Dashboard
Overview
The Form Platform dashboard is a web-based interface for managing forms, viewing responses, analyzing data, and configuring integrations. The dashboard provides a user-friendly way to interact with the platform without needing to use the API directly.
Getting Started
Accessing the Dashboard
Navigate to your dashboard URL (e.g.,
https://app.formr.xyz)Sign in with your Stytch account
You'll be taken to the Project Overview page
Environment Selection
The dashboard supports multiple workspace environments. Use the environment selector in the sidebar to switch between:
Development: For testing and development
Production: For live forms
Custom Environments: Any additional environments you've created
All data is isolated by environment, so forms and responses in one environment won't appear in another.
Main Pages
Project Overview
The overview page (/) provides a high-level summary of your forms and activity:
Statistics Cards: Total forms, submissions, completion rate, and views
Recent Activity: Latest form submissions and updates
Quick Actions: Create new form, view templates, access settings
Forms
The forms page (/forms) is where you manage all your forms:
Features:
Form List: View all forms in the current environment
Create Form: Create a new form from scratch or from a template
Edit Form: Modify form fields, validation, and settings
Form Status: Toggle between draft, live, and archived
Form Actions: Duplicate, delete, or export form schema
Search & Filter: Find forms by name, status, or date
Creating a Form:
Click "Create Form" button
Enter form title and description
Add fields using the form builder
Configure validation rules
Set form status (draft or live)
Save the form
Form Settings:
Status: Control form visibility (
draft,live,archived)Environment: Select which environment the form belongs to
Publishable Key: View or regenerate the publishable key for public submissions
Allowed Origins: Configure CORS for cross-origin submissions
Storage Mode: Set data ownership and access control
Templates
The templates page (/templates) provides pre-built form templates:
Features:
Browse Templates: View available form templates by category
Preview: See template structure before using
Use Template: Create a new form from a template
Customize: Modify template fields and settings after creation
Template Categories:
Contact forms
Lead generation
Surveys
Feedback forms
Registration forms
And more
Responses
The responses page (/responses) manages form submissions:
Features:
Response List: View all submissions for selected forms
Filter & Search: Filter by form, date range, status, or search by content
Response Details: View full submission data with metadata
Status Management: Mark as read, star important responses, add notes
Export: Export responses as CSV
Reply: Send email replies to submissions (if configured)
Response Actions:
Read/Unread: Mark responses as read or unread
Star: Star important responses for quick access
Notes: Add internal notes to responses
Reply: Send email replies to form submitters
Delete: Remove responses (with confirmation)
Analytics
The analytics page (/analytics) provides insights into form performance:
Features:
Overview Metrics: Total views, submissions, completion rate
Form Analytics: Per-form statistics and trends
Completion Rates: Track conversion from view to submission
Drop-off Points: Identify where users abandon forms
Field Analytics: See completion rates and time spent per field
Trends: View submission trends over time
Export: Export analytics data as CSV
Metrics Available:
Views: Number of times forms were viewed
Submissions: Total completed submissions
Completion Rate: Percentage of views that resulted in submissions
Drop-off Points: Fields where users most commonly abandon forms
Field Performance: Completion rate and average time per field
Error Rate: Validation errors per field
Webhooks
The webhooks page (/webhooks) manages webhook configurations:
Features:
Webhook List: View all configured webhooks
Create Webhook: Set up new webhook endpoints
Edit Webhook: Update webhook URL, events, or settings
Test Webhook: Send test events to verify configuration
Webhook Logs: View delivery history and retry attempts
Enable/Disable: Toggle webhooks on or off
Webhook Configuration:
Click "Create Webhook"
Select the form (or leave blank for all forms)
Choose event types to listen for
Enter webhook URL
Optionally set a secret for signature verification
Save the webhook
Available Events:
response.created: New form submissionevent.view: Form page viewedevent.focus: Field focusedevent.submit: Form submittedevent.error: Validation error occurredevent.abandon: Form abandoned
Settings
The settings page provides account and platform configuration:
Account Settings:
Profile: Update name, email, and profile picture
Password: Change password (if using password authentication)
Preferences: Theme, notifications, and display settings
API Keys:
Secret Keys: Create and manage secret API keys for server-side access
Publishable Keys: Create and manage publishable keys for client-side access
Key Management: View key usage, rotate keys, delete keys
Environments:
Create Environment: Add new workspace environments
Manage Environments: Edit or delete environments
Environment Settings: Configure environment-specific settings
Integrations:
Slack: Configure Slack webhook integration
Discord: Configure Discord webhook integration
Notion: Set up Notion database sync
Google Sheets: Configure Google Sheets integration
Billing
The billing page (/billing) manages subscription and payment:
Features:
Current Plan: View your current subscription plan
Usage: See submission quota and current usage
Upgrade: Upgrade to a higher plan
Billing Portal: Access Stripe customer portal
Payment Methods: Manage payment methods
Invoices: View and download invoices
Plans Available:
Free: Limited submissions per month
Starter: Higher limits, basic features
Growth: Higher limits, priority support
Business: Custom limits, dedicated support
Enterprise: Unlimited, custom features
Navigation
Sidebar
The sidebar provides quick access to all main sections:
Project Overview: Dashboard home
Forms: Form management
Templates: Form templates
Responses: Submission management
Analytics: Analytics and insights
Webhooks: Webhook configuration
Header
The header includes:
Search: Quick search across forms and responses (⌘K)
Environment Selector: Switch between workspace environments
Notifications: View system notifications
User Menu: Access profile, settings, and logout
Keyboard Shortcuts
⌘K: Open command palette / search
⌘O: Go to Overview
⌘F: Go to Forms
⌘T: Go to Templates
⌘R: Go to Responses
⌘A: Go to Analytics
Best Practices
Organizing Forms
Use environments to separate development and production forms
Use descriptive form titles and descriptions
Archive old forms instead of deleting them
Tag forms for better organization (if available)
Managing Responses
Regularly review and respond to submissions
Use notes to track follow-up actions
Star important responses for quick access
Export responses regularly for backup
Analytics
Monitor completion rates to identify form issues
Review drop-off points to optimize form flow
Track field-level analytics to improve UX
Export analytics data for reporting
Webhooks
Test webhooks before going live
Monitor webhook delivery logs
Use webhook secrets for security
Set up retry logic in your webhook handlers
Troubleshooting
Can't See Forms
Check that you're in the correct environment
Verify you have the correct permissions
Refresh the page or clear browser cache
Webhooks Not Firing
Verify webhook URL is accessible
Check webhook is enabled
Review webhook logs for errors
Ensure webhook endpoint returns 200 status
Analytics Not Updating
Analytics may take a few minutes to update
Check that forms are set to "live" status
Verify events are being tracked correctly
Next Steps
API Reference - Use the API for programmatic access
Workspace Environments - Learn about environment management
Webhooks - Configure webhooks for real-time notifications
Analytics - Understand analytics features
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