Getting Started with Forms

Create forms to capture the information you need and embed or send your form where people can fill it out. You can then view and take action on your responses.

Forms and surveys are both created the same way, so you can use this help center for guidance while creating, sending, and analyzing your forms.

Creating a Form

To create a new form, click Create Survey from the header menu in your account and choose from the options.

Get started with a blank page. You can add questions by using the tools in the left sidebar to build your form. If you have questions ready to go and want to copy and paste them to your form, select My questions are already written.

You can create a copy of a form that's in your account. This way you don't have to start from scratch or change past ones that have already collected responses.
The form questions, logic, theme, and other design settings are carried over to the copy, but you'll need to create a new collector to send your form.

TIP! Click the Favorite icon to add the form to your favorites so it’s easier to find the ones you use most often.

Get a head start by using a template designed by our team of experts. Use the dropdown menu to browse templates by type to find the right survey for you. If you're on a team, you can also browse your team templates. Click on any template to learn more about it and preview the questions. You’re able to customize questions and answer choices so it's relevant to your goals. For example, you can add the specific product or company name you're looking for feedback on. You may also want to add new questions or delete questions that aren't useful to you.

When you're working on your form, use the sidebar to add your own questions or choose pre-written questions from our Question Bank. You can apply question settings to further customize too.

If you have a long form, break it up into multiple pages. Pages help you organize your form into sections, which makes it easier for people to take. Plus, every time they go to the next page, their previous responses are saved.

After your questions and pages are set up, it's a good time to apply logic to the form. Logic can help you get better data by creating a more personalized experience for respondents.

After your questions and logic are in place, you can focus on fine-tuning the look and feel of your form with our design and display options. Some customization options are only available on certain paid plans.

Add a payment page to your form to collect payments for classes, application or membership fees, event registrations, and more.