Smart features, live
Every smart feature, demonstrated by a real form running on staging — with guidance on when to reach for it and when to skip it.
OTP verification
Real members. Spam-free.
One-time-code email or SMS verification gates the submission. Cuts spam to near-zero without scaring real visitors away.
✓ Use for
- Member onboarding where you'll be sending real follow-up emails
- Volunteer registration where you'll text shift reminders
- Anywhere bot signups would pollute your contact list
✗ Skip when
- One-step donation forms — adds friction that costs real conversions
- Anonymous suggestion boxes where the visitor's identity is intentional
- High-volume kiosk intake where the visitor doesn't have phone-in-hand
See it live in these forms
Returning-visitor recognition
Don't ask returning donors to type their name again.
Returning visitors are recognized by phone or email and their fields pre-fill. New visitors are dedup'd against your contacts.
✓ Use for
- Repeat-donor giving pages — returning donors hit donate, all fields pre-filled
- Multi-form journeys (intake → enrollment → consent) so visitor only types once
- Event check-in where most attendees are existing members
✗ Skip when
- First-touch lead capture — there's nothing to recognize against
- Surveys explicitly designed to be anonymous
- Cold-outreach landing pages where the visitor isn't in your CRM
Conditional logic
Every visitor sees only what they need to.
Show or hide fields based on prior answers. Skip whole sections that don't apply.
✓ Use for
- Forms with optional sub-flows ('Are you a current member?' → expands renewal flow)
- Compliance-aware intake (medical/legal disclosures shown only when triggered)
- Dynamic pricing (selecting more options reveals payment field)
✗ Skip when
- Linear forms with no branching — adds builder complexity for no UX gain
- Surveys where you want every respondent to see every question
- Public forms where logic could leak which answers are 'expected'
Multi-page flows
Long forms, lower drop-off.
Break long forms into stepped flows with progress indicators.
✓ Use for
- Forms with 12+ fields — pagination keeps each step under cognitive limit
- Forms where each section asks about a different topic (about you / about your org / about your need)
- Forms that require state-saving (paired with magic-link)
✗ Skip when
- Short forms (under 6 fields) — pagination feels arbitrary and slows visitors down
- Forms where visitors compare answers across sections — single page wins
- Mobile-first contexts where back/forward navigation is awkward
See it live in these forms
Kiosk auto-reset
One Android tablet, infinite intake.
Full-screen mode with automatic reset after each submission — events, lobbies, walk-in counters.
✓ Use for
- Event check-in stations (gala, fundraiser, conference)
- Walk-in donation kiosks (mosque entrance, hospital lobby)
- Volunteer sign-up tablets at community drives
✗ Skip when
- Web-embedded forms (kiosk mode isn't relevant outside a dedicated device)
- Forms requiring uploads from the visitor's device (kiosk has no file picker)
- Long forms where visitors would block the queue behind them
File upload
Documents collected with the form, not after.
PDFs, images, transcripts, medical forms — anything you need on file. Stored securely and accessible from the submission record.
✓ Use for
- Scholarship + grant applications (transcripts, recommendation letters)
- Volunteer applications (waivers, certifications, ID)
- Vendor onboarding (W-9, COI, business license)
✗ Skip when
- Donation forms — adds friction; collect documents only when essential
- Kiosk-mode forms (visitor doesn't have files at the kiosk)
- Public anonymous forms where uploads could be a security risk
See it live in these forms
Inline e-signature
Waivers signed before they hit submit.
Capture signatures inline — finger or mouse drawn — embedded directly in the form.
✓ Use for
- Volunteer waivers (liability release before assignment)
- Consent forms (medical, photo release, terms acknowledgment)
- Single-page contracts (NDAs, simple agreements)
✗ Skip when
- Multi-party signatures requiring a routing workflow — use the e-signatures module instead
- Documents requiring witnessing or notarization
- Long agreements visitors should download and read offline first
See it live in these forms
AI-generated forms
From idea to live form in 30 seconds.
Describe your form in plain language ("a Ramadan food drive volunteer sign-up") and AI builds it with relevant fields.
✓ Use for
- First-draft when you know what you need but not the field-by-field structure
- Time-pressured campaigns (disaster response, sudden funding opportunity)
- Non-technical staff who want to publish without learning the builder
✗ Skip when
- Highly regulated forms (compliance) — review fields manually after AI draft
- Forms with complex conditional logic — AI starts simple; refine in builder
- Forms with bespoke branding requirements — AI uses defaults
Build your own smart form
Drag-and-drop builder · 30+ field types · OTP and magic-link gating · multi-page flows · kiosk mode · file upload · inline signatures · AI assistance — all in the box.
See the Smart Forms platform