> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Publish forms

> Publish form

After creating a form and (if relevant) the form response, you can publish the form.

<Note>
  The **Publish** tab is a here-and-now workspace. Any values entered on this page, such as pre-filled fields or UTM parameters, are used only to generate the link or script you copy now.
  SuperOffice does **not save** these values permanently. If another user edits the page later, your previous values are replaced.
</Note>

## Steps

1. Go to the **Forms** tab.

2. Click the form to open it in view mode.

3. Set the form to **Active** <i class="ph ph-toggle-right" aria-label="Toggle on" /> in the header.

4. Go to the **Publish** tab.

5. On the left side of the screen, select a publishing option for the form:

   * **Direct link**: A direct link to the form.
   * **Embed inline**: A script tag used to add the form on a web page.
   * **Embed as popup**: A button to open the form in a pop-up window on the web page.
   * **Embed as side tab**: A side tab with a button to hide/show the form.

6. (optional) In the **Pre-populate with contact data** section, choose one or more fields to autofill with existing customer data from SuperOffice.

7. Copy the links/tags into a newsletter, website or customer centre to publish it to your customers or prospects.

![Publish tab in SuperOffice Marketing showing how to select a publishing option and pre-fill form fields with contact data. -screenshot][img3]

<h2 id="prefill">
  Pre-filling fields in forms
</h2>

You can pre-fill selected form fields with existing customer data from SuperOffice to save visitors time when submitting a form.

When you choose one or more fields in the **Pre-populate with contact data** section, SuperOffice adds the corresponding field identifiers and [template variables][7] to the link or script tag.

When the form opens, these fields are automatically filled with the customer's stored information.

A **field identifier** is a unique ID for a specific field. It does not change even if the field name, label, or language changes.

For example:

```text theme={null}
...form&id=F-Rg2nDAQI
```

becomes:

```text theme={null}
...form&id=F-Rg2nDAQI&field_Email%3A=[[urlEncode(customer.email)]]
```

This ensures the form dynamically inserts each contact's email address when opened through a personalized link.

<Tip>
  Field identifiers are stable across languages and updates, so your links will continue to work even if the form is edited later.
</Tip>

<h2 id="utm">
  Add UTM tracking (Marketing Premium)
</h2>

The built-in **UTM builder** generates a form link with [UTM parameters][4] so SuperOffice can capture where your leads come from when a visitor submits the form.

### Prerequisites and limitations

* You have a **Marketing Premium** license or the **Plus** plan.
* An administrator has [enabled UTM data transfer for form submissions][6].
* UTM tracking is available only for the **Direct link** option. It is not applicable for embedded forms.

### Steps

1. In the **Publish** tab, select **Direct link** as the publishing option.

2. In the **Add UTM tracking** section, enter one or more UTM values such as **source**, **medium**, and **campaign**.

   For example:

   ```text theme={null}
   ...formId=F-Rg2nDAQI
   ```

   becomes:

   ```text theme={null}
   ...formId=F-Rg2nDAQI&utm_source=linkedin&utm_campaign=rebranding
   ```

   ![Add UTM tracking fields in the form publish view -screenshot][img4]

   For details about each parameter and naming conventions, see [UTM parameters][4].

3. Copy the generated link from the field below.

4. Paste the link into your ad, email, or social post.

<Tip>
  Always copy and save the link immediately after creating it. Any later changes to the fields will generate a different link.
</Tip>

## What happens now?

A notification on the **Form submissions** tab indicates that you have [received form submissions][2], which might need to be [processed manually][3].

Forms can be deactivated manually, or are automatically deactivated at a specific date or when a specific number of submissions are received.

[2]: ./view-statistics

[3]: ./process-submissions

[4]: ../../utm/learn/parameters

[6]: ../../utm/admin/set-up

[7]: ../../../knowledge-base/learn/reply-templates/template-variables

[img3]: /media/loc/en/marketing/form-publish.png

[img4]: /media/loc/en/marketing/utm-builder.png


## Related topics

- [Conversion tracking overview](/en/marketing/utm/learn/index.md)
- [Set up UTM tracking - in Settings and maintenance](/en/marketing/utm/admin/set-up.md)
