Templates at a glance
Adjust
features in the API or dashboard (queue, doubleOptIn, captureContact).
Use case 1, Waitlist
Scenario: Product not launched yet; first-come order matters.- Create with
template: "WAITLIST"andfeatures.queue: true - Share
/w/forms/{id}or subscribe via API - Each confirmed submission gets
queuePosition form.submittedwebhook feeds CRM or welcome automation
Use case 2, Newsletter
Scenario: Collect emails for recurring updates.- Create with
template: "NEWSLETTER" - Subscribe upserts by email/phone;
preferencesreplaces previous values - Response includes
unsubscribeToken, treat as secret - Cancel via API
.../cancelor/w/forms/unsubscribe?token= form.unsubscribedwebhook for external list cleanup
Newsletter ignores double opt-in, subscriptions are active immediately. For email confirmation, use CONTACT or BLANK with
doubleOptIn: true.Use case 3, Contact form
Scenario: “Contact us” on the website.template: "CONTACT", name, email, message by defaultcaptureContact: truecreates or links a workspace contactform.submittedopens a ticket or notifies the team
Use case 4, Survey (SURVEY)
Scenario: Post-purchase NPS or event feedback.template: "SURVEY", multiple fields inanswers- No automatic contact capture by default; enable
captureContactif needed

