Talkpush Forms is a native form builder designed to help recruiters collect structured data from candidates directly within the recruitment funnel. Instead of relying on external tools and manually transferring responses, Forms allows teams to gather information such as pre-employment details, availability, and document submissions — while automatically writing responses back into the candidate's profile in Talkpush.
The result? Less manual effort, better data accuracy, and a smoother experience for both recruiters and candidates!
What You Can Do with Forms
With Talkpush Forms, you can build flexible and fully integrated data collection workflows:
Capture new candidates directly into Talkpush campaigns
Collect and update data from existing candidates at any stage
Send personalized form links via SMS, email, or WhatsApp
Track visits, submissions, and drop-offs in real time
Sync candidate data automatically every 10 minutes
Customize form appearance with themes, colors, and fonts
Manage access across teams with role-based permissions
Forms Types
Talkpush Forms supports two types of forms, each designed for a different stage of the candidate journey.
Create
Used to capture new leads and generate applications in Talkpush. This option is ideal when the candidate does not yet exist in the system. By sharing a public form link through job postings, QR codes, or messaging channels, candidates can submit their information, which automatically creates a new application in the selected campaign.
Update
Used to collect additional or missing information from candidates who are already in the Talkpush CRM. Each candidate receives a unique, tokenized link that pre-identifies them, allowing them to complete only the required fields without re-entering existing information.
Navigating the Platform
To access the platform, log in at your organization's URL using your email and password. If you manage multiple companies, you'll be prompted to select one after login.
⚠️ If you see "Invalid email or password", verify that your account has been created by an admin first. New users must be invited before they can log in.
Managing Users and Roles
Talkpush Forms uses role-based access control to ensure the right level of access for each team member within a company.
Within each company, users are assigned one of the following roles: Admin, Editor or Viewer.
Permission Summary
The table below outlines what each role can and cannot do within Talkpush Forms:
Action | Admin | Editor | Viewer |
View forms & analytics | ✓ | ✓ | ✓ |
Create, edit, or delete forms | ✓ | ✓ | — |
Publish forms | ✓ | ✓ | — |
Sync candidates | ✓ | ✓ | — |
View submissions | ✓ | ✓ | ✓ |
Manage company users | ✓ | — | — |
To add a user:
Go to the Users section
Click “+ Add User”
Enter the user’s name and email
Select a role
Send the invitation
If access needs to be removed, the platform provides a simple way to manage permissions. Using the delete (trash) icon will remove a user’s access.
Navigating the Forms Page
Once logged in, you’ll land on the Forms page, which serves as the main hub for managing all your forms.
The Forms page displays all your forms with key details such as type (Create or Update), status (Draft or Published), and performance metrics like opens and submissions. You can switch between list and grid views, search for specific forms, or apply filters to quickly find what you need. Each form includes quick actions such as editing, duplicating, renaming, copying the link (for Create forms), or deleting.
Creating and Building a Form
Creating a form is simple and designed to be intuitive. To create a new form:
Click “+ Create Form” (top right)
Choose the form type:
Create (for new candidates)
Update (for existing candidates)
You’ll be taken directly to the Form Builder
Once inside, the Form Builder is your main workspace. It’s divided into three sections to make building your form easy and visual:
Left panel: Add and organize fields (drag-and-drop supported)
Center panel: Live preview with desktop and mobile view
Right panel: Form settings, customization, and assignment rules. Assignment rules define which Talkpush campaign will receive the data collected from the form, ensuring that all submissions are routed to the correct destination.
You can add different field types such as text, email, phone, number, date, dropdowns, checkboxes, and file uploads. You can also include headings or dividers to structure your form.
As you build your form, you can customize each field by setting labels, placeholders, and whether the field is required or optional. Conditional logic can also be applied to show or hide fields based on candidate responses, creating a more dynamic experience. Once your form is ready, click “Publish” to make it live and accessible via its link.
💡 Only published forms are visible to candidates—drafts remain internal.
Mapping Fields to Talkpush Attributes
Each form field must be linked to a Talkpush attribute using the Talkpush Identifier. This ensures that submitted data is stored correctly in the candidate profile.
For example:
First Name → first_name
Email → email
Phone → phone
Custom questions → mapped to custom attributes
💡 If a field is not mapped correctly, the data may not appear in the expected location in Talkpush.
The Talkpush Identifier corresponds to the attribute key used in Talkpush to store candidate data. If you’re unsure what identifier to use or need a new one created, reach out to your Account Manager or the Product Support team for assistance.
Sending Forms to Candidates
Forms can be shared with candidates in different ways depending on the use case.
For capturing new candidates, a public form link can be distributed through various channels such as job postings or messaging platforms. To copy the public link:
Go to the Forms page
Find your published Create form
Click the “Copy Link to share” icon
If the form is not yet published, Click the three-dot menu (⋯) on the form card and select “Copy Link”
The URL follows the format: https://forms.talkpush.com/form/{form-id}
For updating existing candidates, the system generates a unique, tokenized link for each individual, allowing them to access a personalized form without needing to re-enter their basic information. To send an Update form to a specific candidate:
Open the form
Go to Insights
Navigate to the Candidates tab
Select the candidate
Copy their unique form link
You can then share this link directly with the candidate.
💡 If multiple Update forms are linked to the same campaign, the candidate will be automatically redirected to the next pending form after submitting.
These links can be shared through SMS, email, WhatsApp, or other communication channels already used in your recruitment workflow. Because the forms are linked to candidate profiles, responses are automatically associated with the correct individual.
Candidate Data and Sync
Talkpush Forms integrates directly with the Talkpush CRM, allowing each field to be mapped to a candidate attribute so all submitted data is automatically written to the candidate’s profile.
For Update forms, candidates are synced every 10 minutes, with the option to trigger a manual sync to keep data up to date. Users can also trigger a manual sync if needed. This ensures that the candidate list remains up to date and that forms are always linked to the correct individuals and campaigns.
Tracking Performance with Insights
Each form includes an Insights tab that provides detailed analytics. You can track:
Visits & Submissions: Volume and trends over time
Drop-offs: Where candidates stop filling out the form
Completion rates and duration
Candidate-level tracking (Available for updates form type only)
By analyzing these metrics, recruiters can optimize their forms, adjust field requirements, and improve the overall candidate experience. This visibility is especially valuable for high-volume recruitment processes where efficiency and completion rates are critical.
Common Use Cases
Talkpush Forms can be used across different stages of the recruitment process to collect structured data efficiently. Common use cases include onboarding data collection, pre-employment requirements, document requests, shift preferences, availability confirmation, and updating candidate records throughout the hiring journey.
Use Case | Form Type | What to Collect |
Pre-employment screening | Create | ID details, work eligibility, references |
Document collection | Update | Upload passport, certificates, signed contracts |
Shift & availability | Update | Preferred hours, start date, location preference |
Onboarding intake | Update | Emergency contacts, bank details, equipment needs |
Employee referrals | Create | Referee name, contact info, role applied for |
Q: Can I have multiple forms for the same campaign? A: Yes. You can create as many forms as needed for a single campaign. Talkpush Forms also supports form sequencing, where candidates are automatically redirected to the next form in a series after completing a submission.
Q: How do I set up a new company? A: This is a superadmin action. You'll need to provide:
Once created, users can be added and forms configured under that company.
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