Skip to main content

Building a form

A questionnaire is a title, an optional intro, and a list of questions. Here's how to put one together.

Start a new form​

Go to Templates → Questionnaires and click New template. That opens the builder.

Fill in:

  • Questionnaire Title: the name of your form. This one's required.
  • Description: an optional intro shown to clients at the top of the form. Use it to set expectations or say thanks for filling it out.

Add your questions​

The body of the form is a list of Items, with a live count so you can see how many you've added.

Click Add item to add one. For each item you can set:

  • Question: the label your client reads, like What time does the ceremony start?
  • Helper text: an optional hint shown under the question.
  • Placeholder: faint example text inside a text box (for text-style questions).
  • Options: the choices for a choice question. You'll need at least two.

Some questions don't need all of these, a Date question has no options, for example. The builder shows only what fits the question type.

You can add up to 100 items to a form.

Reorder and tidy up​

The order in the builder is the order your client sees.

  • Reorder by dragging an item, or use Move up and Move down.
  • Expand an item to edit its details, then collapse it again.
  • Delete an item you don't need.
  • Change a question's type right in place, switch a Short Text question to a Single Choice one without starting over.

Mark the must-answer questions​

Each item has a Required toggle. Turn it on for anything a client has to fill in before they can submit. Required questions are clearly marked on the form clients see.

What's next​

tip

Editing a form here doesn't touch questionnaires you've already sent. Those keep the version they went out with, so you can keep polishing your form freely.