So you want to gather information by creating a form but don’t know how? Well, you’ve come to the right place!
We’re going to show you how to easily create a form so that you can ask the right questions and get the right answers, you can either watch our short tutorial video (at end of the article) or read the steps below:
- Create new, or select an existing presentation
- Once in the editor, select WIDGET
- Within the widget drop-down menu, select FORMS
- Once you select forms, you will see a page with 2 columns, on the left, it will say ‘manage forms’, if you have already created any, then you will see a CREATE FORM button or a list of previously created forms
- If you want to edit a pre-existing form, simply select the form, and a preview of the form will show on the right-hand side of the screen, to edit simply click the pencil icon
- If you want to create a new form, select CREATE FORM
- If you are creating a new form, you will be led through the creation process:
- Templates- Select the type of form you wish to create, either one from our pre-designed templates or build one from scratch, all forms can be edited to your specifications
- Edit- Here you will edit the form, you can add questions and select the type of question (i.e. multiple choice, drop-down, text, etc.), change the buttons, customize the content as needed, be sure to save as you go by clicking the ‘✔’ next to each section/question
- Design- Finally you design the template how you see fit by changing colors, fonts, sizes, etc.
- Settings - You will name the form, how you wish to gather the information (either result will be sent to a designated email address, or you can have them ‘live’ within the form, for you to check whenever needed, this option is SUBMISSIONS DATA, the button on the top right of the creation screen)
- Templates- Select the type of form you wish to create, either one from our pre-designed templates or build one from scratch, all forms can be edited to your specifications
- After you are happy with your form, hit the SAVE button, now your form has been created and is waiting for you to use (which can be done immediately with the 'Insert Form' button.
- How to access the form after creation? Go into the project/slide you want to place the form, or if it’s the same project/slide stay on the page, then click WIDGETS, then again click FORMS, and there you will see on the left-hand side the newly created form, simply select the form you want to use, and click INSERT
- Forms can be edited at any time by going back into the forms homepage and clicking the little PENCIL icon next to the name of the form or by double-clicking on the form inside the editor, keep in mind that when editing forms, the form will be edited everywhere, the forms are ‘live’, meaning even after they are published they can be altered.
So if you've created a perfect form, only to have your direction change after it went live, don’t worry, simply add, remove, or edit questions as needed, whenever it’s needed, and to follow up with the results of the gathered information, you can view them in one of two ways:
- You have all results sent to an email of choice
- Results can be collected in the SUBMISSION DATA section of the form creation
To watch the tutorial video:
We hope this helped and as always feel free to reach out to our amazing support team with any questions, we’re here to help at [email protected]
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