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Create a form

Start interacting with your customers by creating a form.

  1. From My forms, select Create form.

  2. Enter a name for your form and select Create.
    You’ll be taken to the Build screen. This is where you add fields to your form. You choose fields based on the type of response you want from your users—do you want them to enter some text or pick an option? Select a date or upload a file? Check out the list of fields for a full rundown.

  3. You’ll notice we’ve automatically added a section to your form already. Enter a name for the section.
  4. Drag a field from the left toolbar and drop it into the first section of your form.

Once you’ve added a field, you can hover over it for more options (these will vary depending on the field).

Hand icon.

Move the field up or down the form

Gear icon.

Access settings for the field

Icon showing two panes.

Duplicate the field

Trash icon.

Delete the field

Once you’re finished, hover over the buttons on the bottom right to Publish, Preview or Save your form.

Publish

The Publish button makes your form go live. After you've published it, you can share it and start getting responses. But before you publish, you might want to test that everything’s working properly - visit this page for more on testing and publishing.

If you're on an Enterprise plan, you create a new version of a form each time you update it. You can go back and see old form versions whenever you like, and even restore an old version. Add notes when you publish a new version to record what changed and why.

When you publish as an enterprise user, the 'Publish form' popup window will include an area to add a note for the form version. You can also choose to publish now or schedule publishing for later.

Save and preview

Choosing Save and preview will open a preview version of your form that you can use to test what you’ve made. Go to Test and publish your form for the details.

Save

Choosing Save will save your form without publishing it. Come back to it whenever you want to make changes and publish.

What next?

Use Smart Logic to show or hide parts of your form based on what’s come previously, so users only see what they need to see.

Customize your form by adding a form description, changing the look and feel, choosing what happens with responses and more.

Once it’s published, see how your form is performing - view the responses you’ve received, and get insight into submission numbers and times.

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