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> Use this file to discover available pages before exploring further.
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# 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/form-editor_1cnq5ov.jpg)

## 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.