Create forms, surveys and quizzes

Forms & Quizzes let you collect answers from your audience, grade quizzes automatically, and add the people who answer to your CRM.

Create a form

1. Open the Creator menu and choose Forms & Quizzes.
2. Click New form.
3. Enter a Form title and choose the Community it belongs to. Forms live inside a community, so create one first if you have none.
4. Click Create. The form builder opens.

Add questions

In the Fields tab, click Add Field and pick a type. You can choose from Short Text, Long Text, Single Choice, Multiple Choice, Number, Email, Date, Star Rating, NPS Score, File Upload, Full Name, First Name, Last Name, Phone Number, Country, Terms & Consent, Image Choice, Slider, Matrix, Ranking and Signature. Drag fields to reorder them.

Form, survey or quiz

In the Settings tab, set Type to Form, Survey or Quiz (graded). For a quiz:

1. Set a Passing score (%).
2. Back in Fields, give each question its Points and its Correct answer.
3. Choose whether to Show score to respondent, Reveal correct answers after submit and Allow retake.

People then see their score and whether they passed. If you don't see quiz mode, your plan may not include it — see Creator menu → Plan.

Share your form

1. Click Publish.
2. Under Who can respond, choose Anyone with the link or Community members only.
3. Click Share to copy the link.

• Use After submission to show a thank-you message, send people to a page, or invite them to join your community.
• You can limit Max responses or set a Closes at date.

Send answers to your CRM

1. In Settings, turn on Add submitters to your CRM.
2. Match your questions to the contact's email, name, phone and company.
3. For SMS consent, pick a checkbox such as "Yes, send me text messages". Ticked plus a phone number means the contact can get your SMS campaigns.
4. Add Tags (comma-separated), for example lead, newsletter. Each person who answers gets these tags.

New contacts can start your email sequences and automations right away.

See responses

• Open the Submissions tab to read each answer, or click Export CSV.
• Open Analytics to see totals, averages and charts for each question.