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Embedding Forms from Cognito Forms 📋

📌 Who can embed? Content creation permissions are set by your admins. If you're not sure if you have the ability to create and edit content, just reach out to your platform admins or our team at support@haystackteam.com for a quick check.

Need to get a survey, poll, or form out to your teammates? You can beautifully display forms from Cognito Forms that your team can view and complete right from your workspace. It’s a great way to streamline your workflows and keep everything in one place.

A Few Fun Facts About Cognito Form Embeds

Here are some cool things to keep in mind about embedding forms from Cognito Forms:

  • Permissions are Respected: Haystack is smart! The embeds respect the permissions you've set in Cognito Forms. If a teammate doesn't have access to the original form, they won't be able to view the embed in Haystack. Instead, they'll see a little "permission denied" screen.

  • Edits and Updates Happen Automatically: This is a huge time-saver! When you make any changes to a form in Cognito Forms, the embed in Haystack updates automatically in near-real time. That means no extra work for you—it’s super simple!

How to Embed a Cognito Form

Ready to add a form? Just follow these simple, step-by-step instructions.

First, in Cognito Forms:

  1. Navigate to the form that you'd like to embed in your content.

  2. Click Publish in the header.

  3. In the share menu that appears, copy the "Share a link" URL.

    CleanShot 2024-03-11 at 21-10-42@2x-png

  4. Keep this link copied on your clipboard—you'll need it in a second!

Then, return to Haystack to create your content:

  1. When creating a new post, page, or event, click onto a new line in the content body.

  2. Type the forward slash key (/) on your keyboard to open the content editor.

  3. Scroll down the menu and click on the Cognito Forms button.

  4. Paste the Cognito Forms link you just copied into the "Add URL or Embed Code" text box.

  5. Click Save. You'll see your form beautifully embedded right in your content.

  6. You can easily resize the embed to a better height by clicking and dragging the black resize bar at the bottom.

    CleanShot 2024-03-11 at 21-12-58@2x-png

Once published, your team will be able to complete and submit the form right from Haystack.

Go create those forms and surveys! Happy embedding!

Keywords: Cognito Forms, forms, embed, surveys, polls, intranet, workflows, guide, instructions