Intake Forms

Intake forms let you collect requests from people who do not have SetGet accounts. Create a custom form, configure the fields you need, and share it via URL or embed it on a website. Submissions flow into the project's intake queue for review, just like in-app submissions.

Why use intake forms?

• Collect feedback from customers who do not use SetGet.
• Accept bug reports from beta testers through a structured form instead of unstructured emails.
• Gather feature requests from a public-facing product page.
• Standardize submissions with required fields and predefined options.

Creating a form

1. Open the project.
2. Go to Project Settings > Intake > Forms.
3. Click Create Form.
4. Configure the form settings and fields (see below).
5. Click Save.

Form settings

Setting	Description	Default
Form name	Internal name for identification	"Intake Form"
Description	Shown at the top of the form	Empty
Active	Whether the form accepts submissions	On
Require email	Submitters must provide an email address	On
Allow attachments	Submitters can upload files	On
Success message	Shown after successful submission	"Thank you for your submission."
Redirect URL	Redirect to a URL after submission (optional)	None

Form fields

Every form starts with two default fields that cannot be removed:

Field	Type	Required	Removable
Title	Short text	Yes	No
Description	Long text	No	No

Add additional fields from the field palette:

Field type	Description	Example use
Short text	Single-line text input	"Your name", "Company"
Long text	Multi-line text area	"Steps to reproduce", "Additional context"
Single select	Dropdown with predefined options	"Category: Bug / Feature / Question"
Multi-select	Multiple choices from predefined options	"Affected platforms: Web / iOS / Android"
Email	Email input with validation	"Your email"
Number	Numeric input	"How many users affected?"
Date	Date picker	"When did this happen?"
Attachment	File upload	"Screenshot"
Checkbox	Boolean toggle	"I agree to the terms"

Field configuration

Each field can be configured with:

Property	Description
Label	The label shown to the submitter
Placeholder	Hint text inside the input
Required	Whether the field must be filled
Help text	Additional guidance shown below the field
Default value	Pre-filled value (optional)
Options	Choices for select fields

Form URL

Every form gets a unique URL:

https://app.setget.io/forms/{workspace-slug}/{form-id}

Share this URL directly with submitters via email, chat, or documentation.

TIP

Bookmark the form URL in your support team's resources so they can share it with customers quickly.

Embedding a form

Embed the form on an external website using an iframe:

<iframe
  src="https://app.setget.io/forms/{workspace-slug}/{form-id}"
  width="100%"
  height="600"
  frameborder="0"
  title="Submit a request"
></iframe>

The embedded form inherits the page's width and scrolls internally. Customize the height to fit your page layout.

Styling

The form uses a clean, minimal design that works on most websites. For advanced styling, the form supports a theme query parameter:

Parameter	Values	Description
theme	light, dark	Form color scheme
hide_logo	true, false	Hide the SetGet branding

Example:

https://app.setget.io/forms/{workspace-slug}/{form-id}?theme=dark&hide_logo=true

Managing submissions

Form submissions appear in the project's Intake tab alongside in-app and email submissions. Each form submission includes:

• All field values
• Submitter email (if required)
• Submission timestamp
• Form name (as the source)

Reviewers can accept, decline, comment on, and modify form submissions using the same workflow as in-app intake.

Mapping form fields to work item fields

When accepting a form submission, field values are mapped:

Form field	Work item field
Title	Work item title
Description	Work item description
Single select (if mapped to priority)	Priority
Other fields	Appended to description as a formatted list

Configure field-to-work-item mappings in the form settings under Field Mapping.

Form analytics

Track form performance in Project Settings > Intake > Forms > Analytics:

Metric	Description
Total submissions	Number of submissions received
Submissions this week	Weekly submission count
Acceptance rate	Percentage of submissions accepted
Average fields filled	How many optional fields submitters complete
Top sources	Referrer URLs for embedded forms

Deactivating a form

To stop accepting submissions:

1. Go to Project Settings > Intake > Forms.
2. Toggle the form's Active switch off.
3. The form URL shows a "This form is no longer accepting submissions" message.

Deactivating preserves existing submissions and settings. Reactivate at any time.

Deleting a form

1. Go to Project Settings > Intake > Forms.
2. Click Delete next to the form.
3. Confirm the deletion.

WARNING

Deleting a form permanently removes it and its URL. Existing submissions that have already been accepted as work items are not affected.

Related pages

• Intake overview
• In-app intake
• Email intake
• Customers