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How do I create a new Form?
Lauren Everett avatar
Written by Lauren Everett
Updated over 2 years ago

To create a new form, start by navigating to Apps > Forms. You can create a new form by clicking on “create a new form” and naming it.

Standard Questions

The first step in setting up your form will be determining which information you want to collect from those filling it out.

  • First name, last name, and email are always required, but the rest is up to you.

  • If there is information you aren’t interested in including on your form, simply toggle the data-point on or off using the “Include” button to the right.

Custom Questions

If you keep scrolling, you’ll see the option to include custom questions.

  • When you click “Add a Custom Question to this Form”, you’ll be prompted to select the type of answer you’ll be collecting for this question:

    • Dropdown

    • Multi Select Checkboxes

    • Text Input

    • Rating

  • Once you make your choice, you’ll see a space to type your question, as well as any response options if this is relevant to the answer type you selected.

Call to Action Design

Here is where you’ll design your Call-to-Action button, or the button your customers will use to “submit” the form.

  • Button Text: choose what you’d like your “submit” button to say

  • Button Color: choose the color of your button

Once you are done with the above, click “Save” at the bottom to save your changes.

Publish

The last and most important step in creating your form is publishing.

  • In the top-left, you’ll see a “Publish” button - click this to officially publish your form to the internet. No one will have access to the form until it’s shared. You can find information on how to share it here.

*Note: If you make any changes to your form after it’s been published, you’ll need to save and re-publish.

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