Dynamic Forms & Live Sessions

Dynamic Forms

Dynamic Forms let you embed custom forms on your public profile page to capture leads, registrations, survey responses, support requests, and other visitor input.

Creating a Dynamic Form

1. Navigate to Engagement → Forms (/dynamic-forms).
2. Click + Create Form.
3. Enter a title and slug (used in the public URL).
4. Add an optional description, image, or video.

Adding Fields

Click + Add Field to add inputs to your form:

For each field, configure:

• Label — The question or field name shown to visitors
• Placeholder text — Hint text inside the input field
• Required — Whether the field must be filled before submitting
• Options — For dropdown, radio, and checkbox fields, list the choices

Form Settings

• Success message — Text shown after a visitor submits
• Post-submit action — Optional next step shown after submit:
• Button or download link — Send visitors to a resource, checkout page, or external offer
• Private file download — Let visitors download a file through Savantly without exposing the source file URL
• Coupon / promo code — Show a copyable code on the success screen
• Redirect — Send visitors to a thank-you or booking page after a short delay
• Start / end date — Optional window when the form accepts submissions
• Maximum submissions — Optional cap on total responses
• Require signup — Require visitors to sign in before submitting
• Allow multiple submissions — Whether the same visitor can submit more than once
• Save as contact — Automatically add submitters to your Contacts list with optional tags

Publishing the Form

1. Set the form status to Published.
2. Click Create Form or Update Form.

Sharing and Embedding

From the forms list, use Share on any published form to:

1. Copy the direct link to the public form page (/forms/[slug] on your site)
2. Copy the embed code (<iframe> snippet) for pitch decks, landing pages, or external sites

You can also open the form on your public site from the external-link button.

Viewing Form Submissions

1. Go to Engagement → Forms.
2. Click Submissions on a form card.
3. Review each response, mark as read/archived, or delete entries.
4. Export submissions to CSV from the submissions page.

New submissions also appear in your Inbox notifications.

Live Sessions (Webinars)

Live Sessions (Webinars) let you host live video events for your audience — product demos, workshops, Q&A sessions, training calls, and more. Powered by 100ms, a professional video infrastructure platform.

Creating a Live Session

1. Navigate to Engagement → Live Sessions (/webinars).
2. Click + New Live Session.
3. Fill in session details:

• Title — Session name (e.g., "Product Demo: Q1 2026 Feature Launch")
• Description — What the session covers and who it's for
• Start date and time — When the session begins
• Duration — Estimated length in minutes
• Cover image — Visual for the session listing and promotion
• Registration required — Whether attendees must register in advance

When registration is enabled, Savantly automatically creates a linked Dynamic Form for sign-ups. You can customize those fields later under Engagement → Forms.

Inviting Hosts

Add co-hosts or panelists to your session:

1. In the session setup, open Hosts.
2. Search for team members or profiles to add as co-hosts.
3. Co-hosts receive host permissions in the live room.

Going Live

1. Open the session from Engagement → Live Sessions.
2. Click Start Session when ready (available shortly before the scheduled time).
3. Use the built-in controls for video, audio, screen share, chat, and Q&A.

After the Session

• Recordings are saved when enabled
• Registration and attendance data is available from the session detail page
• Follow up with attendees using Contacts and Email Campaigns

Tips

• Set Require signup to off for open lead-capture forms; leave it on for member-only surveys.
• Use Save as contact with tags like webinar-lead to trigger email automations.
• Use Post-submit action to deliver a lead magnet, coupon, or booking link immediately after someone submits.
• Share the embed code in pitch decks so visitors can submit without leaving the presentation.