This update introduces a refreshed UI for configuring:
Embed Layouts: now with clear layout previews for Sticky Sidebar, Slide-In, Popup, and Inline.
Trigger & Activation Settings: reorganized into easy-to-understand sections with real-time logic toggles.
Sharing Options: simplified tabs for Embed Code, Shareable Link, and Email.
Form-to-Email Appending: easily append forms directly into Topline OS native email templates or your own saved templates via a dropdown selection.
More Visual. More Clear.: Icons, toggles, and layout previews help you set things up without second-guessing.
Minimize Sidebar Options: Now includes a title field and left/right positioning.
Email Embeds Made Easy: Pick a template, choose your form, and you’re done — all in one seamless flow.
Streamlined Navigation: Toggle between forms, surveys, and quizzes effortlessly while managing embed settings.
Go to Sites > Open any Forms, Survey, or Quiz Builder
Click Integrate in the top-right corner.
Use the new tabbed UI to:
Choose Embed Code layout & behavior
Copy a Share Link or Send to social
Embed into an Email Template automatically by just choosing the template (for Forms)
Template Library
No functionality has been removed — just streamlined. Everything you could do before is still here, now with a more user-friendly interface. You can still control when and how embeds appear using scroll, timer, or visit triggers. Embedding into emails now happens natively without the need to go to the Email Builder and manually select a form
