Smart Forms

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

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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

4. Configure each field (label, placeholder, required, help text)
5. Arrange fields by dragging to reorder
6. Click Preview to test
7. 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."

4. AI generates the form with appropriate fields and logic
5. Review and adjust as needed
6. 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

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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

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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

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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

4. 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

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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.

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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

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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

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Next Steps

• Communications Hub - Send follow-ups to form submitters
• AI Support Widget - Collect info via chat
• Building Workflows - Automate form processing