Create your first form

Use this guide when you want to go from a new workspace to a live form as quickly as possible.

Before you start

Have a clear answer to these three questions:

• What are you collecting?
• Who will respond?
• How will you share the form?

Those answers help you choose the right builder type and the easiest way to share the form later.

Steps

1. Open the dashboard and create a new form.
2. Choose Form, Quiz, or Survey based on your goal.
3. Give the form a clear name so teammates can identify it later.
4. Add your first fields or questions.
5. Review labels, required state, placeholder text, and help text.
6. Save your changes.
7. Publish the form when you are ready to collect live responses.
8. Open the sharing or embed options to choose how people will access it.

Expected result

You should end with a published form that has a live public path and at least one clear way to share it.

Common mistakes

• Publishing before the form text is final.
• Choosing the wrong builder type and then rebuilding later.
• Forgetting to test the live version after publishing.

Next guides

• Form vs quiz vs survey
• Create a share link
• Embed a form on your site