How to create a form
Forms in Collect let you gather structured information from your clients — whether it's basic contact details, service preferences, or more complex data like addresses and dates.
You can fully customize your forms using a variety of field types, along with rich formatting, instructions, and validation options.
In the campaign editor, click “Add element” and select Form.
Give your form block a title — this will appear in the client portal.
Optionally, add instructions or a description to guide your client through the form.
Click “Add a new question” to begin adding fields.
You’ll be presented with a list of field types to choose from — each one tailored for specific types of data.
Here’s a breakdown of all the field types and what you can use them for:
Short text – For brief responses like first name, company name, or ID number.
Long text – For detailed responses like feedback, comments, or descriptions. You can also set the display size (small, medium, large).
Yes / No – A simple toggle for binary answers (e.g., “Do you agree to the terms?”).
Dropdown – Lets clients select one option from a predefined list.
Multiple choice – Clients can select more than one option. You can set minimum or maximum number of selections.
Checkbox – A single checkbox, often used for confirmations like “I have read and agree”.
Number – Accepts numeric values (e.g., quantity, budget).
Date – For selecting a specific date. You can define limits (before/after).
Email – Validates that the input is in email format.
Phone number – Accepts phone numbers in international formats.
Website – Validates URL format.
Country – A searchable list of countries (dropdown).
Address – Collects full address including street, city, zip code, and country.
Secret – A masked field (e.g., password or confidential codes).
You can also add non-input blocks to better organize your form:
Section – A visual divider to group related fields together.
Info block – Add formatted text to provide context or instructions (e.g., "Before you begin, please read the following").
For every question you add, you can configure additional settings:
Required – Make the field mandatory.
Help text – Add helpful instructions (shown when hovering over the ❓ icon).
Default value – Pre-fill the field with suggested content.
Placeholder – Show example text in the response box.
Question ID – Assign a unique identifier (used for APIs or integrations).
Validation – Set character length, number ranges, date limits, etc.
You can reorder fields using drag-and-drop, and delete or edit any question using the icons beside each field.
Once your form is complete:
Click “Add this form” to save it and add it to your portal.
You can come back and edit it any time through the campaign editor.
Forms are a powerful way to streamline data collection and make your onboarding experience smooth and professional.
You can fully customize your forms using a variety of field types, along with rich formatting, instructions, and validation options.
How to add a form to your portal
In the campaign editor, click “Add element” and select Form.
Give your form block a title — this will appear in the client portal.
Optionally, add instructions or a description to guide your client through the form.
Click “Add a new question” to begin adding fields.
You’ll be presented with a list of field types to choose from — each one tailored for specific types of data.
Available field types
Here’s a breakdown of all the field types and what you can use them for:
Text fields
Short text – For brief responses like first name, company name, or ID number.
Long text – For detailed responses like feedback, comments, or descriptions. You can also set the display size (small, medium, large).
Choice fields
Yes / No – A simple toggle for binary answers (e.g., “Do you agree to the terms?”).
Dropdown – Lets clients select one option from a predefined list.
Multiple choice – Clients can select more than one option. You can set minimum or maximum number of selections.
Checkbox – A single checkbox, often used for confirmations like “I have read and agree”.
Input fields
Number – Accepts numeric values (e.g., quantity, budget).
Date – For selecting a specific date. You can define limits (before/after).
Email – Validates that the input is in email format.
Phone number – Accepts phone numbers in international formats.
Website – Validates URL format.
Country – A searchable list of countries (dropdown).
Address – Collects full address including street, city, zip code, and country.
Secret – A masked field (e.g., password or confidential codes).
Static elements (non-question)
You can also add non-input blocks to better organize your form:
Section – A visual divider to group related fields together.
Info block – Add formatted text to provide context or instructions (e.g., "Before you begin, please read the following").
Customizing each field
For every question you add, you can configure additional settings:
Required – Make the field mandatory.
Help text – Add helpful instructions (shown when hovering over the ❓ icon).
Default value – Pre-fill the field with suggested content.
Placeholder – Show example text in the response box.
Question ID – Assign a unique identifier (used for APIs or integrations).
Validation – Set character length, number ranges, date limits, etc.
You can reorder fields using drag-and-drop, and delete or edit any question using the icons beside each field.
Saving your form
Once your form is complete:
Click “Add this form” to save it and add it to your portal.
You can come back and edit it any time through the campaign editor.
Forms are a powerful way to streamline data collection and make your onboarding experience smooth and professional.
Updated on: 02/04/2025
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