Forms — create, share and review responses

Purpose

Prepare questions and the form's actual destination before sharing its link.

Step by step#

1. 1

   Open Forms and create/edit an available form.

2. 2

   Enter a title/description and organize questions in the editor.

3. 3

   Define types, required fields and conditions only using the displayed options.

4. 4

   Review the form's appearance, permissions and settings.

5. 5

   Check the behavior after a response and any integration/destination offered by the form; do not assume automatic creation of a Customer, Task or candidate.

6. 6

   In the editor, use Preview to check questions/conditions; organize Sections, review Settings and Save before activating.

7. 7

   Activate the form when ready, use Copy Link and monitor responses using list/detail actions.

8. 8

   Export responses when authorized and check the file; do not promise nonexistent metrics or configurable anti-spam protection.