
    • Loading Text — text shown while the submission is processing.
    • Success Message — what visitors see after a successful submission. Keep this short and friendly.

Set up customer creation

Section titled “Set up customer creation”

When enabled, each submission automatically creates or updates a record in Customers.

  1. In the General tab, find the Customer Creation card.
  2. Toggle on Create customers from submissions.
  3. Map the form fields that contain the customer’s name, email, and phone number using the dropdowns.

Tip If your form doesn’t collect email or phone, you can still enable customer creation — just leave those mapping fields blank.

Configure branding

Section titled “Configure branding”
  1. Select the Branding tab.
  2. Toggle Inherit branding to use your business’s global brand colors and font. This is on by default.
  3. To customize per-form, turn Inherit branding off and set:
    • Primary Color
    • Background Color
    • Font Family — choose from Inter, Roboto, Open Sans, Lato, or Playfair Display.

Set notifications

Section titled “Set notifications”
  1. Select the Notifications tab.
  2. Toggle Email Notifications to receive an alert when someone submits the form.
  3. Choose the Notification Channel: Email or Telegram.
    • For Email: enter the Notification Email address.
    • For Telegram: enter the Telegram Chat ID.
  4. Toggle Include Submission Data to attach the submitted field values to each notification.
  5. Toggle Double Opt-In if you want submitters to confirm their email before the submission is recorded.

Publish the form

Section titled “Publish the form”
  1. Click Save at any point to save your progress without publishing.
  2. When the form is ready, click Publish.
  3. A confirmation dialog confirms the form is live.

Note A form must be published (status: active) before it can accept submissions from the public embed or hosted link.

Next steps

Section titled “Next steps”