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Build a form

The form builder has 3 tabs: Questions, Responses and Settings. At the end, you have a form that asks what you need and sends the answers somewhere useful.

Before you start

Steps

Add questions

  1. Open the form. The Questions tab opens.
  2. Click a question type. The common ones show first. Click More types for the rest.
  3. Choose from: Short answer, Paragraph, Number, Multiple choice, Checkboxes, Dropdown, Yes / No, Rating, Net Promoter Score (0–10), Grid, Phone, Email, Date, Time, File upload, Location or Statement.
  4. Type the wording. Add Help text (optional) if needed.
  5. Turn on the required switch for answers you must have.
  6. For choices, type 1 option per line, or click Add option. A Grid has Rows and Columns.
  7. Open Only ask this sometimes to show a question only after an earlier answer.
  8. Use Duplicate this question or Delete this question to tidy up.
  9. Use Stop asking this — it stays here to hide a question. Ask this again brings it back.

Add structure

  1. Click Break the form up to add a page break.
  2. Click Leave a note to add a sticky note for your team.
  3. Click Do something with the answers to add an outcome.

Import questions

  1. Click Import questions.
  2. Choose From a file with the columns question, type, required, help and choices. Separate choices with a semicolon. Click Copy a sample to see the format.
  3. Or choose From another form.

Style the page

  1. Click the theme button: Colour, typeface, layout and how to reach you.
  2. Set the headline, button text and the line under it. Pick a colour and a layout, Landing page or card form.
  3. Under Ways to reach you, add Phone, WhatsApp, Website or Details page. Add an address and open hours if you like.

Choose settings

  1. Open the Settings tab.
  2. Under General, set Status to Draft, Active or Archived. Set a short Key for the link.
  3. Under Sharing, turn on Share with a public link. The form must be Active. Optional: Domain, Let search engines find it and an Analytics tag.
  4. Under Responses, choose Collect email addresses, Limit to one response and a Lead source.
  5. Under After submission, set the Thank-you message, Button after submitting and a link to Or send them straight on.
  6. Turn on outcomes: a new lead in CRM, save answers on the contact under keys, record consent, or book an appointment with a Service and Staff member.

Save and publish

  1. Click Save. The bar shows All changes saved or Unsaved changes.
  2. Click Publish. Fix any problem it lists, then publish again.
  3. If you leave with changes, Leave without saving? offers Keep editing, Discard changes or Save and leave.

Troubleshooting

Issue Cause Fix
Publish is refused. A check failed. Common ones: 2 questions share a key, a choice question has no options, or answers go nowhere. Read the message, fix it and publish again.
A conditional question is not allowed. It depends on a later question. Pick an earlier question.
The public link does not work. The form is not Active. Set Status to Active.