---
title: Fill out a survey
slug: fill-out-a-survey
docTags: 
createdAt: 2022-11-29T21:38:03.000Z
---

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**Who can do this: **

- Anyone with editing permissions for Forms, Homescreen, and Messages
:::

Allow users to submit information conveniently through a form. For example, if preparing for an event, include questions like:

- Dietary preferences or menu selections
- Allergy information
- Interest in a contest (e.g., upload a photo)

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# Add a form

Start by adding a form.

1. Go to **Forms ➤ Forms **and click** Add.**
2. Enter a** Form title** (e.g., Company Barbecue Attendee form). 
3. Click **Add field**.
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:::WorkflowBlockItem
# Add fields

Add the fields below.

### Prompt

- **Field type:** Select **Prompt.**
- **Text:** Enter instructions (e.g., We're looking forward to seeing you at our company barbecue! If you still plan to attend, please send us the info below by June 30th.)

### Radio group

- **Field type:** Select **Radio Group**.
- **Label:** Enter text (e.g., Are you bringing a guest?).
- **Required: **Tick to require an answer.
- **Options: **Enter **Yes**.
- **Add Option:** Select this and enter **No. **

### Picker 

- **Field type:** Select **Picker**.
- **Label:** Enter text (e.g., Protein). 
- **Prompt: **Tick to enter instructions (e.g., Please make your protein selection.).
- **Required: **Tick to require an answer.
- **Option: **Enter an option (e.g., Chicken)
- **Add option:** Select this to provide additional options, as needed.

Click the copy (+) sign on the right of the field, to add another Picker question.

### Text

- **Field type: **Select **Text.**
- **Label:** Enter text (e.g., Food allergies).
- **Prompt:** Tick to enter instructions (e.g., If you or your guests have food allergies, please indicate them below.).

### Media upload 

- **Field type:** Select **Media upload.**
- **Label: **Enter text (e.g., Contest photo).
- **Required: **Leave unchecked.
- **Media type:** Select **Photo**.

Here’s how your form setup will look after adding these questions.

![](https://api.archbee.com/api/optimize/UvIid87QOyOAFNtwAJwuq/PTDTIOpVG0qWJUDKbLZaf_tutorialcompanybarbecue.png)
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# Complete setup

Customize the form options:

- **Completion message:** Enter a closing note (e.g., Thank you).
- **Completion image: **(Optional) Select** Upload **to include an image.
- **Allow change/re-submit:** Tick to allow respondents to edit their answers before the deadline.

For details on **Menu appearance** refer to [Common settings](docId\:ceoUiF4_lCm4I65KxXKX5).
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:::WorkflowBlockItem
# Save and notify

Save and send a message that links to the form:

1. In the bottom-right, select **Save and send message.**
2. Choose recipients and a channel—then enter a brief message (e.g., Looking forward to seeing you at the company barbecue. Share your food preferences here).
3. Click **Send message.**

Your message is sent and your form is active for the timeframe you set, or until you disable or remove it.
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:::WorkflowBlockItem
# View responses

View & download responses:

1. Go to **Forms **and select the form from the list.
   - The **Form** window opens and the **Responses** tab is selected by default.
2. Select the** List** tab to view and download responses.

 For exporting details, see [View & export responses](docId\:qaSUOoy2ryRtI8JJE2Qs2).
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