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How to manage and create Forms
How to manage and create Forms

The ultimate guide on how to use the Form widget and manage and report on active Forms.

Louisse avatar
Written by Louisse
Updated over a year ago

Note - Forms are only available on the Scale plan.

trumpet Forms are a great way to get essential information from your Pod viewer, replacing the need for lengthy email threads, spreadsheet trackers, and third party form tools.

Common uses of Forms are for lead generation, event registration, customer onboarding, customer requests, and pre-sale information gathering.

See how to get started 👇

Timestamps:

  1. How to create the form/questions 00:00 - 03:44

  2. How to add the form to your Pod 03:45 - 06:14

  3. How to manage the results/answers 06:15 - 07:47

If you prefer to read, check out the instructions below. ⬇️

Creating the Form

  1. From your Home page, go to the sidebar settings on the left, and click on Forms. You will be taken to your Form Library.

  2. Click Create New Form on the upper right side.

  3. Fill out the information needed, then click Create Form.

    4. You'll be taken to the Form editor where you can add and create the questions. The questions have different types as it has different functionalities. You can also make the questions required, or optional. There's also a duplicate button to make creation easier.

    Types of questions:

    1. Date - Only answers in a date format will be accepted.

      1 - Duplicate Icon

      2 - Delete icon

    2. Dropdown - Provides a list of multiple options for your viewer to choose from. Click on Add Choices, write the answers on the field, one answer per line, and click Save.

    3. Email - Only answers in an email format will be accepted.

    4. File Upload - Allows your viewer to upload their own files attached to a form submission.

    5. Link/URL - Only accepts web links.

    6. Multiple Choice - click on Add Choices, write the answers on the field, one answer per line, and click Save.

    7. Numbers - Only accepts numbers.

    8. Text - you have the option to assign max characters to limit their answers.

    9. Yes/No - Will only accept one answer.

    10. Title Card - you can use this as an intro or extro card to greet or give instructions to your customers.

Adding the Form to your Pod

Once you've created the Form and formulated the questions, you can now add it to your Pod.

  1. Open your Pod.

  2. Add the Form widget.

  3. Click on Add Form.

  4. Select the form you want to add from the Form Library. Hit Select. The form will load shortly.

    If you mistakenly attached the wrong form, you can click on the cog ⚙️ icon, then the pencil ✏️ icon that says Change Form Choice.

    You can also edit the form here. 👇

  5. Click on the Desktop Preview / Mobile Preview at the upper right part of your Pod editor if you want to see how the form looks like in Live mode.

Managing the Results

Changing my Form Design/Branding

There are two ways to look at the responses.

  1. From your Pod editor, click on the Form widget's cog ⚙️ icon, and click on Edit Form. It will take you to your Form editor.

    Click the Results tab. You are now able to see the responses.

    If you want to filter the responses out, click on the eye 👁 icon and tick the toggle button on/off.

    Click on this icon to download the responses in CSV format.

  2. From your Home page, go to the sidebar settings on the left, and click on Forms. You will be taken to your Form Library. Click on the title of the Form and you will be taken to the Form editor. Click the Results tab. You are now able to see the responses.

    If you want to filter the responses out, click on the eye 👁 icon and tick the toggle button on/off.

    Click on this icon to download the responses in CSV format.

Changing my Form Design/Branding

  1. From your Home page, go to the sidebar settings on the left, and click on Forms. You will be taken to your Form Library.

  2. Select the Form you want to edit.

  3. Click on the palette 🎨 icon on the upper right.

  4. You can now change the background color, interactive components (navigation buttons, progress bar and any buttons in multiple choice or yes/no questions), and the font style.

    All changes automatically save.

Reordering Questions

  1. From your Home page, go to the sidebar settings on the left, and click on Forms. You will be taken to your Form Library.

  2. Select the Form you want to edit.

  3. Click on the four-arrow icon on the upper right.

  4. Drag and drop to reorder the questions.

    All changes automatically save.

Still have questions? Click to email our support team.

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