Forms

Forms let you collect structured information from your audience: onboarding questionnaires, RSVP details, audition signups, lead capture, fan polls, and graded quizzes with outcomes. Build it on a canvas, share the link, and watch the answers come in.

Where to find forms

Open Operations then Forms in the sidebar.

The list shows every form with its Title, Status (Draft, Published or Closed), the number of Responses, and when it was Created. Search by title or filter by status.

Each row's ... menu offers Edit Form, Copy Link (copies the public link to your clipboard) and Delete Form. Deleting a form deletes its responses too.

Creating a form

1. Click Create Form.
2. Enter a Form Title and an optional Description.
3. Click Create Form. You land straight in the builder.

The builder

The builder is a canvas you can pan and zoom, not a list of questions. On the left is the field palette, in the middle the canvas, and on the right a settings drawer for whatever you have selected.

Across the top: the form title (click it to rename it inline), the status badge, and the toolbar. Three tabs sit below: Builder, Responses and Analytics.

The toolbar

• Enable quiz turns the form into a graded quiz and opens the quiz settings. Once quiz mode is on, this button becomes Quiz settings and a Turn off quiz button appears beside it.
• Settings opens the form settings dialog.
• Share copies the public link. It appears once the form is published.
• Publish takes the form live, and becomes Unpublish afterwards.

On the canvas itself, floating in the corner: Save, and a red Delete that appears when you have a field, a section or an arrow selected.

Sections

A section is a page of your form. It appears on the canvas as a dashed box, and the questions inside it belong to that page.

Click Add section in the palette to make one. Select it and you can drag its corners to resize it; it also grows on its own to fit whatever you drop inside.

Move a field into a section by dragging it onto the box, or by using the Section dropdown in the field's settings, which lists every section plus No section.

Deleting a section deletes the fields inside it.

Once you have a section, a green Submit node appears automatically. It is the end of the form and cannot be deleted.

Adding questions

Click any type in the palette to drop it on the canvas:

• Short Text - a single line
• Long Text - a paragraph
• Number
• Email - checked for a valid address
• Single Select - pick one from a list
• Multi Select - pick several
• Date
• Rating - a numeric rating
• Yes / No - a straight two-way answer

Yes / No is a first-class type, not a two-option select. It works as a branch question, it gives you a clean Yes or No to write conditions against, and in a quiz its correct answer is one of two buttons rather than a list you have to type out.

Each question on the canvas shows its label, its type, a Required badge if it is required, and an X in the corner to delete it.

Editing a question

Click a question and the Field Settings drawer opens:

• Section - which page it lives on.
• Label - the question text.
• Description - helper text under the question.
• Placeholder - the hint inside the input.
• Required - whether an answer is mandatory.
• Options - for the select types. Add and remove the choices, one per row.
• Validation - Minimum and Maximum for Number and Rating; Max Length for the text types.

Branching

The canvas has two kinds of arrow, and they do different jobs.

Page flow arrows run from one section's right edge to another section's left edge, or to Submit. They decide which page comes next.

Question flow arrows run between individual questions, from the bottom of one to the top of another, and control which questions a respondent sees.

To route on an answer:

1. Select the section and set Branch on answer to. The dropdown offers only that section's choice questions (Single Select, Multi Select and Yes / No). A branching section shows a small branch icon in its header.
2. Draw an arrow from that section to each of the possible next pages.
3. Click an arrow to open the Condition drawer and set the rule for that path.

A condition has:

• A Label - the text drawn on the arrow, so your canvas reads like "Yes" and "No" rather than a tangle of anonymous lines.
• An Operator: Equals, Not Equals, Contains, Is Empty or Is Not Empty.
• A Value. For a Yes / No question you pick Yes or No; for a select you pick one of its options; otherwise you type it.

Remove Condition (make default) turns an arrow back into the fallback path. A section with no branch and no arrows simply continues to the next page.

Quizzes

Turn any form into a graded quiz with Enable quiz in the toolbar. A Quiz badge appears next to the status while it is on.

Quiz settings

• Pass / fail - turn this on for a pass mark, and set the Pass threshold (%). Leave it off and the quiz has no pass or fail, only outcomes.
• Show score on results screen - whether the respondent sees their score.
• Reveal correct answers - Never, After submit, or Only when passed.
• Shuffle options - randomise the option order for each attempt.
• Outcome buckets - the "you are a type A" style results. Add a bucket, give it a Key, a Min %, a Title and a Description. The respondent is shown the highest bucket whose minimum their score clears. Two buckets cannot share the same minimum.

Marking each question

With quiz mode on, a Scoring panel appears at the bottom of the Field Settings drawer.

Turn scoring on for a question and set its Points. Then, depending on the type:

• Single Select - tick the Correct option.
• Multi Select - tick the Correct options, and optionally Allow partial credit to award points in proportion rather than all or nothing.
• Yes / No - click Yes or No as the Correct answer.
• Short Text and Number - list the Accepted answers, one per row, and choose whether they are Case sensitive. An answer matching any of them is marked correct.

Question types that cannot be graded automatically (Long Text, Email, Date, Rating) show a Survey badge instead: they score nothing and are treated as survey-only.

Settings

Click Settings in the toolbar:

• Show Progress Bar - a progress indicator for respondents. On by default.
• Show Question Numbers - number each question. Off by default.
• Submit Button Text - override the default "Submit" label.
• Confirmation Message - the thank-you shown after submission.

Publishing and sharing

Forms are Draft by default and not reachable by the public.

1. Click Publish. The status flips to Published.
2. Click Share to copy the public link. Share it in an email, a social post, a smart link, or directly with one person.

Unpublish takes it back offline.

Responses

Switch to the Responses tab for every submission.

The table shows the Respondent (their name, or their email, or Anonymous), the Date, and two actions: an eye icon that opens Response Details with every answer laid out under its question, and a trash icon that deletes the response.

Analytics

The Analytics tab reads the results back to you.

• Total Responses and Today's Responses as headline numbers.
• Responses Over Time as a line chart.
• One card per question. Single Select, Multi Select, Yes / No and Rating draw a bar chart of the answers. Everything else lists how many unique values came back and the ten most common, with counts.

Quiz results

With quiz mode on, a Quiz results section appears at the top of the tab:

• Average score and Pass rate, as percentages. Pass rate reads None if you never set a threshold.
• Score distribution - a bar chart in ten-point bands.
• Per-question miss rate - your questions ranked worst first, each showing what share of respondents got it wrong. This is the fastest way to find the question that is badly worded rather than genuinely hard.

Acting on a submission

A form is not just a record. Every form you build is available as an automation trigger, listed under its own name and firing on Form submitted, with the answers available to every step that follows.

That means you can email a personalised reply, tag the contact based on what they answered, create a record from their answers, run the answers through the AI step, or branch on a Yes / No. And because an automation can be re-run against a specific submission, you can fix a flow and then run it live against a submission that came in while it was broken, so that person still gets what they should have.

Tips

• Start simple. A short-text question and an email field is enough for a first signup form.
• Break it into sections. Three short pages get finished more often than one long one.
• Label your branches. Putting "Yes" and "No" on the arrows makes a branching form readable a month later.
• Set required fields carefully. A required field blocks submission. Only mark one required if you genuinely cannot use the response without it.
• Read the miss rate. In a quiz, a question everyone gets wrong is usually a question, not an audience.

Related

• Contacts - respondents become contacts with the form source
• Automations - every form is a trigger
• Segments - the Submitted form rule targets people who filled in a specific form