Put an intake form online

Create a publication for a published intake form so customers can reach it on a Nova-hosted page or inside your website, brand it, and copy the link or embed code.

In the sidebar, open Settings, then choose Form Publishing under Website & Forms. The page address is /settings/org/intake. The page title reads Intake Settings.

Building the questions happens under Intake, then Forms. This page is where a form gets a public address. Nova calls that a publication: one form version, one place customers reach it, with its own branding and on/off switch. The same form can have several publications, for example one on your website and one for a campaign.

Before you start

• The form needs a published version first. See Publish an intake form.
• Your role needs permission to read intake publications to see the page, and permission to manage them to create or change one. A banner tells you when you are read-only.
• The Publication Limit card at the top shows how many publications your plan allows and how many you have used.

Steps

1. Scroll to Publications and press New. The New publication form opens on the Details tab.
2. Type a Publication title and a Publication key, a short name for this publication that has to be unique in your organization.
3. Pick the Form and the Published version customers should fill in.
4. Set Surface kind to Hosted page for a page Nova hosts, or Embedded surface to place the form inside your website.
5. Leave Launch state as Draft while you finish, or set it to Published to go live right away. Use Active from and Active until if the form should only run for a period.
6. Press Create publication. The publication appears in the list. Finish it on the other tabs: Branding, Delivery, Security, Tracking, Governance and Diagnostics.
7. On Branding, set the Hero title, Hero subtitle and Success message customers see, and colors if this form should differ from your shared branding.
8. On Delivery, if you are embedding the form, set Origin policy to Allow list and type your website's address under Allowed origins. Choose a Success behavior: Inline, Message or Redirect to a Redirect URL.
9. Press Save publication.
10. Still on Delivery, scroll to Website integration flows. In the Hosted page guide, press Copy next to Hosted URL; or in the JS embed guide, press Copy under JS embed snippet for your web person.

What you see

• The Publications list on the left shows each publication with its status and surface kind. Press one to open it.
• Feature Gate, Publication Limit and the other cards at the top are a summary; they do not change anything.
• Disable takes a live form offline while keeping everything. Revoke ends it for good. Both let you add a Reason that goes into the audit trail.
• Security holds spam protection for this publication. See Set up spam protection for calls and texts for the organization-wide settings.

If something looks different

• New is greyed out: your role cannot manage publications. If creating one fails because of a limit, you have used your plan's allowance; press Open intake limits to check.
• The Published version list offers nothing but Auto-select live version and the field says the form has no published version yet: press Open form authoring and publish one.
• Customers reach the page but see the old questions: the publication points at an older Published version. Pick the newer one and save.
• Submissions are not showing up: see Work the intake inbox.

Open Intake settings