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Building a Digital Form

For: District Admins & School Admins AFC+, School Engagement, and District Engagement partners

❗ This feature is coming soon! If you are a current TalkingPoints partner with a AFC+, School Engagement or District Engagement package, look for this new functionality in September 2026.

Digital forms let you collect information from families. You can use a form to ask simple questions, or to collect a signature — like on a permission slip. Families get a link to the form. They can fill it out on their phone or in the TalkingPoints for Family application.

This article covers how to build a form. Need help sending a form or using a template? Check out our other articles on those topics.


Who Can Build a Form

You can build and send forms if:

  • Your district or school has turned on the Forms feature as part of your AFC+, School Engagement, or District Engagement package

  • You have permission to manage forms

If you don't see the option to build a form, ask your admin to check these two things.

Good to know: In TalkingPoints for District and TalkingPoints for School applications, you need a specific permission to work with forms. This includes creating forms, sending them, and viewing results. Admins have this permission by default. If you're not an admin, your admin can turn it on for you.


Where to Find Forms

Go to Shared Content in the left menu, then click Forms. This page shows every form you have access to:

  • Drafts — forms you're still working on

  • Sent — forms you've already sent

  • Templates — reusable forms you or your admin saved


Starting a New Form

There are a few ways to start a form:

  1. From scratch. Click Create Form at the top of the Forms page. If you don't have any forms yet, click Create Your First Form instead.

  2. By copying an existing form. Find any form in your list, click the three dots next to it, and choose Duplicate form. This copies all of the questions, sections, and settings.

  3. From a template. Find a template, click the three dots, and choose Use template. Or, while you're editing a template, click Use Template at the top of the screen.

Create your first form - Step 1:

Create your first form - Step 2:

Duplicate form:


Use form template:

Heads up: Once you send a form, you can't edit it anymore. If you want to make changes after sending, duplicate the form first. This creates a new draft you can edit freely.


Adding Questions and Sections

A form is made up of two building blocks: Questions and Sections

Questions. Each question has:

  • A response type (see the list below)

  • A label — the question text, and an image if you want one

  • A toggle to make the question required

  • Answer options, if the response type needs them (like multiple choice)

Here are the response types you can choose from:

Type

What it's for

Short text

A quick, one-line answer

Long text

A longer, paragraph-style answer

Yes / No

A simple two-option question

Multiple choice

Pick one option from a list you create

Dropdown

Pick one option from a dropdown list you create

Multi-select

Pick one or more options from a list you create

Date

A calendar date

Number

A numeric answer

File upload

Let the family attach a file

Signature

Collect a signature (see our e-signature article for details)

Sections. A section can have a title, an image, and a description. Use sections to group related questions together, so your form is easier to follow.

To add a question or section, click on it in the panel on the right side of the screen. It will be added to the bottom of your form.


Editing and Reordering

Once you've added questions and sections, you can:

  • Reorder them. Click and hold the six-dot icon next to any question or section, then drag it up or down.

  • Add an image. Click the image icon on any question or section.

  • Duplicate it. Click the duplicate icon to make a copy right below.

  • Delete it. Click the delete icon to remove it.

Your form saves automatically as you work, so you don't need to worry about losing your progress.


What's Next

Once your form looks the way you want, you're ready to either save it as a template for later or send it to families. See our articles on Using Form Templates and Sending a Form to Families for the next steps.

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