Create and Publish a Form
Learn how to create and Publish a Form in Topo, including title, slug, description, intro email, thank-you copy, fields, validation, preview, publish, slug lock, archive.
When to use this
Use this article when you need to create and Publish a Form in Topo. The main staff surface is Staff > Marketing > Forms. It is written for Managers, Marketing.
What this covers
Title, slug, description, intro email, thank-you copy, fields, validation, preview, publish, slug lock, archive
Before you start
Use a staff role that can view or edit forms. Sending forms may require a separate send permission.
Create or identify the custom fields you want the form to collect.
Publish the form before sharing or sending it.
Build and refresh the target segment before sending a form to an audience.
Review submission privacy before exporting or sharing responses.
Steps
Open Forms and create a draft form.
Enter title, slug, description, intro text, and success message.
Add existing custom fields or create a new field from the builder.
Set labels, help text, required flags, order, and conditional display.
Preview the form as a member would see it.
Publish only after at least one field is present; archive forms that should no longer collect submissions.
What happens after saving or completing this
Topo saves the record in your gym account and updates the related staff screens.
Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.
Review the affected profile, checkout, signup page, report, or audience before considering the task complete.
Common issues and fixes
A form cannot be published with no fields.
Once a form is live, the slug is locked so shared links keep working.
Archived forms stop collecting new submissions but preserve history.
Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.
Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.
AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.
Publish the form before sending it.
Related articles
Marketing Contacts Overview
Build a Segment
Configure Email Delivery