Falaah Falaah AI

Smart Forms

Build intelligent forms with drag-and-drop, conditional logic, AI-powered creation, and smart contact resolution. Embed them or share as public intake links.

Muin Smart Forms lets you build intelligent forms that collect structured data, resolve contacts automatically, and trigger workflows. Use the drag-and-drop builder or let AI generate forms from a description. Embed forms on your website, share as links, or use them as internal intake forms.

Overview

Key Features

Feature Description
Drag-and-Drop Builder Visual form builder with no coding required
AI Form Creation Describe what you need, AI builds the form
Smart Contact Resolution Automatically match submissions to existing contacts
Conditional Logic Show/hide fields based on previous answers
Submission Workflows Trigger actions when forms are submitted
Public Intake Forms Share forms externally via link or embed
File Uploads Accept documents, images, and attachments
Analytics Track views, submissions, and completion rates

Form Types

Type Description Use Case
Public Form Accessible via link, no login required Customer intake, applications, surveys
Embedded Form Placed on your website Contact forms, lead capture
Internal Form Requires Muin login Employee requests, internal processes
Prefilled Form Sent with known data pre-populated Renewal forms, update requests

Creating a Form

Using the Drag-and-Drop Builder

  1. Navigate to Forms –> Create Form
  2. Enter form name and description
  3. Drag fields from the left panel to the form canvas:

Available Field Types:

Field Description Options
Short Text Single-line text input Placeholder, character limit
Long Text Multi-line text area Rows, character limit
Email Email address with validation Auto-validate format
Phone Phone number with formatting Country code, format
Number Numeric input Min, max, decimal places
Currency Money amount Currency symbol, format
Date Date picker Min/max date, format
Time Slot Time picker 12/24 hour format
Dropdown Select from list Options, searchable
Radio Single choice Options with labels
Checkbox Multiple choices Options with labels
Toggle Yes/No switch Default state
File Upload Accept file attachments Allowed types, size limit
Signature Digital signature capture Required/optional
Rating Star or numeric rating Scale (1-5, 1-10)
Address Full address with autocomplete Google Places integration
Section Break Visual divider with title For organizing long forms
Rich Text Static instructional text Rich text formatting
  1. Configure each field (label, placeholder, required, help text)
  2. Arrange fields by dragging to reorder
  3. Click Preview to test
  4. Click Publish

Using AI Form Creation

Let AI build your form from a description:

  1. Navigate to Forms –> Create Form
  2. Click Create with AI
  3. Describe what you need in plain language:
Example prompts:

"Create a vendor onboarding form that collects company name,
contact info, tax ID, insurance certificates, and bank details
for ACH payments."

"I need a volunteer registration form with name, email, phone,
availability (weekdays/weekends), skills, and background check
consent."

"Build a grant application form with organization details,
project description, budget breakdown, timeline, and
references."
  1. AI generates the form with appropriate fields and logic
  2. Review and adjust as needed
  3. Click Publish

Form Settings

Configure form-level settings:

Setting Description
Confirmation Message Message shown after submission
Redirect URL Redirect to a URL after submission
Submission Limit Maximum total submissions accepted
Per-Person Limit Maximum submissions per person
Open/Close Dates Schedule when the form accepts submissions
Password Require a password to access the form
Notification Email Email addresses notified on submission

Smart Contact Resolution

How It Works

When a form is submitted, Muin automatically attempts to match the submission to an existing contact:

Form Submitted → Extract Contact Fields → Search Existing Contacts
       │                                           │
       │                                    Match Found?
       │                                    Yes → Link to Contact
       │                                    No  → Create New Contact
       │                                    Maybe → Flag for Review
       └─→ Submission stored with contact link

Matching Rules

Smart Contact Resolution uses multiple signals:

Signal Weight Description
Email Highest Exact email match
Phone High Normalized phone number match
Name + Organization Medium Combined name and org match
Name + Address Medium Name with address proximity
Name Only Low Name match alone (flagged for review)

Configuration

  1. Go to Forms –> Settings –> Contact Resolution
  2. Configure:
Setting Options Description
Auto-Link On/Off Automatically link high-confidence matches
Create New On/Off Create new contacts for no-match submissions
Review Queue On/Off Queue low-confidence matches for review
Match Fields Select fields Which form fields to use for matching

Conditional Logic

Adding Conditions

Show, hide, or modify fields based on previous answers:

  1. Select a field in the form builder
  2. Click the Logic tab in field settings
  3. Click Add Condition
  4. Configure:
Setting Description
When The field to check
Operator Equals, not equals, contains, greater than, etc.
Value The value to check against
Then Show field, hide field, make required, skip to section

Logic Examples

Show additional fields based on a selection:

When "Payment Method" equals "ACH"
  Then Show "Bank Name", "Routing Number", "Account Number"

When "Payment Method" equals "Credit Card"
  Then Show "Card Number", "Expiration", "CVV"

Make fields required based on an answer:

When "Is this a rush request?" equals "Yes"
  Then Make "Justification" required
  And Make "Approving Manager" required

Skip sections:

When "Applying for grant?" equals "No"
  Then Skip to "Contact Information" section

Multi-Condition Logic

Combine conditions with AND/OR:

When "Role" equals "Vendor"
  AND "Annual Revenue" is greater than "$1,000,000"
  Then Show "Insurance Certificate Upload"
  And Make "W-9 Upload" required

Submission Workflows

Triggering Actions

When a form is submitted, trigger automated workflows:

  1. Go to the form editor –> Workflows tab
  2. Click Add Workflow
  3. Select a trigger:
Trigger Description
On Submit Every submission
Conditional Only when specific fields match conditions
On Update When a submission is edited
  1. Add actions:
Action Description
Send Email Send confirmation or notification email
Create Task Create a task in Muin
Assign to Team Route submission to a team for review
Update Contact Update the linked contact’s fields
Create Record Create a vendor, invoice, or other record
Webhook Send data to an external URL
Start Sequence Begin a communication sequence

Workflow Examples

Vendor onboarding workflow:

On Submit:
  1. Send confirmation email to submitter
  2. Create new vendor record
  3. Create task: "Review vendor application"
  4. Assign task to procurement team
  5. Send notification to procurement manager

Event registration workflow:

On Submit:
  1. Send confirmation + calendar invite
  2. Update contact with event attendance tag
  3. If capacity reached → close form
  4. Add to event attendee list

Public Intake Forms

Sharing Forms

Share your form with external users:

Link Sharing:

  1. Open the form editor
  2. Click Share –> Copy Link
  3. Share the link via email, messaging, or social media
https://muin.falaah.ai/go/your-org-slug/form/your-form-slug

QR Code:

  1. Click Share –> QR Code
  2. Download the QR code image
  3. Print for physical distribution

Embedding Forms

Smart Forms are designed to be shared as links rather than embedded as a JavaScript widget — the public form URL above works in any browser, on any device, with full validation, file uploads, and submission tracking. If you want the form on your existing website, the simplest approach is an iframe of the public URL:

<iframe
  src="https://muin.falaah.ai/go/your-org-slug/form/your-form-slug"
  width="100%"
  height="800"
  frameborder="0"
  style="border: none; max-width: 700px;"
></iframe>

The form’s hosted URL allows iframe embedding from any origin (per the public donor-portal CORS / frame-ancestors policy). Submissions, validation, and confirmation flows behave exactly the same inside the iframe as on the hosted page.

For payment-collecting embeds (donations, invoices), use the widget.js loader documented in Payment Pages → Embedding instead — it provides Shadow DOM isolation, popup, FAB, and banner presentations.

Form Analytics

Submission Dashboard

View form performance at Forms –> select form –> Analytics:

Metric Description
Total Views Number of times the form was opened
Total Submissions Number of completed submissions
Completion Rate Percentage of viewers who submitted
Average Time Average time to complete the form
Drop-Off Rate Where users abandon the form
Submissions by Date Daily/weekly/monthly submission trend
By Source Where submissions come from (direct, embed, email)

Field Analytics

Understand how users interact with each field:

Metric Description
Fill Rate Percentage of submissions that filled this field
Average Time Time spent on this field
Error Rate Validation errors triggered
Drop-Off Users who left at this field

Exporting Data

Export submission data:

  1. Go to Forms –> select form –> Submissions
  2. Apply filters if needed (date range, status)
  3. Click Export
  4. Choose format:
Format Description
CSV Spreadsheet-compatible
JSON Developer-friendly
PDF Individual submission PDFs
Excel Native Excel format

Managing Submissions

Submission List

View all submissions at Forms –> select form –> Submissions:

  • Filter by status (new, reviewed, approved, rejected)
  • Search by submitter name or content
  • Sort by date, status, or any field value
  • Bulk actions (approve, reject, export, delete)

Reviewing Submissions

Click a submission to view details:

  • All submitted field values
  • Contact resolution status (linked, new, pending review)
  • Workflow execution history
  • Attached files
  • Internal notes

Submission Statuses

Status Description
New Freshly submitted, unreviewed
In Review Assigned for review
Approved Reviewed and accepted
Rejected Reviewed and declined
Archived Completed and archived

Next Steps