Configure general and SEO settings

Use Settings > Form details for the form name and template/workflow-template designation. Use Marketing & Analytics for public-page metadata and approved tracking code.

Example: prepare a public event form

1. Open Settings > Form details.
2. Set a clear internal form name. Do not mark a routine production form as a template or workflow template unless that is its intended use.
3. Open Marketing & Analytics.
4. Set Title, Keywords, and Description to accurately describe the public form. Avoid placing personal data in metadata.
5. Add Google Analytics, Google Tag Manager, or Facebook Pixel code only when it is approved, privacy-reviewed, and scoped to the published form.
6. Preview or publish through the approved process and inspect the public title/description.

Expected result

The form has an identifiable internal name and public metadata that accurately represents it. Tracking code is deliberate and covered by the organization’s privacy obligations.