Step 1: Account Setup & Authentication
Start by visiting app.formflow.io/signup. You can register using your work email or connect via SSO (Okta, Azure AD, or Google Workspace). Once verified, you’ll land in your default workspace, FormFlow HQ.
New accounts include a 14-day Pro trial with unlimited form submissions, 5 team seats, and access to the Logic Builder. No credit card is required to begin. After registration, check your spam folder for the welcome email from onboarding@formflow.io containing your API key and initial workspace invite.
Step 2: Workspace & Team Settings
Your workspace dashboard displays active projects, response quotas, and integration statuses. To add team members, navigate to Settings > Members and assign roles: Admin (full billing & domain control), Editor (form creation & logic), or Viewer (read-only analytics). Enable Two-Factor Authentication under Security to comply with SOC 2 requirements.
Step 3: Building Your First Form
Click the + New Form button in the top-right corner. Select Blank Canvas or choose a preconfigured layout like Customer Feedback or Event Registration. The drag-and-drop builder supports 40+ field types, including conditional branching, file uploads, and e-signature blocks.
Use the Logic Rules panel on the right to set visibility conditions (e.g., show "Payment Details" only if "Order Total" exceeds $50). Test your form using the Preview Mode before publishing. All drafts auto-save every 30 seconds to your workspace vault.
Step 4: Publishing & Embedding
Once validated, click Publish. FormFlow generates a unique public URL, an iframe snippet, and a native WordPress/Shopify plugin code. You can also configure webhook endpoints to push responses to Zapier, Slack, or your internal CRM in real-time.