--- title: Forms description: 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 to [**Surveys → Forms**]({APP_HOST}/surveys/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 options **phonetically**, 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 Click **Create** to open the creation wizard. You will be asked to choose one of three methods: ### Starting from an empty form Select **Empty** to start with a blank canvas. Enter a name for the new form and click **Create**. You are taken directly to the form designer where you can add elements and questions one by one. ### Duplicating an existing form Select **Duplicate** to copy an existing form. Enter a name for the new form, then choose the source form from the dropdown list. Click **Create** — the new form opens in the designer with all elements from the original already in place, ready to be adjusted. ### Generating with AI Select **Generate** to 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 the **Edit** button 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, click **Save** in 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 appear **at most once** per 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. For **questions**, 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 of **Not answered** or **Partially 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 the **Copy** icon 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 the **Up** and **Down** arrow buttons to move the element one position at a time in the form. Remember to **Save** after rearranging to persist the new order. --- ## Renaming a Form In the form designer, click **Rename** in the toolbar. Enter the new name in the dialog and click **Save**. The updated name is reflected immediately in the header and in the forms list. --- ## Deleting a Form ### Deleting from the forms list On the [Forms]({APP_HOST}/surveys/forms) page, hover over the form row and click **Delete**. Confirm the prompt to permanently remove the form. ### Deleting from within the form designer In the form designer, click **Delete** in 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 the **Delete** (trash) icon. The element is removed immediately from the preview. Click **Save** to persist the change.