Getting Started with Aeion Forms

Navigate: Form → Settings

Form behavior:

• Require login — Only authenticated users can submit
• One submission per user — Prevents duplicate submissions
• Save partial progress — Enables mid-completion saves with resume link
• Close date — Form auto-closes on a specific date
• Notifications — Email admin when submission is received

Branding:

• Custom success message (shown after submit)
• Redirect URL (redirect to a page after submit)
• Custom CSS (advanced styling)

Integrations:

• CRM sync — Map form fields to CRM contact fields
• Webhook — POST submission data to an external URL
• Blueprint — Trigger a workflow on submission

Spam protection:

• Honeypot field (hidden field that bots fill, humans don't)
• CAPTCHA integration (reCAPTCHA v2/v3, hCaptcha, or Turnstile)
• Rate limiting per IP

Navigate: Form → Publish

Share options:

• Direct link — https://yourtenant.aeionos.com/forms/{formSlug}
• Embed code — Iframe embed for your website
• Popup widget — Floating button that opens the form modal
• QR code — Print-ready QR for physical events
• Email campaign — Send via Marketing module

Form views tracked: Every form open is recorded separately from submissions, so you always know your true completion rate — submissions ÷ views.

Embed code:

html <iframe src="https://yourtenant.aeionos.com/forms/contact-us" width="100%" height="600" style="border: none; border-radius: 12px;" ></iframe>

Headless React hooks (@aeion/forms-react):

```tsx import { useAeionForm } from "@aeion/forms-react";

function MyCustomForm({ formId }) { const { fields, submit, isSubmitting, error } = useAeionForm(formId); // Render your own UI while using Aeion's validation and submission logic } ```

Navigate: Forms → [Form] → Analytics → AI Analysis

Every text response is scored automatically, the moment it's submitted:

Sentiment scores per response:

json { "submissionId": "sub_01J8XK4N3P", "text": "The product quality is excellent but delivery took too long", "sentiment": "positive", "confidence": 0.72 }

How it works:

1. Each response is sent to your tenant's configured AI provider with a classification prompt
2. The provider returns a sentiment label (positive / neutral / negative) plus a confidence score for every response
3. Results are aggregated into the overall sentiment breakdown shown on the Analytics tab
4. If no AI provider is configured (or the call fails), responses fall back to a neutral default rather than a guessed classification — you'll see a note on the analysis indicating AI wasn't available

Theme extraction:

json { "name": "delivery_speed", "description": "Customer mentions of shipping and delivery times", "frequency": 47, "exampleResponses": [ "Delivery was fast and well-packaged", "Took a week to arrive, expected it sooner", "Arrived on time with no issues" ] }

Word frequency: Top 100 words across all responses, excluding filler words. Useful for finding unexpected themes.

Navigate: Forms → [Form] → Analytics → Scores

NPS computation:

``` Promoters (9-10): 45 Passives (7-8): 30 Detractors(0-6): 25 Total: 100

NPS = (45/100) 100 - (25/100) 100 = +20 ```

Industry benchmarks: +30 is good, +50 is excellent, below 0 needs urgent attention.

Every form's analytics overview includes: total responses, completion rate (submissions ÷ views), average completion time, NPS (-100 to +100), CSAT average (1-5), and CES average (1-7) — recalculated the moment new responses come in.

NPS trend over time: weekly trend points show promoters, passives, detractors, and total responses for each period.

Weekly trend shows trajectory — is NPS improving or declining?

Cross-tabulation: "How does NPS break down by industry?"

Row: industry (tech, healthcare, retail, finance) Column: nps_category (promoter, passive, detractor) → Count matrix per combination

Navigate: Marketing → Survey Campaigns → New Campaign

Why survey campaigns? Send the same survey to many recipients, track response rates, and analyze results per campaign.

Create a survey campaign:

1. Select form — Choose the survey form to send
2. Define audience — CRM contacts, manual list, or segment
3. Schedule — Send now, or schedule for a specific date/time
4. Set reminders — Remind non-respondents after N days

Campaign stats tracked:

typescript { campaignId: "camp_01J8XK4N3P", total: 5000, sent: 4980, delivered: 4950, opened: 3200, clicked: 2100, responded: 840, bounced: 30, failed: 20, responseRate: 16.9 // (840 / 4980) * 100 }

Token-based response linking: Each recipient gets a unique, secure tracking token. When they respond, the submission is linked back to the campaign send record automatically.

A/B test subject lines:

Variant A: "Quick question — rate your experience" Variant B: "Help us improve: 2-minute survey"

Track opens and clicks per variant, then analyze response rate.

Navigate: Forms → [Form] → Integrations → CRM

Forms communicate with other modules natively — no HTTP, no Zapier:

Setup:

1. Select form fields to map to CRM contact fields
2. Save integration config
3. Every submission is picked up automatically by connected modules

What happens automatically:

Form submitted → CRM module: creates/updates contact with form data → Helpdesk module: creates support ticket → Marketing module: adds to follow-up campaign → Billing module: processes payment if payment field present

Other automatic behaviors:

• Spam-flagged submissions route to an admin review queue
• Payment initiation and confirmation sync with Billing checkout
• Notifications module sends any triggered emails
• Analytics tracks template usage

No middleware, no polling, no Zapier. Delivery is guaranteed.