Forms 101

Forms allow you to quickly collect information from a variety of of sources, including on your website or blog. In this article, we'll discuss building a form and sharing it so you can begin collecting responses.

 

Building Your Form

To get started, click on Choose App from your dashboard, then select Form from the menu. You can choose to create a new form from scratch or choose from a number of pre-built templates.

 

Screen_Shot_2017-06-15_at_11.45.37_AM.png

 

Next, give you form a name and description. You'll have the ability to modify this later on if you change your mind. 

 

 

Once on the Design page, you can choose whether or not to display a title page to your respondents which will include your name and description.  If you do not wish to have a title page, uncheck the box below. 

 

 

Adding fields to your form is just as easy as adding questions to your other qrveys.  Just click the + Add button, then choose New Field and finally, choose the field type from the drop-down menu below. Forms include all of the field types you're most likely to use, including name, address, phone numbers and email addresses.  You can also choose from a number of question types including multiple choice, text, numeric and dates. 

 

Screen_Shot_2017-06-15_at_9.57.00_AM.png

 

 

Adding Sections

Sections allow you to group multiple fields onto one page and have respondents submit those fields with a single click.  They also provide a handy way to identify groups of fields with a common header.  To add a section, click on the + icon in between any two fields or the + icon at the bottom of the design page, then select New Section from the menu.

Screen_Shot_2017-06-15_at_9.58.47_AM.png

 

After adding a section, provide the name and then continue building your form.

 

Screen_Shot_2017-06-15_at_11.04.44_AM.png

 

Here is what a completed section will look like.

 

Screen_Shot_2017-06-15_at_11.07.37_AM.png

 

 

Adding Text

You may wish to add additional text or instructions to your form. Qrvey forms makes it easy by allowing you to add a text area before or after any field.  Just click the + button, then choose Add Text. You may then enter the text or instructions you'd like to include. 

 

 Screen_Shot_2017-06-15_at_11.15.47_AM.png

 

Here is what your respondents will see.

 

Screen_Shot_2017-06-15_at_11.16.10_AM.png

 

 

Adding A Custom "Thank You" Page

If you'd like to add a custom thank you message after respondents submit their form, just click the + Add button after your last form field, then choose Add Custom "Thank You" Page as shown below. 

You may then enter the message you'd like respondents to see.

 

 

Customizing Your Form

Once you are happy with all of your questions and form fields, you can click the Customize tab to change colors, add your logo or set in-context option if you'll be embedding this form into a website. To learn more about customizing, click here.

 

 

Publishing Your Form

Once you are finished building your form, click the Publish tab.

 

Screen_Shot_2017-02-27_at_10.43.21_AM.png

 

By default, all forms will collect data until you deactivate them.  If you are ready to begin collecting responses, click on the Activate button.

 

 

Once active, you can share your form by copying the provided link, or by clicking any of the buttons to share it via social media or via email.  If you'd like to add your form directly to your website or blog, choose the iFrame or In-Context buttons to generate the necessary HTML that you can copy and paste into your website. 

 

Screen_Shot_2017-02-27_at_10.36.25_AM.png

 

 

 Viewing Your Results

Now that you form is live and collecting responses, the next thing you'll probably want to do is see and analyze the results as they come in.  Fortunately, we have an article that explains all of Qrvey's powerful analysis options.