LinqMe Docs

Head to the signup page and create your account using email and password, or sign in with Google or GitHub. Once signed up, LinqMe automatically creates a workspace for you with your name and a unique subdomain.

After signup, you will land on the dashboard where you can start building your first form right away.

The dashboard is your command center. The left sidebar gives you quick access to every section:

The sidebar also shows your current usage (submissions this month) and allows you to collapse it for more screen space. On mobile, navigation moves to a bottom tab bar with a slide-out drawer for the full menu.

To create your first form, go to Forms and click the "New Form" button. Give it a name, an optional description, and start adding fields. Each form can have one or more steps, and each step holds any number of fields.

From the Forms page, click "New Form." You will see a form editor with a sidebar for steps and fields, and a live preview area. Forms start with one step by default.

Each form has a name (displayed to your clients), a slug (used in the URL), and an optional description. You can also set a confirmation message that appears after submission, or redirect clients to an external URL.

LinqMe supports over 25 field types, from simple text inputs to advanced components like budget allocators and competitor analyzers. See the Field Reference section for a complete breakdown of every available field type.

Break long forms into manageable steps. Each step has its own title and description, and clients see a progress indicator as they move through. Use the form editor sidebar to add, reorder, or remove steps.

Steps can be made conditional so they only appear when certain criteria are met. For example, you might show a "Brand Guidelines" step only if the client selected "Branding" in a previous step.

Any field or step can be shown or hidden based on the value of another field. This is configured through the Logic tab in the form editor. Conditions support operators like equals, not equals, contains, is empty, and is not empty.

When a step has all its visible fields hidden by conditions, the step is automatically skipped during the form flow so clients never see an empty page.

Each form has additional settings accessible through the Settings panel in the form editor:

LinqMe offers four different layout styles for how your form appears to clients:

You can change the layout style per form from the form settings panel. The layout can be previewed in the editor.

Save time by duplicating an existing form. From the Forms list, use the menu on any form card to create a copy. The duplicate will have all the same steps, fields, and settings but a new slug.

The Entries page shows all submissions across your forms. You can filter by form, search by client name or email, and click into any entry to see the full submitted data including file attachments.

Each entry detail view shows all field values organized by step, with download links for uploaded files and the client's contact information.

Entries have three possible statuses:

Export your entry data in two formats:

Add clients manually or let them be created automatically when they submit a form. Each account includes a name, email, phone, company name, and status (active, inactive, or pending).

Click into any account to see their profile details, submission history, and any notes you have added.

Use tags to categorize your clients. Tags make it easy to filter and search across your accounts. Common tag patterns include project type, industry, priority level, or referral source.

In Settings, go to the Branding tab to configure your workspace appearance:

Connect your own domain (like forms.youragency.com) so clients see your URL instead of a LinqMe subdomain. Go to Settings, then the Branding tab, and follow the DNS setup instructions.

Your storefront is the public-facing page where clients can see and start your forms. It is accessible at your subdomain (yourslug.linqme.app) or your custom domain. The storefront displays your logo, brand colors, and either all your active forms or a single primary form, depending on your Landing Mode setting.

On Starter and Agency plans, you can fully white-label the experience:

Connect cloud storage providers to automatically route file uploads from your forms to the right place.

Once connected, you can set a cloud storage destination on any file upload field in the form builder. When a client uploads a file, it will be automatically sent to your chosen provider and folder.

Collect payments directly within your forms by connecting a payment provider:

Some advanced field types like the Competitor Analyzer use AI to generate content. Connect an AI provider to unlock these features:

Go to Settings, then the Integrations tab, and add your API key under AI Integrations. You can select which model to use from the available options.

Protect your forms from spam and automated submissions with CAPTCHA:

Add your site key in Settings under Integrations, then add a Captcha field to any form.

The Analytics page gives you a real-time overview of how your forms are performing. Track page views, form submissions, completion rates, and drop-off points over time with interactive charts.

Analytics are tracked automatically for all your active forms. You can filter by date range and form to drill into specific performance data.

The Insights page lets you build custom dashboards with widgets. Each widget can display a specific metric or visualization, like most common field values, submission trends, or completion rates.

Create multiple insight dashboards for different purposes. LinqMe can also auto-generate an insights dashboard based on your form's field types and data.

Invite team members to collaborate on your workspace. Go to the Team page and enter their email address to send an invitation. They will receive an email with a link to join your workspace.

Pending invitations show their status and expiration date. You can resend or revoke any invitation before it is accepted.

LinqMe supports three team roles:

Navigate to Partners in the sidebar and click "New Partner." Give the partner a name and slug. Once created, you can assign forms, invite team members, and configure branding for that specific partner.

Each partner can have its own logo, primary color, and custom domain. This means every client-facing page for that partner shows their unique brand identity.

LinqMe offers three plans to fit your needs:

You can upgrade, downgrade, or cancel your plan at any time from the Billing page. Changes take effect at the start of your next billing cycle.

The Billing page shows your current plan, usage stats, and billing date. Use the "Manage Subscription" button to open the Stripe customer portal where you can update your payment method, switch plans, or cancel.

All your invoices are listed in a searchable, filterable table on the Billing page. Each invoice shows the date, amount, billing period, and status. You can view the invoice details or download a PDF for your records.

LinqMe supports multiple ways to sign in:

Add an extra layer of security with MFA. Go to Settings, then the General tab, and look for MFA Settings. You can set up a TOTP authenticator app (like Google Authenticator or Authy) that generates a code each time you log in.

When you enable MFA, you will also receive recovery codes. Store these somewhere safe in case you lose access to your authenticator app.

Passkeys offer the most secure and convenient sign-in experience. Using WebAuthn, you can register a biometric authenticator (like Touch ID or Face ID) or a hardware security key.

Manage your passkeys in Settings under the General tab. You can register multiple passkeys and remove ones you no longer use.

View all your active sessions in Settings under the General tab. Each session shows the browser, operating system, IP address, and last activity time. You can revoke any session to sign it out remotely, which is useful if you suspect unauthorized access.

Update your display name and avatar from the General tab in Settings. Your email address is shown for reference but is managed through your authentication provider.

Personalize the look of your dashboard with a custom color palette. Choose from several preset palettes or pick your own accent color. This only affects your view of the dashboard, not your clients' experience.

Export all your account data as a JSON file from the Advanced tab in Settings. This includes your profile, forms, entries, clients, and settings. Useful for backup or GDPR compliance purposes.

If you need to delete your account, you can do so from the Advanced tab in Settings under the Danger Zone. This action is permanent and cannot be undone. All your data, forms, entries, and integrations will be removed.