Tutorials
Get users to...
Provide info
2min
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)
1
Add a form
Start by adding a form.
- Go to Forms ➤ Forms and click Add.
- Enter a Form title (e.g., Company Barbecue Attendee form).
- Click Add field.
2
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.
3
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 sections.
4
Save and notify
Save and send a message that links to the form:
- In the bottom-right, select Save and send message.
- 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).
- Click Send message.
Your message is sent and your form is active for the timeframe you set, or until you disable or remove it.
5
View responses
View & download responses:
- Go to Forms and select the form from the list.
- The Form window opens and the Responses tab is selected by default.
- Select the List tab to view and download responses.
For exporting details, see View & export responses.
Updated 27 Nov 2024
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