To create a new form, start by navigating to Marketing > Forms. You can create a new form by clicking on “create a new form” and naming it.
Standard Questions
The first step in setting up your form is determining which information you want to collect from those filling it out.
First name, last name, and email are always required, but the rest is up to you.
If there is information you aren’t interested in including on your form, simply toggle the data-point on or off using the “Include” button to the right.
Custom Questions
If you keep scrolling, you’ll see the option to include custom questions.
When you click “Add a Custom Question to this Form”, you’ll be prompted to select the type of answer you’ll be collecting for this question:
Dropdown
Multi Select Checkboxes
Text Input
Rating
Once you make your choice, you’ll see a space to type your question, as well as any response options if this is relevant to the answer type you selected.
Call to Action Design
Here, you’ll design your Call-to-Action button, which your customers will use to “submit” the form.
Button Text: choose what you’d like your “submit” button to say
Button Color: choose the color of your button
Once you finish the above, click “Save” at the bottom to save your changes.
Publish
The last and most important step in creating your form is publishing.
In the top-left, you’ll see a “Publish” button - click this to officially publish your form to the internet. No one will have access to the form until it’s shared. You can find information on how to share it here.
*Note: If you make any changes to your form after it’s been published, you’ll need to save and re-publish.