How does the Forms module work?

Marlon Misra
Marlon Misra
  • Updated

The Forms module makes it easy to request various types of information from clients. To use the Forms module, click on Forms in the sidebar to see forms and assign them to clients. Alternatively, click on a client on the Clients page and select the Forms tab to see the same information specific to one client. 

Forms overview page

On the overview page you can see all forms you and your team have created. For each form you can see the name, creator, number of clients the form has been shared with, number of clients that have provided answers, and the creation date. 

If you click the action button () you can assign the form to clients, edit the form, export the form, duplicate the form, and delete the form. 

Forms details page

On the Forms overview page, if you click on a form you can see the Forms details page. Here you can see a channel for each client that the form has been shared with. If you click on a channel you can see the details of the response. In addition, you can share the form with additional clients by clicking +

Create a form

To create a new form click + New in the top-right of the Forms page. Here you can give a title to the form and add one of 4 different types of questions:

  • Multiple choice lets you provide a set of possible answers that the client can choose from. In the right-sidebar you can select Single answer if clients should only be able to select one answer or Multi answer if clients should be able to select multiple.
  • Short answer gives clients a limited amount of characters to provide a text answer.
  • Long answer gives clients a large amount of characters to provide a text answer.
  • File upload gives clients the ability to upload one or more files.

Share a form

To share a form click on the action button () on the Forms overview page and select Send form.

Notifications

Forms come with product and email notifications. Your internal team is notified when clients answer forms and clients are notified when there is a form request. 

Client experience

When clients log in, on the sidebar they will see Forms with a number beside the word that indicates how many form requests need to be completed. When they navigate to the page they will see a table of forms with an Answer button for forms that still require an answer. 

 

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