---
title: "Embed a form in a message"
description: "Put a published form or poll into an email, Slack direct message or channel post from the editor's Widgets menu, with a button style and action tracking."
sidebar:
  order: 2
area: flows
feature: forms
appPath: /flows/home
lastVerified: 2026-10-22
version: "2026-10-16"
audience: admin
screenshots:
  - id: flows-forms-embed-form-dialog
    caption: The Embed Form dialog with the form search, Button Style and Track Action.
related:
  - flows/forms/build-a-form
  - flows/steps/add-a-button-to-a-message
  - flows/steps/add-reminders
  - flows/forms/review-and-export-submissions
intercom:
  - id: "16857779"
    title: Create and Use Forms (Pyn 2)
    url: https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2
    note: draws on
  - id: "6005821"
    title: Embed a Google Form
    url: https://intercom.help/pyn/en/articles/6005821-embed-a-google-form
    note: "Pyn 1 article, kept for reference"
---

A form reaches people inside a message, not as a separate link you have to remember to send. Embedding it in a step ties every submission to that step's enrollment, so Pyn knows who was asked, who answered and who still has not.

## Before you start

- The form is published. Drafts do not appear in the list. See [Build a form](https://support.pynhq.com/flows/forms/build-a-form/).
- The step is a **Send Direct Message**, **Send Email to Employee** or **Post to Channel** step in an automation or campaign.

![Embed Form, from the Widgets menu, lists published forms and polls under Form.](https://support.pynhq.com/media/flows/forms/flows-forms-embed-form-dialog.png)

## Steps

1. In Pyn, open the automation from **Flows**, **Automations**, and select the step to open it in the drawer.

2. Write the message around the form first: what you are asking, why, and by when.

3. Place the cursor where the form goes, select **Insert widget** (the puzzle icon) in the toolbar, then **Embed Form**.

4. Under **Form**, open the list that reads **No selection** and select the form. Polls appear in the same list.

5. Choose a **Button Style** (**Default**, **Primary**, **Danger**) and keep **Track Action** ticked so a submission marks the step actioned.

6. Select **Save**. The form appears in the editor as a pill named after the form.

7. Select **Preview**, pick an employee under **Preview for principal**, then **Send a test to yourself** and answer the test. Select **Publish** on the automation.

> **Note:** A test submission is recorded as a test: it is excluded from the submission list and export, and it never triggers a flow.

## How it renders

- **Email**: a button that opens the form on a page of its own (the respond page, `/respond/...`), with the fields, **Submit** and then **Submitted. Your response has been recorded.** The link is personal to the recipient and does not expire.
- **Slack**: the fields render inside the message. A **Buddy** or **Mentor** field is a Slack user picker; a Likert scale is a row of buttons.
- A form answered once reads as answered; a second visit to the link shows the recorded answers.

## What you should see

Under [Enrollments](https://support.pynhq.com/activity/enrollments/), the step's delivery reads **Delivered**, then **Actioned** once the person submits. The submission appears in the form's **Activity** drawer with the respondent's name. Add a reminder on the step so people who have not answered are nudged: see [Add reminders](https://support.pynhq.com/flows/steps/add-reminders/).

## Related

- [Build a form](https://support.pynhq.com/flows/forms/build-a-form/) to create and publish the form.
- [Add a button to a message](https://support.pynhq.com/flows/steps/add-a-button-to-a-message/) for the other widgets.
- [Add reminders](https://support.pynhq.com/flows/steps/add-reminders/) to chase unanswered forms.
- [Review and export submissions](https://support.pynhq.com/flows/forms/review-and-export-submissions/) to read the answers.

## Related Intercom articles

- [Create and Use Forms (Pyn 2)](https://intercom.help/pyn/en/articles/16857779-create-and-use-forms-pyn-2) — draws on
- [Embed a Google Form](https://intercom.help/pyn/en/articles/6005821-embed-a-google-form) — Pyn 1 article, kept for reference