Using Forms
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Looking to grow your contact list? Need an easier way to gather project info? Getting the info you need and keeping it all organized has never been easier. From capturing leads to receiving final feedback, Forms can help you every step of the way.

Watch our helpful video for an easy introduction to Forms or learn more down below.

Creating a form

You can create a new form by clicking the 'New' button in the top navigation or by clicking any of the 'New form' buttons in the Forms Dashboard.

Select from the ready-made templates, or create your own from scratch — you can preview any template before beginning to create/customize your form.

The form builder is divided into two main areas: the navigation bar and the canvas area, and the form elements panel.

The navigation bar

In this area, you'll be able to manage your form and form responses. You can:

  • Rename the form

  • Share the form (when published)

  • View the responses

  • Delete the form

The canvas area

Here’s where you’ll do the bulk of your work to create your form. You can add your logo, a fun header image, and give your form a personalized header title.

Drag 'n drop blocks from the form elements section in the right panel to customize your form.

Your options are:

  • Contact info: collect contact information for any new leads interested in your services.

  • Dropdown: collect a single answer from a list of options in a dropdown menu format

  • Heading: a heading between sections of questions or to add in extra text.

  • Multiple choice: collect multiple answers from a list of options in a checkbox format

  • Number: collect an answer that is numerically based

  • Paragraph text: a description block of multi-line text

  • Single choice: collect a single answer from a list of options in a radio button format

  • Single line text: a description block of single line text

  • Star rating: collect a 1 to 5 rating in a star format

  • Web address: collect a website url address (the field validates if a url has been correctly input or not)

You can further customize form elements by editing headers, adding descriptions and requiring responses to certain fields, or adding and removing options/answers. You can arrange and rearrange your sections easily or easily delete sections by clicking the trash icon.

Finishing your form

Once you’re all done creating your form, preview it to see how it will look to others. Then click the green “Publish” button to share it with the world.

Sharing your form

Click the share tab in the navigation bar to get a shareable link for your form.

You can also add your form anywhere on your website using the embed code 💎. Check out our helpful links below for more information on how to embed your form. Don't see your hosting site below? Let us know how we can support you.

💎 note: the embed code is only available in the Pro plans.

Viewing your form responses

When responses start rolling in, you can view them by clicking the new response number your Forms Dashboard.

Click the view response button to see what information your leads, clients, etc. have left for you.

Note: Response can be deleted or added to your client list by clicking the 3-dot menu button.

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