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How to Use Form Builder

Article author
Ly Do
  • Updated

Overview

Creating forms on our platform is quick and easy, follow these instructions below to learn how to use our Form Builder tool

Please note: In order to use the Form Builder Tool, you will need to have the Interactive Forms feature enabled on your account. If you do not have Interactive Form yet, or if you're not sure if you have interactive forms, please contact our customer success team. 

Quick Links ⚡️

Creating Forms

Other Important Features of Form Builder

Available Question Types in Form Builder

Other Content Options in Form Builder

Guide 📖

Creating Forms

Click on your username in the top right corner of your screen, followed by the 'Configuration' option

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Once on the configuration page, click on the 'Forms' tab. If your account is associated with multiple divisions, find the correct division you'd like to create a form in and click 'Create new form in {{division_name}}'

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You will need to enter the name of your form. Please note that the form titles will be visible to your clients. From here you will choose to make the form required or not by checking the "Required Form" box.

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If a form is requiredyour clients will need to fill out the form before being able to move forward with the onboarding steps and/or connecting with you. If a form is optional, your clients will have the option to skip the form to connect with you and come back to it after their session.

Here are a few things to keep in mind when determining if you want to set the form as an Internal Form or a Participant Form

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When you're ready to start building, begin by clicking on the "Insert content" button.

"Insert Content" will allow you to choose the type of questions you want to include in your form. You're able to select from multiple choice, multiple checkboxes, single checkbox, scale, dropdown, short answer, long answer, and file upload options.

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You can also select 'Other' options if you'd like to adjust the formatting of your form or add additional context around other questions or form elements. You are able to enter basic text, an image, a divider line, or a page break.

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Once you have chosen the type of question or other component selected, type in your question or text and click outside of the box to finish the question. 

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Note: To make an individual question skippable, set the "Required" toggle to off. 

To move on to the next question, click on the "Insert Content" button where you see fit. Continue with this process until you are finished with your form. 

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You can click on the "Preview form" button at the top of your screen at any time to preview your work and see how your form will look when assigned to a client. 

When you're done, click on the "Save" button in the top right corner to save your work.

Other Important Features of Form Builder

Rearranging Content 

Using the "Move Content Up" button allows you to move the question you are working on up 1 slot. This means if this question (or line) that you are working on is line 20, you will move it up to line 19 and line 19 will become line 20.

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Using the "Move Content Down" button allows you to move the question that you are working on down 1 slot. This means if this question (or line) that you are working on is line 20, you will move it down to line 21 and line 21 will become line 20. 

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Duplicate 

This allows you to duplicate the question and question type that you are working on. The duplication will be added below the line you are working on. 

Required

This allows you to make the question either:

  • Mandatory (users will not be able to skip the question)
  • Skippable (users will be able to skip the form and still submit the form)

Turning the toggle off (it will turn grey) will mark the question as skippable. 

Available Question Types in Form Builder

Multiple choice:  Answers to be presented using radio buttons.

  • With this question type, users will be able to choose only 1 option.
  • To change the order of the options, click on the up and down arrow on the right hand side.
  • To delete the options, click on the "x" button.
  • To add options, click on "Add another choice". 

Checkboxes: Answers will be presented as boxes that have to be checked off.

  • With this question type, users will be able to choose more than 1 option.
  • To change the order of the options, click on the up and down arrow on the right hand side.
  • To delete the options, click on the "x" button.
  • To add options, click on "Add another choice". 

Scale: Answers will be presented in a Likert Scale

  • With this question type, users will be able to choose only 1 option.
  • To change the order of the options, click on the up and down arrow on the right hand side. 
  • To delete the options, click on the "x" button.
  • To add options, click on "Add another choice". 

Dropdown: Answers will be listed in a drop down menu.

  • With this question type, users will be able to choose only 1 option.
  • To change the order of the options, click on the up and down arrow on the right hand side.
  • To delete the options, click on the "x" button.
  • To add options, click on "Add another choice". 

Short answer: With this question type, users will be able to type in their answer in text format.

  • As a best practice, these answers should be limited to under 100 words.

Long answer: With this question type, users will be able to type in a long answer in text format.

  • As a best practice, these answers should be expected to exceed 100 words.

File upload: With this question type, users will be able to upload a file from their device and attach it to their form submission. Click here to learn more about collecting files using forms.

Other Content Options in Form Builder

Text: With this question type, you will be able to include information on your form. Within this type, you will be able to format your font using the following features:

  • Bold 
  • Italic
  • Choose text size 
  • Change the text into a bullet point or numbered list 
  • Include emoji 
  • Include URL link 

Images: With this question type, you will be able to upload an image into the form. The Text (optional) field is the caption of the picture. 

Divider lines: This feature will allow you to visually break up the questions on your form into a series of sections. Using divider lines can help improve the readability of your form, leading to higher conversions and better response rates.

Page breaks: This feature will allow you to break your form into multiple pages. Anything included after the lines will be included in subsequent pages of your form. Use this feature if you're uploading a long document such as an intake form or practice policies that span multiple printed pages.

Need A Hand? 🙋🏽🤔

Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!

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