Brand Help DocsCollab activation & data capture

How to use unique collection forms in your onboarding + custom forms

Create context-specific product collection forms that differ from your creators' default forms. Ideal for capturing collection context in unique forms such as campaigns, recipes, fits, etc.

When you need to collect product information in a specific context—like recipe shopping lists or skincare treatments by concern—you can set up custom forms that use different collection structures than your creators' default forms. Here's how to do it:

Step-by-step setup

1. Create the creator's default collection form

Start by setting up the default collection form for each creator's tier. This form will automatically appear whenever a creator goes to make a new collection through their standard workflow in the creator dashboard.

2. Build your custom collection form

Create a new collection form specifically for your custom use case. Set this form to be available to everyone in your organization. Don't worry—any creator-specific collection forms will take precedence over this generic one in their individual workflows. This also means that in general, all your creator tiers should be associated to a more direct collection for so that this form does not appear in their regular collection creation flow.

3. Link the custom collection form to a new custom form

When building your custom form, directly reference the specific collection form you created in step 2. Now when people use your custom form, it will bypass the creator's default collection form and use your context-specific version instead.

This also works in your onboarding forms, it's the same flow but instead of a custom form use an onboarding form.

Use cases

This setup is perfect for creating targeted collection prompts in your dashboard, such as:

  • Recipe shopping lists
  • Skincare treatments organized by concern
  • Seasonal product roundups
  • Gift guides by recipient type
  • Any scenario where you need to collect product data in a structure that differs from generic collections

Use this approach whenever you need to gather product list data in a context-specific manner while maintaining your creators' standard collection workflows for their regular use.

Collab activation & data capture