Forms
How to create, design, and manage survey forms.
Forms are the building blocks of survey campaigns. Each form defines the questions and elements that are presented to respondents. You can create forms from scratch, duplicate an existing one, or generate one with AI.
Navigate toSurveys → Forms.
Writing Questions for Phone vs. Web Campaigns
The same form can be used in either a web campaign or a phone (call center) campaign, but the way questions and options are worded should differ between the two.
- Phone campaigns— questions are read aloud by an AI or human operator. Write all question texts and answer optionsphonetically, so they sound natural when spoken. Avoid abbreviations, symbols, or formatting that would be confusing when read out (e.g. write "fifty percent" instead of "50%", or "option A" spelled out rather than just "A").
- Web campaigns— questions are displayed on screen and read by the respondent themselves. You can use standard written language, formatting, symbols, and abbreviations freely.
If you plan to reuse a form across both channel types, consider maintaining separate forms — one optimized for voice and one for screen.
Creating a Form
ClickCreateto open the creation wizard. You will be asked to choose one of three methods:
Starting from an empty form
SelectEmptyto start with a blank canvas. Enter a name for the new form and clickCreate. You are taken directly to the form designer where you can add elements and questions one by one.
Duplicating an existing form
SelectDuplicateto copy an existing form. Enter a name for the new form, then choose the source form from the dropdown list. ClickCreate— the new form opens in the designer with all elements from the original already in place, ready to be adjusted.
Generating with AI
SelectGenerateto describe what you want the form to cover in plain language. An AI agent will produce a complete form based on your description. Once generated, you can review and refine the result in the form designer just like any other form.
Form Designer
Open a form by clicking its name or theEditbutton in the forms list. The designer is split into two areas:
- Left panel— the live preview of the form, showing all current elements in order. Click any element to select it and edit its details.
- Right panel (toolbox)— categorized list of element and question types you can add to the form.
Saving changes
The form is not saved automatically. After making any changes, clickSavein the toolbar. The Save button is highlighted when there are unsaved modifications. You will also be prompted to save if you try to navigate away with unsaved changes.
Available Elements
Elements are organized into three categories in the toolbox.
Elements
| Element | Description |
|---|---|
| Free Text | A block of descriptive text or instructions displayed to the respondent. Use this to introduce a section, provide context, or explain what follows. |
Questions
| Question type | Description |
|---|---|
| Free Text Answer | The respondent types a short free-form text answer. |
| Number Input | The respondent selects a number within a defined range using a slider. You can configure the minimum value, maximum value, and step size. |
| Option Selection | The respondent selects one or more options from a predefined list. You can add, remove, and reorder options; set a minimum and maximum number of selections; and optionally randomize the order in which options are presented. |
| Ordering | The respondent arranges a list of items into their preferred order. You can add, remove, and reorder items, and optionally randomize their initial presentation order. |
| Rating | The respondent rates something on a numeric scale. You can configure the minimum value (0 or 1) and the maximum value (up to 10). |
| Yes / No | The respondent answers a single yes-or-no question (agree or disagree). |
Data
Data questions collect structured personal information from the respondent. Each data question type can appearat most onceper form.
| Question type | Description |
|---|---|
| Name | Asks the respondent for their name. |
| Address | Asks the respondent for their postal address. |
| Phone Number | Asks the respondent for their phone number. |
| Email Address | Asks the respondent for their email address. |
Editing a Form or a Question
To edit a question or element, click on it in the left panel. The item expands and shows its editable fields (question text, options, range settings, etc.). Click anywhere outside the selected element — or select a different element — to confirm your changes and collapse the editor.
Forquestions, each editor also offers:
- Required— mark the question as mandatory. If a required question is left unanswered, the campaign response may be recorded with a status ofNot answeredorPartially answered, even if all other questions were completed. Use this option carefully and only for questions that are truly essential.
- Additional information— add a secondary explanatory text shown below the question to guide the respondent.
Duplicating an Element
Hover over any element in the form designer to reveal its action toolbar. Click theCopyicon to insert an identical copy of the element directly below the original. Both the original and the copy can then be edited independently.
Rearranging Elements
Hover over an element to reveal its action toolbar. Use theUpandDownarrow buttons to move the element one position at a time in the form. Remember toSaveafter rearranging to persist the new order.
Renaming a Form
In the form designer, clickRenamein the toolbar. Enter the new name in the dialog and clickSave. The updated name is reflected immediately in the header and in the forms list.
Deleting a Form
Deleting from the forms list
On theFormspage, hover over the form row and clickDelete. Confirm the prompt to permanently remove the form.
Deleting from within the form designer
In the form designer, clickDeletein the toolbar and confirm the prompt. You are redirected back to the forms list.
Deleting a form is permanent and cannot be undone. Forms that are actively used in campaigns should be removed from those campaigns before deletion.
Deleting an Element from a Form
Hover over the element in the form designer to reveal its action toolbar, then click theDelete(trash) icon. The element is removed immediately from the preview. ClickSaveto persist the change.