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Get Started with OK Forms

Use this guide to launch your first form, connect Salesforce Marketing Cloud, and verify data delivery end-to-end.

QuickstartSFMC SetupAPI ReferenceTroubleshooting

Quickstart

Get your first form live in under 5 minutes.

1
1

Create a form

Start from your dashboard and add blocks in the builder.

2
2

Publish

Hit publish and open your forms public URL.

3
3

Test & verify

Submit a test response and check Responses analytics.

Salesforce Marketing Cloud Setup

Connect your forms to SFMC for seamless data delivery.

  1. 1

    Go to Dashboard Settings and configure global SFMC credentials.

  2. 2

    Open a form and enable SFMC delivery in the integration tab.

  3. 3

    Select insert or upsert mode, then map form fields to DE attributes.

  4. 4

    Send a test submission and confirm data reaches your target DE.

Note: If you use CloudPage delivery, keep webhook signing enabled and validate signatures before writing data.

API Reference

Core endpoints for response submission and operational flows.

Core API endpoints are available under /api/forms for response submission and operational flows.

API Endpoints
POST /api/forms/:formId/submit
POST /api/forms/:formId/draft
POST /api/forms/sync-drafts

For environment setup, review the repository README and deployment notes before enabling production traffic.

Troubleshooting

SFMC connection test passes but no data arrives

Verify mapped attribute names exactly match DE field names.

Upsert errors

Ensure the upsert key exists in mapping and is configured as expected in your target DE.

Draft sync issues

Verify scheduler/cron reaches the draft sync endpoint and auth is configured.

Need implementation help?

Our team is ready to assist with your setup.

Contact us