The onboarding flow guides you through setting up your first contact form in just a few steps.
Overview
The onboarding process consists of four main steps:
- Welcome - Introduction to SupportRetriever
- Essentials - Basic form configuration
- Brand - Customize appearance
- Share - Get your form link
Step 1: Welcome
The welcome screen introduces you to SupportRetriever and outlines what you'll accomplish:
Let us set up your contact form
In a few simple steps we will make sure customers can reach you.
Step 2: Essentials
Configure the basic settings for your form:
Recipient Email
Enter the email address where form submissions will be delivered.
Page Title
The main heading displayed at the top of your contact form.
Description
Optional helper text that appears below the title.
A live preview updates as you type, showing how your form will look.
Step 3: Brand
Customize the visual appearance of your form:
Button Color
Choose from preset colors or use a custom hex color.
Text Color
Select the color for your title and description text.
Background Color
Set the form's background color.
Logo URL
Optionally add your company logo (displayed at the top of the form).
Step 4: Share
Get your form link and embedding options:
Direct URL
Copy the direct link to your form.
HTML Link
Get a complete HTML anchor tag ready to paste.
iFrame Embed
Copy iframe code for inline embedding.
Direct URL
HTML Link
Skipping Onboarding
You can skip the onboarding flow at any time by clicking "Skip, I'll learn it by myself" on the welcome screen. You can always set up your form later from the form management page.