Gathering customer data shouldn't feel like pulling teeth. We’ve heard your feedback loud and clear: you need forms that aren’t just "digital paper," but active engines for your customer experience.

Today, we are thrilled to announce our completely reimagined Forms product. We’ve rebuilt the experience from the ground up to help you capture data more efficiently while keeping your customers engaged.

Design with Confidence (No Code Required)

You shouldn’t need a developer to build a high-quality and high-converting workflow. Our new Drag-and-Drop Builder puts the power in your hands with over 60 unique elements across field input types and form structures. Whether you need simple text inputs or complex logic-based workflows, you can build it in minutes.

Build Once, Deploy Everywhere

Our new form builder allows you to build a single form and deploy it to be used in multiple places, including public URLs, embedded in websites, added to Cases, and as actions in Journeys. Once your form is live, you can leverage our native version control to easily make updates without impacting any existing instances of the published form.

Pre-populate Data

Stop asking your customers questions you already know the answer to. Our new Forms can pull existing case and customer data directly into a form so customers can skip the repetitive fields. When a form is submitted as part of a Journey, that form data is instantly accessible in future journey actions, ensuring a smooth hand-off between departments and automated workflows.

Your Brand, Front and Center

Consistency builds trust. With our custom themes, your forms won’t look like a third-party add-on. Use extensive theme customization to ensure every form feels like a native part of your brand’s digital ecosystem. This includes font, colors, logos, and all aspects of the form CSS.

Save Now, Finish Later

Complex onboarding or lengthy applications often lead to high drop-off rates. To combat this, we’ve introduced Save and Return. Your customers can now pause their progress and pick up exactly where they left off, significantly increasing completion rates for your most important experiences.

Export your Data

Easily view the submitted data or export the data by date range to a spreadsheet to get all your critical information into whatever system you need.

Ready to see it in action?

The new Forms product is now live for all organizations. Log in to the new CXME and access the form builder by going to Settings > Forms to explore the new builder and start streamlining your data capture.