Form Management
Learn how to create, configure, and manage your feedback forms effectively.
Creating a Form
Step-by-Step Process
Navigate to Forms
- Go to your dashboard
- Select Forms from the sidebar
Create New Form
- Click Create Form button
- You'll be taken to the form builder
Configure Basic Settings
- Title: Enter a descriptive title (minimum 3 characters)
- Description: Add optional context for your form
- URL Slug: Auto-generated, but you can customize it
Add Form Fields
- Click Add Field to create questions
- Choose from different field types
- Configure field properties and validation
Publish Your Form
- Set status to Public to start receiving responses
- Draft forms won't accept submissions
Important
Only forms with "Public" status can receive responses. Remember to publish your form after configuration!
Form Status Management
Draft Status
- Form is being configured
- No responses can be submitted
- Perfect for testing and setup
Public Status
- Form is live and accepting responses
- API submissions are enabled
- Responses are collected and stored
Archived Status
- Form is no longer accepting new responses
- Existing responses remain accessible
- Useful for completed campaigns
Field Types and Configuration
Available Field Types
| Field Type |
Description |
Use Case |
| Text |
Single-line text input |
Names, short answers |
| Textarea |
Multi-line text input |
Comments, detailed feedback |
| Number |
Numeric input |
Ratings, quantities |
| Email |
Email validation |
Contact information |
| Select |
Dropdown options |
Categories, preferences |
| Radio |
Single choice |
Yes/No, ratings |
| Checkbox |
Multiple choices |
Features, interests |
Field Configuration Options
- Required/Optional: Control if field must be completed
- Validation Rules: Set minimum/maximum values or lengths
- Placeholder Text: Guide users with helpful hints
- Default Values: Pre-populate common responses
Best Practices
Form Design
- ✅ Keep forms short and focused
- ✅ Use clear, specific questions
- ✅ Group related fields together
- ✅ Test your form before publishing
Field Organization
- ✅ Put required fields first
- ✅ Use logical question ordering
- ✅ Provide helpful placeholder text
- ✅ Limit open-ended questions
Response Collection
- ✅ Monitor response rates regularly
- ✅ Review submissions for insights
- ✅ Export data for analysis
- ✅ Archive completed campaigns
Form Limits
Free Tier Restrictions
- 3 forms per organization
- 5 fields per form
- 100 responses per form
- 100 API requests per hour
Managing Limits
- Archive old forms to create new ones
- Prioritize your most important feedback collection
- Consider upgrading when Pro tier becomes available
Viewing Form Results
Accessing Results
- Go to Forms list in dashboard
- Click on the form title you want to review
- View the form details page with all responses
What You'll See
- Summary Statistics: Total responses, completion rates
- Individual Responses: Detailed submission data
- Response Timeline: When feedback was submitted
- Export Options: Download data for external analysis
Response Data Includes
- All field responses and values
- Respondent information (if provided)
- Submission timestamp
- Device and browser information
- Marketing attribution data
- Location and locale information
Troubleshooting
Common Issues
Form not receiving responses?
- ✅ Check if form status is set to "Public"
- ✅ Verify API key has correct permissions
- ✅ Ensure field IDs match your API calls
API calls failing?
- ✅ Confirm API key is included in headers
- ✅ Check field ID format (must be valid UUID)
- ✅ Verify JSON structure matches documentation
Missing response data?
- ✅ Check if respondent data is being sent
- ✅ Verify field mappings are correct
- ✅ Ensure form hasn't reached response limit