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.

How to add a form to your portal

1. In the campaign editor, click “Add element” and select Form.
2. Give your form block a title — this will appear in the client portal.
3. Optionally, add instructions or a description to guide your client through the form.
4. 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