We’ve added a ton of powerful new features to custom intakes, giving you more flexibility, control, and polish when creating your own intakes in Sembley.

If you’ve already seen our custom intake tutorial, this update introduces several new enhancements that make your intakes even more dynamic and professional.

1. More Question Types

You can now add new question types to your custom intakes, including:

Email
Date
Dollar amount
Phone number

These new fields make it easier to collect clean, structured data from clients without needing to rely on generic text fields.

2. Rich Text Blocks with Embedded Video

We’ve added a new text editor block to help you communicate clearly with your clients. Use it to:

Add explanatory text between questions
Write a welcome message for your intake
Embed videos directly from YouTube

For example, you might start your intake with a short message about your agency, followed by a video explaining your services. It’s a great way to make your intake feel friendly and personal.

3. Subtabs for More Organized Intakes

Subtabs let you group questions together inside a single space.

For example, you could start with a Services tab asking which types of insurance a client needs, and then use a More Information subtab to ask follow-up questions based on their selection.

This keeps longer intakes easy to navigate and ensures clients only see questions that are relevant to them.

4. Import Questions from the Question Bank

You can now import pre-built questions from Sembley’s question bank directly into your custom intake.

Search by form or category, select the questions you want, and add them instantly.

You can even mix and match across forms. For example, adding “Drivers list” questions for truckers and “Gross receipts” questions for restaurants.

5. More Design Options

We’ve expanded the Design panel to give you more control over how your intake looks and feels.

You can now:

Choose from a curated set of background colors vetted for readability
Match your intake to your agency’s branding
Optionally hide navigation tabs for a cleaner, more minimal experience

6. Enhanced Sharing and Routing

When you’re ready to share your custom intake, you can now use a:

Sharable link – Send a link directly to prospects. You can even route responses to a specific team member.
Embed on your website – Add your intake directly to your site with a simple copy-and-paste embed code.

Choose whether to display your logo
Set the height of the embedded form
Route inbound submissions to the team member of your choice

Try It Out

You’ll find more flexibility, smarter logic, and easier sharing — all designed to help your agency collect better information with less effort.