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Setting Up Your First AI Form in Marqet

Creating an AI Form in Marqet is straightforward. This guide walks you through the setup process from start to finish, covering template selection, field configuration, and form sharing.

What You'll Learn

  • How to install form apps from Discover
  • Configuring templates and template kits
  • Setting up form fields
  • Connecting data sources (optional)
  • Publishing and sharing your form

Two Ways to Create AI Forms

You can create AI Forms in Marqet using two approaches:

Option 1: Install a Pre-Built Form App from Discover

The fastest way to get started is by installing a form app from the Discover tab. These come with pre-configured setups for common use cases.

Best for: Standard use cases like employee onboarding, listing materials, event content

Option 2: Create a Custom Form

Build a form from scratch for your specific needs.

Best for: Unique workflows or specific requirements not covered by pre-built apps

Method 1: Installing from Discover

Step 1: Navigate to Discover

  1. Log in to your Marqet account
  2. Click on the Discover tab
  3. Browse available form apps

Step 2: Select and Install

  1. Click on a form app that matches your use case
  2. Review what the app does
  3. Click Try It
  4. The app will be added to your Marqet workspace

Step 3: Configure Your Form

After installation, you'll need to configure the form for your needs. This involves setting up templates and form fields.

Configuring Your Form

Accessing the Form Builder

Once your form app is installed, access the form builder:

  1. Navigate to your Apps section in Marqet
  2. Find your form app in the list
  3. Click to open the form configuration
  4. Look for the Form Builder section

Adding Templates

Forms need templates to generate projects from. Here's how to add them:

Single Template Option

If you want all form submissions to use the same template:

  1. In the form builder, locate template settings
  2. Select your template from your Marq template library
  3. The template will be "hard-baked" into the form - users won't choose between templates

Template Kits (Multiple Template Option)

If you want users to choose which materials they need:

  1. Configure a template kit in the form builder
  2. Add multiple templates to the kit
  3. Users will be able to select which templates they want generated when they submit the form

Example: Real estate agents can choose between flyers, social media graphics, brochures, or all three.

Form Fields: Auto-Detection

This is one of the powerful features of Marqet forms - fields are automatically detected from your templates.

How It Works:

  1. When you add a template, Marqet scans it for smart fields
  2. Smart fields from the template automatically appear as form fields
  3. Users will fill out these fields when they submit the form
  4. The data flows directly into the generated projects

Field Types Detected:

  • Text fields (names, addresses, descriptions)
  • Image fields (logos, photos)
  • Color fields (brand colors)

Customizing Form Appearance

You can customize how your form looks:

  • Add descriptions: Include explanatory text to help users understand what to enter
  • Add branding: Include your logo and brand colors on the form itself
  • Organize fields: Arrange form fields in a logical order

Connecting Data Sources (Optional)

Forms become even more powerful when connected to data sources like spreadsheets or CRMs.

What Data Sources Do

Instead of users manually typing information, they can select from existing data:

Example: A real estate form connected to an MLS data source allows agents to search for and select their listing. The form automatically pulls in address, price, square footage, and other details.

How to Configure

  1. In form builder settings, look for data source configuration options
  2. Select which data source to connect (must be already connected to your Marqet account)
  3. Configure which columns users can search when selecting data
  4. Map data source columns to form fields

Note: Data sources must be set up in your Marqet account before you can use them in forms. See Connecting Data Sources for details.

Configuring Form Settings

Access Control

Control who can access and use your form:

  • Navigate to form Settings
  • Configure access controls
  • Determine who can see the form in your organization

Additional Settings

Other settings you can configure:

  • Form title and description
  • Confirmation messages after submission
  • Email notification preferences

Publishing and Sharing Your Form

Publishing Your Form

Once configuration is complete:

  1. Review all settings to ensure everything is correct
  2. Click Publish to make the form active
  3. The form is now ready for use

Two Ways to Share Forms

1. Within Marqet (Internal Access)

Team members with Marqet access can find the form in:

  • The Apps section of their Marqet workspace
  • Forms will show with their type labeled as "Form App"

Simply direct team members to the Apps section and tell them which form to use.

2. Public Form Link (External Sharing)

Forms can be shared via public URLs:

  • Anyone with the link can access the form
  • No Marqet account required
  • Great for distributed teams or external users

How to share: Send the public form URL via email, Slack, or post it where team members can access it.

Testing Your Form

Before rolling out your form to the entire team, test it yourself:

Test Submission Process

  1. Open your form (either in Marqet or via public link)
  2. Fill out all required fields
  3. If using template selection, choose which templates you want
  4. Submit the form
  5. Verify you receive confirmation

Check Generated Projects

  1. Navigate to your Marq account
  2. Check the designated folder for generated projects
  3. Open the projects and verify all smart fields populated correctly
  4. Check that design and formatting look correct

Test with Different Scenarios

Submit the form multiple times with different data to ensure:

  • All template options work
  • Data source selections populate correctly
  • Required fields are enforced
  • Generated content meets quality expectations

Example Setup: Real Estate Listing Materials

Here's a real-world example of setting up a form for generating real estate listing materials:

Step 1: Install Form App

  • Navigate to Discover
  • Find "Generate Listing Marketing Material" form app
  • Click "Try It" to install

Step 2: Configure Templates

  • Add template kit with listing flyer, social posts, and brochure templates
  • Marqet auto-detects smart fields: property address, price, bedrooms, bathrooms, square footage, agent name, agent photo

Step 3: Connect Data Source

  • Connect to MLS data source (spreadsheet or database)
  • Configure search to look for properties by address
  • Map data columns to smart fields

Step 4: Configure "Working On Behalf Of"

  • Set up agent selection field
  • Agents can select which agent they're creating materials for
  • This populates agent name and contact information automatically

Step 5: Publish and Share

  • Set access controls for who can use the form
  • Publish form
  • Share public link with all agents

How Agents Use It:

  1. Agent opens the form
  2. Selects which agent they're working on behalf of
  3. Searches for their listing in the data source
  4. Selects which template kit they want
  5. Clicks submit
  6. Materials are generated and delivered within seconds

Tips for Successful Form Setup

Start with Templates That Have Smart Fields

Forms work best when your templates already have well-configured smart fields. If your templates don't have smart fields yet, set those up first in Marq.

See: Smart Fields Complete Guide

Use Descriptive Field Labels

Make it clear what information users should enter in each field. Add helper text or examples when fields might be confusing.

Keep Forms Simple

Don't overwhelm users with too many fields. Only include fields that are absolutely necessary - any information that's the same for everyone should be hard-coded in the template instead.

Test with Real Users

Before full rollout, have a few team members test the form and provide feedback. They'll catch usability issues you might miss.

Use Template Kits for Flexibility

When users might need different combinations of materials, template kits give them control without requiring multiple forms.

Frequently Asked Questions

Do I need technical skills to set up a form?

No. The form builder is visual and intuitive. If you can fill out a form, you can create one. The main requirement is having templates with smart fields ready to use.

Can I edit a form after it's published?

Yes. You can update form configuration, add or remove templates, and adjust settings at any time. Changes take effect immediately.

What if my template changes after the form is set up?

If you add new smart fields to your template, you'll need to update the form to include those new fields. If you remove smart fields, make sure the form isn't still trying to populate them.

Can I see who submitted the form and when?

Yes. The form dashboard shows all submissions in real time. See Managing AI Forms for details on the dashboard.

How many templates can I add to one form?

You can add multiple templates using template kits. There's no specific limit, but keep the user experience in mind - too many choices can be overwhelming.

Can users submit the same form multiple times?

Yes. Forms can be submitted as many times as needed. Each submission generates new projects.

Next Steps

Learn About Managing Forms

Now that your form is set up, learn how to monitor and manage it:

Understand Smart Fields

Get better results by understanding how smart fields work in templates:

Connect Data Sources

Make forms even more powerful by connecting to your existing data:

Need Help?

If you run into issues setting up your form or have questions about configuration options, contact Marq support or your account team for assistance.

Visit our Help Center for more articles and resources.