Creating forms

Learn how to create forms using the form builder, add questions, and configure settings

Accessing the form builder

To create a new form, follow these steps:

  1. Navigate to your dashboard by clicking Dashboard in the main navigation
  2. Click on Forms in the sidebar menu
  3. Click the Create new form button at the top of the page
  4. You will be taken to the form builder interface

Quick tip: You can also create forms from templates by visiting the Forms Templates page, which provides pre-built forms for common use cases like contact forms, feedback forms, and waitlists.

Form basics

Every form has two essential components:

Form title

A clear, descriptive title that identifies the form purpose. This appears at the top of your form and helps users understand what information you're collecting.

Example:

Contact us

Description (optional)

Additional context or instructions for users. This helps set expectations about the form length, purpose, or how the data will be used.

Example:

We'd love to hear from you! Please fill out this form and we'll get back to you within 24 hours.

Adding questions

Questions are the building blocks of your form. Here's how to add them:

Step-by-step process

  1. 1

    Click "Add question"

    Look for the button in the form builder interface

  2. 2

    Select question type

    Choose from text, email, phone, select, radio, checkbox, and more

  3. 3

    Enter question text

    Write a clear question that users will see

  4. 4

    Configure options

    Set required status, add options for select/radio/checkbox questions

  5. 5

    Save question

    Click save to add the question to your form

Available question types

Ask Users provides a comprehensive set of question types to collect different kinds of information:

Text

Single-line text input for names, titles, short answers

Textarea

Multi-line text input for longer responses, comments, feedback

Email

Email address input with built-in validation

Phone

Phone number input with format validation

Number

Numeric input for quantities, ages, amounts

Date

Date picker for birthdays, appointments, deadlines

URL

Website or link input with URL validation

Select (dropdown)

Dropdown menu for single choice from multiple options

Radio buttons

Radio button group for single choice selection

Checkboxes

Multiple checkboxes for multi-select options

Rating

Star rating or numeric scale for ratings and scores

Reaction

Emoji reactions for quick sentiment feedback

Yes/No

Simple binary choice for yes or no questions

Content block

Rich text content for instructions or information (not a question)

Page break

Divide long forms into multiple pages

Question configuration

Each question can be configured with various options:

  • Required: Mark questions as required to prevent form submission without an answer
  • Display order: Control the sequence in which questions appear (can also drag-and-drop to reorder)
  • Options: For select, radio, and checkbox questions, add multiple choice options
  • Min/Max length: For text and textarea fields, set character limits
  • Rating range: For rating questions, configure minimum and maximum values with optional labels

Form settings

Configure how your form behaves with these global settings:

Require all questions

When enabled, all questions in your form become required. This overrides individual question settings and ensures users answer every question before submitting.

Note: Content blocks and page breaks are never required as they are informational only.

Allow multiple responses

Enable this to allow users to submit the form multiple times. Useful for feedback forms, recurring submissions, or when tracking multiple entries from the same user.

Tip: Disable this for one-time submissions like registration or waitlist signups.

Show progress indicator

Display a progress bar or percentage indicator showing how much of the form has been completed. This helps improve completion rates for longer forms by showing users their progress.

Thank you message

Customize the message displayed after successful form submission. Use this to:

  • Thank users for their submission
  • Set expectations for response time
  • Provide next steps or additional information
  • Include links to relevant resources

Saving and activating

After creating your form, you need to save and activate it:

  1. 1

    Save your form

    Click the "Save" button to save your form as a draft. This saves all questions, settings, and customizations.

  2. 2

    Test your form (optional but recommended)

    Preview your form before activating to ensure everything looks and works as expected.

  3. 3

    Activate your form

    Click the "Activate" button to make your form available for users. Once activated, you can share it or embed it on your website.

Important: Inactive forms cannot receive submissions

Forms must be activated to accept submissions. Inactive forms will display a message to users that the form is not currently available. You can deactivate a form at any time to stop accepting new submissions.

Best practices

Tips for creating effective forms

  • Keep it short: Only ask for essential information. Long forms have lower completion rates.
  • Use clear labels: Write question text that is unambiguous and easy to understand.
  • Choose appropriate question types: Use email fields for emails, phone for phone numbers, etc. This provides better validation and user experience.
  • Group related questions: Use content blocks or page breaks to organize questions into logical sections.
  • Mark only essential questions as required: Too many required fields can frustrate users.
  • Test before publishing: Fill out your own form to ensure it works correctly and provides a good user experience.
  • Use progress indicators for long forms: Help users understand how much is left to complete.
  • Provide a meaningful thank you message: Set expectations and provide next steps after submission.
  • Mobile-first design: Remember that many users will fill out forms on mobile devices. Keep this in mind when choosing question types.

Next steps

Now that you've created your form, here are some recommended next steps: