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Receive Module Guides

CORE MODULE

Receive Module Guides

Receive is where you collect inbound information from your customers — applications, updates, claims, surveys — using interactive online forms that feed straight into your systems, no manual rekeying required. Everything below walks you through it, step by step.

BROWSE THE GUIDES

Overview

Navigate the Receive module and understand workspace essentials.

1

Navigate the Receive module

2

Publishing and Hosting Forms

3

Authentication Features

4

Forms Activity Insights

Getting Started

Set up your form workspace, customise branding, and learn the essentials.

1

Customise Default Form Appearance

2

Add Custom Fonts

3

1

Set up Domain Whitelabelling

2

How Cloudflare Protects Your Published Forms

1

Create a New Form

2

Navigate the Form Template Workspace

3

Configure Save and Resume

4

Add Actions to a Form

1

Navigate the Design Canvas

2

Toolbox Components Reference

3

Pre-built Widgets Reference

4

Configure Form Validation Messages

5

Configuring Post-Submission Messages

6

7

Form Design Best Practices

1

Manage Images and Other Assets

Form Customisation, Logic and Security

Configure authentication settings, input logic and personalisation.

1

Overview of Authentication Modes

2

Multi-factor Authentication using SMS (OTP)

3

Multi-factor Authentication using Email (OTP)

4

Pre-fill Data Settings and Authentication

5

KYC Mode using Verify Add-On Module

1

Configure Conditional Content Logic

2

Creating Calculated Fields

3

Configure Input-level Validators

1

Pre-fill forms with User Data

2

Use Variables for Personalisation

3

Custom CSS for Toolbox Components

4

Custom Code Overview

5

Configure Address Lookup

6

Add CSS to a Form

7

Add a Custom HTML Header to a Form

8

Add JavaScript to a Form

Templates and Responses

View, manage, and review form templates and responses.

1

View Form Templates

2

Managing and Viewing Responses

Automation and Integrations

Connect forms via APIs, webhooks, notifications, and automate data exports.

1

Set up Webhooks for Form Submissions

2

Connect to your Core Platforms via API

1

Automate Notifications and Post-submit Actions

2

Automate Data Exports