Head to Content > Forms in your Admin Portal and click "Create your first form" to get started.
Choose a form from the template library and customize it
or
Create from scratch
Adding blocks
A block is a piece of content, used to build your form.
Forms uses a drag-and-drop builder with a full range of question types:
Multiple choice: one answer from a list of options
Checkboxes: one or more answers from a list
Dropdowns: a compact selection menu
Rating scales: numerical or star-based scores
Open text: free-form written responses
Matrix grids: rate multiple items on the same scale
And many more!
You also have layout and embedded blocks available, such as:
Paragraph, to write a short note
Divider
Thank you page
Image, video, audio, embed external content via iframe
etc...
Personalize your questions
Once you have added a block, you will be able to phrase your question and the each of the option's value.
Don't forget to save as you build! 🙂
Block settings
Blocks can be:
Deleted
Duplicated
Required
Hidden
Moved through the page to rearrange the order
To select a specific setting, click on the square, next to the +, to open the menu.
Conditional logic
You can add conditional logic to show or hide specific questions based on how someone answered a previous one — keeping the form relevant and focused for each respondent.
Access this feature next to the "Save" button, at the top right of the form.
Brand your form
Add a clear title and description to inform people why you are collecting this data.
Add a cover image to give your form a polished, on-brand look.
Preview your form
Once your form is finalized, you can see how it looks like with the preview option.
Access this feature next to the "Save" button, at the top right of the form.
You can reply to questions to test them out and your answers won't be taken into account.
Tips
> If you do multiple pages, members will be able to visualize the progression of their submission.
> If you want to come back to another version of your form, click on "Version history" next to the "Save" button.
You'll be able to select the version you need and restore it!
Ready to publish? Check out the article on the subject here.