Capture Forms
Build a capture form
Create and publish public lead/contact forms with secure embed controls.
Samdesk execution pattern
Use this checklist for consistent case execution:
- Define owner and expected outcome before taking action.
- Work in fixed sequence: triage -> action -> validation -> follow-up.
- Log key decisions briefly so handoffs and escalations stay clean.
Goal
Capture leads and inquiries in a structured format ready for support follow-up.
Steps
- Open
Capture. - Create a new form.
- Configure fields, validation, and allowed origins.
- Publish and embed on your website.
Quality checks
- Run a real staging submission.
- Verify ingest endpoint delivery.
- Confirm contact payload maps correctly in Samdesk.
