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Create your first form
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Create your first form

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

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  1. Click + Create a new form in the left sidebar of your dashboard
  1. If prompted, select the workspace to create it in
  1. Choose a starting method:
      • Start from scratch for full control
      • Import questions by pasting from docs or spreadsheets
      • Generate with AI to get a draft from your goal or prompt

2) Add questions

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Mokaform feels like writing a document:
  1. Type / to insert question types: short text, long text, email, number, multiple choice, rating, file upload, and more
  1. Just start typing to add explanatory text between questions
💡
Short forms convert better. Aim for your minimum set of questions that still achieves your goal.

3) Customize questions

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Click any ⋮⋮ icon to open settings such as:
  1. Toggle Required for essentials only
  1. Add clear Placeholder text, e.g. name@company.com for an email question
  1. Use Help text to clarify complex questions
  1. Set Validation for emails, URLs, phone numbers, or number ranges
  1. For choice questions, add other option as needed
⚠️
Avoid making every question required. Over‑constraining forms often reduces completion.

4) Make your form smarter

Reference previous answers

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Type @ while editing any text to mention an earlier answer.
  • Example: “Thanks @Name — what’s your budget?”
  • Use in question text, descriptions, or post‑submit messages for a conversational feel

Conditional logic

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In the Workflow tab, show questions only when relevant:
  • 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)

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Pre‑fill specific fields by adding parameters to the form URL:
https://your-form-link?name=Sarah&company=Acme
Great for:
  • Event registrations when attendee info is known
  • Customer feedback with known account details
  • Sales follow‑ups with CRM data

Variables

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Variables are calculated fields for math and text operations behind the scenes.
  • Calculate totals: prices × quantities, tax, shipping
  • Score quizzes automatically
  • Concatenate or format text
  • Create conditions based on computed values
Common use cases:
  • 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

Customize the design to match your brand
Customize the design to match your brand
Use the Customization panel to match your brand:
  • 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
Consistent branding and clear spacing build trust and increase completion.
Also on each page:
  • Click Add cover to include a header image
  • Click Add logo to display your brand

6) Test before you share

Use Preview and complete the form like a real respondent.
  • 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?
Fix anything that feels awkward or causes hesitation.

7) Publish and share

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  1. Click Share to make your form live
  1. Copy the form link and share it
  1. Open the Share tab for additional options
You can:
  • Email the link to contacts
  • Post on social media
  • Embed on your website
  • Add to your email signature

8) After you publish

Responses appear immediately in your dashboard, including:
  • Starts vs. completions
  • Individual responses with timestamps
  • Basic completion analytics
Enable notifications if you want alerts for new responses. Export data to spreadsheets or downstream tools anytime.

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

What to explore next


Summary

You now have a concise workflow to create, customize, and publish a high‑converting form. Iterate based on real responses and keep optimizing for clarity and brevity.
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