After creating a new form, you’ll enter the form editor. This is a flexible builder that works like a document editor—you add your own pages, fields, and layout.
Managing Pages
On the right-hand side, you’ll find an overview of all pages in your form.
Each form starts with a blank page and a fixed thank-you page.
Click Add page to create additional pages.
You can rename each page and configure its design via Page settings at the top of the page.
Within the page settings, you can set:
Background color
Text color
Optional background image
This helps you visually distinguish different pages or align them with your branding.
Adding Field Types
Click anywhere on the page or type “/” to open the insert menu. You’ll see a categorized list of blocks to choose from:
Layout
Add heading
Add bullet list
Add numbered list
Media
Add image
Inputs (question fields), such as:
Short answer
Long answer
Multiple choice (select multiple options)
Single choice (radio buttons)
Auto-complete dropdown
Yes/No
Ranking
Rating (e.g. stars or scores)
You can add as many fields as you want and arrange them freely on any page.
Field Settings
Each question field comes with a settings icon (gear symbol) next to it. Click it to open extra options:
Required – This field must be completed before the form can be submitted.
Save to Track Metadata – Automatically stores the answer in the Track’s metadata. This makes it available for reporting or workflow automation.
Use this when you want data like session type, coach name, or selected topics to be saved for later use.
Form Settings
In the left-hand menu, go to the Settings tab to configure general form properties:
Form icon – Add a visual icon to help identify the form in overviews.
Form description – Explain what the form is for. This text appears in the Tracks view.
Public sharing – Enable this to share the form outside Trackler via a link. Useful for open applications or anonymous feedback.
Preview and Publishing
At the top of the screen, you’ll find options to:
Set as draft – Keep the form hidden while working on it.
Preview – See what the form will look like to Trackees.
Save – Save your changes. The form is only usable after saving.
Once saved, the form can be assigned to a Track or shared externally if set to public.
Viewing Form Responses
Go to the Entries tab in the left-hand menu to see all submitted responses.
Note: You only see responses from Tracks you have access to or from public forms.
From here, you can review, download, or export responses.
Examples of Use
Intake form at the start of a coaching journey
Session reflection
Progress check-in during a program
Feedback form for Trackees
Weekly check-ins or mood tracking