Build a professional form in minutes. This guide walks you from blank page to published link, with best practices to boost completion rates.
Overview
Create your form
Add and customize questions
Make it smarter with logic, references, URL parameters, and variables
Brand it and preview on mobile
Publish, share, and track responses
Troubleshoot common issues
1) Create your form


Click + Create a new form in the left sidebar of your dashboard
If prompted, select the workspace to create it in
Choose a starting method: Start from scratch for full controlImport questions by pasting from docs or spreadsheetsGenerate with AI to get a draft from your goal or prompt
2) Add questions

Type to insert question types: short text, long text, email, number, multiple choice, rating, file upload, and more/
Just start typing to add explanatory text between questions
3) Customize questions

Toggle Required for essentials only
Add clear Placeholder text, e.g. for an email questionname@company.com
Use Help text to clarify complex questions
Set Validation for emails, URLs, phone numbers, or number ranges
For choice questions, add other option as needed
4) Make your form smarter
Reference previous answers

@Example: “Thanks @Name — what’s your budget?”
Use in question text, descriptions, or post‑submit messages for a conversational feel
Conditional logic

Follow‑up pricing questions only if “Interested in purchasing” is selected
Ask company size only for business customers
Branch follow‑ups based on satisfaction ratings
URL parameters (pre‑fill)

https://your-form-link?name=Sarah&company=AcmeEvent registrations when attendee info is known
Customer feedback with known account details
Sales follow‑ups with CRM data
Variables

Calculate totals: prices × quantities, tax, shipping
Score quizzes automatically
Concatenate or format text
Create conditions based on computed values
Order forms: running totals and final price
Quizzes: points and result messages
Lead scoring: weight answers like budget and timeline
Event fees: compute based on options
5) Make it look professional

Fonts that match your site
Text, background, and button colors
Button placement optimized for mobile (sticky at bottom is often best)
Optional custom CSS for pixel‑perfect control
Click Add cover to include a header image
Click Add logo to display your brand
6) Test before you share
Do all questions make sense on first read?
Are required fields truly necessary?
Does it work smoothly on a phone?
Is the thank‑you message clear and actionable?
7) Publish and share

Click Share to make your form live
Copy the form link and share it
Open the Share tab for additional options
Email the link to contacts
Post on social media
Embed on your website
Add to your email signature
8) After you publish
Starts vs. completions
Individual responses with timestamps
Basic completion analytics
Troubleshooting
No responses Confirm it’s published and that your share message explains the value of responding
People start but do not finish Shorten the form. Reduce required questions. Remove friction
Low‑quality or odd responses Add help text and validation rules. Use choice options where appropriate
FAQs
Can I personalize confirmation messages? Yes. Use @mentions of prior answers or variables in confirmation text
Can I A/B test forms? Duplicate your form and share two links to compare performance
How do I protect sensitive data? Limit questions to what is necessary, enable validation, and review sharing controls
