How to create and publish a form

Creating and publishing your first Reform form is simple. First, create an account and log in. Once logged in, you'll likely be directed to the forms page. If not, you can easily navigate there from the dashboard page: 

If you are on the dashboard page click on “Create Form” ➡️ this will take you to the forms page. 

Once you are on the forms page you will see all form templates we offer on your screen, including categories on the left side. From there you can either choose a form template that suits your needs or start from scratch (a blank form). Simply click on your choice to proceed.

If you've selected a template, you'll be taken to the configuration page. Here, you can personalize the form by entering your company name or any desired title. On the right side, you'll see a preview of the form. In order to proceed you need to click on the “Go to form builder” button at the bottom right corner. 

After selecting a template and clicking on the “Go to form builder”(or if you choose the option to start from scratch) you’ll be taken to the form builder. This is where you can create form blocks & inputs, configure logic and outcomes, and preview and publish your form. 

If you've chosen a template, the Form Builder will present you with a pre-populated form matching the template's structure. For instance, if you selected the Early Access template, you'll see a form pre-filled with questions and placeholders relevant to early access. However, you're free to customize everything – remove, add, or modify fields and placeholders to suit your needs. The template simply provides a starting point and showcases what's possible.

On the other hand, if you start from scratch, the Form Builder will open with an empty canvas. Here, you can add any fields you require, name them, create additional steps, and design the form according to your preferences.

Here are some handy tips for customizing your form:

  • Edit Text: To modify any text, simply click on it and type the new copy you want.
  • Add More Fields: Use the "Add form block" button at the bottom of your form to include additional fields as needed.
  • Create Additional Steps: Beneath the "Add form block" button, you'll find the "Add page" button to add more steps to your form.
  • Adjust Field Settings: Hover over a field and click on the settings icon to tweak its properties. Here, you can make the field required, add help text, reposition, duplicate, or delete it.
  • Implement Logic: Customize form logic, such as skipping steps based on specific answers, by clicking on the "Page settings" button at the top right corner and selecting "Logic".
  • Access Form Settings: Utilize the "Form settings" button to edit the URL, add your logo to each step, change the color of the call-to-action button, choose to hide navigation, or include a "Save progress" button. It’s located at the top right corner of the page. 

Remember to save your changes by clicking the "Save changes" button at the bottom right corner of your screen. This ensures all modifications are saved before publishing your form. The button will appear after you make any alterations.

Throughout the process of editing your form, you have the option to save or discard your progress as needed. At any stage, you can preview the changes using the Preview button. It's important to note that if the form hasn't been published yet, it will remain in Draft mode:

Once you’re ready to start collecting responses, you can publish the form by changing the status in the dropdown:

Once published, you'll receive a confirmation message along with a shareable link. Published forms can also be embedded directly into your website for seamless integration.

Subsequently, you can always access your form from the “All forms” page. To view responses, add integrations, or obtain the share link, follow these steps:

  • Open your form, which will direct you to the form builder interface.
  • Navigate to the options on the left-hand side of the screen.

From there, you'll be able to manage your form effectively and access all necessary functionalities.

That’s it! You’ve got it! 

If you still have any questions or concerns, please feel free to send us an email: [email protected]

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