Managing AI Forms in Marqet

What You'll Learn

How to access and use the form dashboard
Viewing form submissions in real time
Understanding form analytics
Managing form settings and access
Using forms yourself as an admin

Accessing Your Forms

All your form apps appear in the Apps section of your Marqet workspace.

How to Find Your Forms

Log in to Marqet
Navigate to the Apps section
Look for apps with the type labeled as "Form App"
Click on a form to open its management interface

You'll see all forms you've created or have been installed for you, along with their names and app types.

The Form Dashboard

Each form app includes a dashboard that shows activity and submissions in real time.

What the Dashboard Shows

When you open a form app, the dashboard displays:

Recent Submissions

All form submissions that have been created
Updates in real time as new submissions come in
Timestamp information showing when each submission occurred

Projects Overview

Overview of all projects generated from form submissions
Links to generated content
Status of project generation

How to Use the Dashboard

The dashboard helps you:

Monitor activity: See when your form is being used and by whom
Track submissions: Keep tabs on how many projects are being generated
Access generated content: Quickly navigate to projects created by the form
Verify form is working: Confirm submissions are processing correctly

Form Analytics

Forms include an analytics tab that provides insights into usage.

Accessing Analytics

Open your form app
Navigate to the Analytics tab
Review usage data and patterns

What Analytics Show

Analytics help you understand:

How often the form is being used
Usage patterns over time
Which team members are using the form most
Peak usage times

Using Analytics to Improve

Analytics can help you:

Identify adoption: See if team members are actually using the form
Spot issues: Sudden drop in usage might indicate a problem
Justify value: Demonstrate ROI by showing volume of content generated
Optimize resources: Understand when demand is highest

Form Settings

The Settings tab allows you to configure access controls and other form options.

Accessing Settings

Open your form app
Navigate to the Settings tab
Review and adjust settings as needed

Access Control

One of the key settings is controlling who can access and use your form.

Configuration Options:

Who can see the form: Determine which users or teams have visibility
Who can submit: Control who's able to actually use the form
Public vs private: Decide if the form should have a public link or be internal only

Why Access Control Matters:

Prevent unauthorized use
Ensure only trained team members use specific forms
Manage costs by controlling who can generate content
Maintain security for sensitive workflows

Other Settings

Additional settings you can manage:

Form name and description
Email notification preferences
Integration with other tools

Using Forms as an Admin

As an admin who manages the form, you can also use it yourself to create content.

Admin Form Access

When you open your form app:

The dashboard view appears by default
You can access the form itself just like any other user
Fill out and submit the form to generate content
Your submissions appear in the dashboard alongside user submissions

Use case: Testing changes, creating content for yourself, demonstrating the form to others, or handling special requests.

Form Builder Access

The form builder is where you configured your form initially, and you can return to it anytime to make changes.

What You Can Modify

In the form builder, you can update:

Templates

Add new templates to template kits
Remove templates that are no longer needed
Change which template is used for hardcoded forms
Adjust template selection options

Form Fields

Modify field labels and descriptions
Add new fields if templates have been updated with new smart fields
Remove fields that are no longer relevant
Reorder fields for better user experience

Data Sources

Update data source connections
Change which columns are searchable
Modify how data source selections work

Branding and Appearance

Update form descriptions and instructions
Change branding elements
Adjust form layout

When to Update Your Form

You might need to return to the form builder when:

Templates are updated with new smart fields
You want to add more template options
User feedback suggests fields need clarification
Business processes change and form needs adjustment
Data sources are updated or changed

Monitoring Generated Content

Content generated by forms appears in designated folders in your Marq account.

Where to Find Generated Projects

Projects created by form submissions are typically:

Organized in folders within your Marq account
Named according to form configuration
Tagged or categorized for easy finding

Reviewing Generated Content

Periodically review generated projects to ensure:

Quality: Projects meet brand and quality standards
Accuracy: Data is populating correctly into smart fields
Formatting: Templates are handling variable data lengths well
Issues: Catch any problems early before they affect many users

Acting on Quality Issues

If you notice problems with generated content:

Check template design - may need adjustments for variable content
Review smart field mappings - ensure data is mapping to correct fields
Update form field instructions - users may be entering data incorrectly
Adjust data source connections - source data may need cleaning

Sharing Forms with Your Team

Internal Sharing (Within Marqet)

For team members who have Marqet accounts:

Ensure they have access permissions set in form settings
Direct them to the Apps section of their Marqet workspace
They'll find the form listed there and can start using it

External Sharing (Public Links)

For broader team distribution or external users:

Generate or locate the public form URL
Share the link via email, Slack, intranet, or other communication channels
Anyone with the link can access and submit the form
No Marqet account required

Training and Communication

When rolling out a form to your team:

Provide context: Explain what the form does and when to use it
Share instructions: Walk through the form submission process
Set expectations: Let users know how long content generation takes
Offer support: Make yourself available for questions initially
Gather feedback: Ask for input on usability and improvements

Ongoing Form Maintenance

Regular Check-Ins

Schedule periodic reviews of your forms:

Weekly:

Check dashboard for submission activity
Review generated content for quality
Address any user questions or issues

Monthly:

Review analytics to understand usage patterns
Gather user feedback on form experience
Consider optimizations based on usage data

Quarterly:

Assess if form is meeting business needs
Update templates if brand guidelines change
Evaluate if new features or templates should be added
Review access controls and adjust as team changes

Keeping Templates Updated

Forms rely on templates, so template maintenance matters:

When templates are updated in Marq, forms use the latest version automatically
If smart fields are added or removed, update the form accordingly
Test form submissions after template changes to ensure everything still works
Communicate significant changes to form users

Best Practices for Form Management

Monitor Usage Regularly

Check your dashboard frequently, especially after first launch. Regular monitoring helps you catch issues early and understand adoption patterns.

Act on User Feedback

Users will tell you what's confusing or not working well. Listen and make adjustments to improve the experience.

Keep Instructions Clear

Update form field descriptions and help text based on common questions. Clear instructions reduce support burden.

Maintain Data Source Quality

If your form connects to data sources, ensure that data stays clean and up-to-date. Bad source data leads to bad generated content.

Document Changes

Keep notes on form configuration changes and why you made them. This helps when troubleshooting or training new admins.

Celebrate Wins

Share analytics showing volume of content generated and time saved. This builds support for forms and encourages adoption.

Frequently Asked Questions

Can I see exactly who submitted each form?

Yes. The dashboard shows submission details including who submitted and when.

What if I need to pause or disable a form temporarily?

You can adjust access control settings to temporarily restrict who can use the form, or remove the public link if one exists.

Can I export submission data?

Analytics provide insights into usage. For detailed submission data, check with your Marq account team about export options.

How do I know if my form is causing issues?

Monitor the dashboard for failed submissions or unusual patterns. Review generated content quality regularly. Listen to user feedback about form problems.

Can I duplicate a form to create a similar one?

The easiest approach is to install a new form app and configure it similarly. Settings from one form don't automatically copy to another.

What happens to the dashboard if I delete generated projects?

The dashboard tracks submissions and generation, even if projects are later deleted from your Marq account. Historical submission data remains.

Next Steps

Optimize Your Forms

Learn more about getting the most from your forms:

Smart Fields Complete Guide - Improve how data flows into templates
Connecting Data Sources - Enhance forms with connected data

Explore Other Marqet Tools

See what else Marqet can do beyond forms:

Marqet Overview - Complete platform guide
Marqet Playbooks - Automated scheduled content generation
Marqet Workflows - Build custom multi-step automations

Need Help?

If you have questions about managing your forms or need assistance troubleshooting issues, contact Marq support or your account team.

Visit our Help Center for more articles and resources.