Peak Forms

How do I create and publish a form?

Open Peak Forms and describe in one sentence what the form should achieve, or choose a template. Peak creates questions, logic, scores and outcomes as a draft and explains under “Why this structure?” what it assumed. Check everything in the preview, then “Publish”. The link is then under “Share”.

1. 01Open Peak Forms and describe the goal in one sentence, e.g. “Lead form, prioritize companies with revenue above €3M”.
2. 02In the builder, click questions and edit them on the right; add blocks on the left.
3. 03Under “Outcomes”, set who sees what and what reaches you in the Inbox.
4. 04Try “Preview” or “Test”: tests don't count in the results.
5. 05“Publish” – the link and the embed snippet are under “Share”.

How do logic, scores and outcomes work?

Logic shows or hides blocks and skips pages (“Only show if …” right on the block). You award points per answer or by value ranges, grouped into dimensions such as fit or urgency. Outcomes are checked in order: the first one whose conditions apply wins; the default outcome catches the rest. Every response stores why it got which outcome. Everything is fixed rules, not AI.

How do I delete a response when someone wants their data removed?

Open the response under “Responses” and choose “Delete response (GDPR)”, or select several and delete them together. The response is then gone for good. If a Connect contact was created from it, also delete that contact in Peak Connect.

How do I set whether all questions appear on one page or one at a time?

In the builder under “Settings” → “Experience”. Classic shows all questions of a page one below the other, Steps shows one page per step, and One question shows one question after another, good for leads and mobile.

How do I see which campaign someone came from when filling out a form?

With a hidden field. It reads a value from the address, e.g. ?utm_source=google, and the person doesn't see it. Under “Analytics” → “Sources”, Peak counts by utm_source anyway, otherwise by referring page, otherwise “Direct”.

1. 01In the builder, add the “Hidden field” block.
2. 02On the right under “URL parameter”, enter the name, e.g. utm_campaign.
3. 03Share the form link with the parameter, e.g. …?utm_campaign=fall.

How do I work through responses and export them?

Under “Responses” there are the views New, All, Incomplete, Archive, Spam and Tests, filterable by form and decision. With “Select”, you mark several and set them to Done, Archive, Spam or Delete. “Export as CSV” downloads the responses in the current view, or only the selected ones.

How do I close a form temporarily?

In the builder, at the top via “⋯” → “Pause”. The link then shows a notice that the form isn't accepting responses right now. “Resume” puts it live again. Through the same menu you duplicate, archive or delete a form.

How do I let qualified leads book a meeting directly?

With an outcome of the type “Book a meeting (Peak Booking)”. Whoever gets this outcome sees a button to your booking page, and the meeting lands in Peak Booking. You need a published page in Peak Booking for this.

1. 01In the builder, open “Outcomes” and create or choose an outcome.
2. 02As the type, choose “Book a meeting (Peak Booking)”.
3. 03Under “Booking page”, choose the page and adjust the button label.
4. 04Under “When does this outcome apply?”, set the condition, e.g. points or an answer.

How do I show the name or score in the outcome?

With placeholders in the outcome's heading or text: {{…}} inserts an answer, {{score}} the points and {{score_pct}} the points as a percentage. In the outcome editor, “+ Points in %” inserts the percentage placeholder.

What happens to the live form when I edit it?

Nothing. You always edit a draft; the live form only changes when you publish a new version. Published versions stay unchanged, every response remembers its version, and under “Share” you can put an earlier version live again or take it over as a draft.

Where do responses go, and who sees them?

Responses are under “Responses” in Peak Forms, visible to you and – for a company's forms – its owners and admins. Anyone who provides an email becomes your contact in Peak Connect (the same email finds the same contact). Outcomes with “Notify me in my Inbox” appear in the Inbox, and “Follow up as a task” creates a task in Peak Work. The person filling in the form never sees scores or the decision.

What question types are there in Peak Forms?

Short and long answer, email, phone, website, number, amount (€), date, single choice, multiple choice, dropdown, yes / no, stars 1–5, scale, net promoter 0–10, consent and hidden field. Plus heading and text as content blocks.

What does a form's analytics show?

The path views → started → submitted → qualified, with completion rate, start rate and median duration. Plus where people drop off, outcomes, sources, devices and responses per version. Peak only sees drop-offs if “Save in progress” is on.

1. 01In the builder, open “⋯” → “Analytics”.
2. 02Choose the period.
3. 03Under “Where people drop off”, check the question with the most drop-offs.

Why can't I publish my form?

The quality check found at least one blocking issue: usually a default outcome is missing, a rule refers to a deleted question, a choice has fewer than two answers, or a “Book a meeting” outcome has no booking page. Under “Quality”, each issue is listed with a link to the block.

An error message appears when submitting my form. What does it mean?

“Please check the highlighted answers.” means a required field is missing or a format doesn't fit. If a lot of responses arrive at the same time, Peak briefly slows down. If the form is paused, it doesn't accept anything. In all cases the input stays in the form; nothing was sent.