What is the Forms Application?

The Forms application is a useful marketing tool that allows you to quickly create, share, and embed forms on your websites and landing pages. You can use these forms in place of default forms on other platforms so that you can keep all of your lead information in one convenient place.

This document will walk you through the entire application so that you can familiarize yourself with the various features. We also provide help documents that provide deep dives on specific processes, so that you can become an expert with Forms in no time.

Accessing the App

You can access the application by using the app drawer in the top right corner of your dashboard.

Navigating the Forms App

After clicking the icon, you will arrive at the main page of the Forms app - My Forms.

My Forms

This tab houses a table containing all of your created forms and provides a summary of submissions and pending requests.

If you are new to the Forms app, no forms will be present in the table. You should still see titles for each column, which we will detail further below:

Form Type

This section will qualify all of your created forms under one of three categories: Classic, Group, and Card.

Form Name

This is the name you give to your form during the time of creation. Generally, you will want to name your form something indicative of the campaign you are using it for or of the form’s general intention.

Submissions

This will be a number that indicates how many users successfully provided a form submission using the said form.

Pending Requests

This refers to any outstanding invitations you send to users requesting them to fill out your form. If they have yet to respond to the request, this column will indicate it as such.

Date Created, Last Updated

This will display the day, date, and year the form was created and last updated.

Categories, Tags

The last two sections will always remain clear by default. Categories and tags are classifiers you can manually create to help keep your various forms organized. You will also notice the Categories and Tags filters in the left-most column on the page.

We detail how to create your categories and tags in this help article here.

Search Forms

You always have the option to quickly search for a specific form using the search bar at the top of the page. Enter in the name or other relevant information and the table will refresh and auto-populate with the closest matches.

New Form

Finally, we have a button in the top right corner that says + New Form. This allows us to begin creating a custom form and will take us to the Builder tab.

Note - There is a button next to the + New Form button that is used for customization. We will detail more about this further down in the article.

Builder

The Builder tab in its basic state is very simple and provides you two options to select: Classic Form or Group Form. You will click any one of these to begin the process of creating a brand-new form. We detail the process of creating each in the following help articles:

Templates

The Templates tab houses a large variety of pre-made form templates for you to use. Rather than creating one from scratch, you can browse our wide selection of forms to help you quickly get started. You may find forms that are already set up for a specific purpose such as collecting leads or booking appointments and require no additional work on your part.

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You can start by browsing the various categories in the column located on the left side of the page. Click on a category you’re interested in, select a template, and start building!

You can also search for specific templates by using the search bar located at the top of the page.

Customizing the Forms App

Column Customization

The Forms app provides some basic options for customizing your experience. Starting with the My Forms tab, locate the Manage Columns button in the top-right corner of the page:

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This takes you to a menu, which allows you to set which columns you would like to appear within your table. Click the blue check marks next to each column name to make it disappear from your page view.

Note - Form Name must always be present. You cannot remove this column or change its position.

Additionally, you can use the section on the right to drag-and-drop columns in the order you prefer. You may also click the X to delete a column from the view.

When you are finished customizing, be sure to click Save at the bottom of this menu.

Items per Page

Though a minor change, you can also edit how many items you would like to appear in the table per page. The app displays 25 items in the table by default, but you may increase this to 50 or 100 items by clicking on the blue text in the bottom-right corner that says “Show 25 Per Page.”

Categorizing and Tagging Your Forms

You now can quickly filter your forms by creating customized categories and tags. You can find both of these in the column on the far left of the page.

To add new Categories or Tags to this column, you can do so by creating them when building or editing your forms. To do so, you will need to click on the Options tab located in the left-hand column of the Form Builder.

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Here, you can select an existing Category or Tag by using the dropdown. After you publish a form, you will be able to identify it quickly within your list by selecting the appropriate filters on the My Forms page.

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You can also identify the Category or Tags for your forms within the table on the right-hand side of the page.

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