In this article we will give an overview of the options available in the form builder. The form builder is the place where you build, design and configure your form. The fourth step of the form builder is the deployment. The deployment has it's own category and overview [insert links] except for the share form option which will be mentioned here as well. The form builder can be found by following step 1 of this article[insert link].

 

We first will discuss the build step of the form builder. This is where you can create questions, add logic, create templates, make an email snippet and collect website data. Then we will discuss the design step where you can customize the theme of the form to match the design of your website or app. We will talk about how to use the editor to change the design, add custom CSS to the form, change the position of the button and duplicate a design. After that we will give you an overview of the configure step. In this step you can change the form type from modal to slide-in or embed, you can add custom JavaScript, edit the thank you page, change the form name, add a progress bar, load google analytics in your form and change button text and error messages. Lastly we will look into setting up your own landing page, for when the form is deployed through email, in the deploy step.

 

Build

To get started building feedback forms this article will tell you how to build a form using a template. This function will create a complete form in just a few clicks. Next is an article about building a form from scratch. When building a form from scratch elements have to be added first. These include score elements like an NPS, GCR of CES. Then there are question elements where the answer can range from an open textarea to radio buttons to contact details to a screenshot. Other question elements can be used to include a picture in the form, add website data to analyze, and put a link in the form. Then finally there are page elements where you can use a section break to add text and a page break to split the form in multiple pages.

Question elements can be edited to make the question required or hide the question. After elements are hidden they can be made to show by logic. With the score elements it's possible to set a cookie with the answer. This is also where the question can be edited and the answer options can be set. For elements with options the answers can be randomized to prevent bias by order. Score elements can have the option to reverse the answer options. Here questions can also be set to email snippets for requesting email feedback.

Going down to the settings you can create a template of the form to duplicate it. Remember that a template can not save the logic and the theme of the form.

Lastly global form rules can be added to prefill values, hide or show questions based on url parameters and cookies.

 

Design

In the design step you can customize the look of the survey to become part of your website. In the general section there are some default themes to start with and once they've been customized and saved they'll show up as your themes. Your themes can be duplicated and custom CSS can be added to change everything that can't be changed in the editor. Here you can also choose the feedback button design and set the position of the feedback button. In the body section the font, color and styles of the header, base font, titles, section breaks and the errors can be edited. The progress bar, divider and public landing page colors can also be set here. In the button section the behavior of the buttons can be set when hovering over them or in the selected state as well as the fonts and colors. Inputs like text, radiobuttons, checkboxes, categories and dropdown lists can be styled in the inputs section. Thumb ratings, star ratings and numeric ratings like the NPS can be styled in the ratings section.

 

Configure

The configure step allows you to set some overall settings for the form. The display tab lets you choose whether the form will be shown in a modal, as a slide in or embedded. Or is you want to send a link or snippet in an email you can find the link to the landing page here. In the general tab you can change the name, title and description of the form. You can add a progress bar and hide previous/next buttons for multipage forms and hide the submit button when you want to use the form as a notification. The after sending page allows you to edit the text on the 'thank you' page and the time the 'thank you' page will be shown. You can also choose to send a conformation email to users that have left feedback. The text tab is where you can set the text of the submit and back button, the text for hints and error messages. In the advanced window you can add your own custom JavaScript, add a Google Analytics Integration and find information about the events Mopinion makes available in the DOM.

 

Deploy

Here you can deploy your form in your app or website or send a link to users. More about the deployment can be found here. In the share tab you can find the url to the public page and add a custom landing page as a background.