Web forms are an efficient way to collect the data you need. Whether you’re collecting volunteer registrations for your nonprofit, protected health information for your healthcare organization, or a different type of information, web forms are a great way to simplify the process.
When building a web form, there are some steps you can follow to make your forms more effective for yourself and for your respondents. In this blog, we’ll show you three helpful tutorials that will help you build better forms and collect better responses. From the form building basics to more advanced strategies, each form builder tutorial linked in this blog includes step-by-step instructions that will help take your data collection processes to the next level.
Form builder tutorial #1: Building your first form
In our first tutorial video, we show you how to build your first FormAssembly web form in just eight minutes. This introductory tutorial provides a basic overview of the form builder, and it will be helpful if you are new to the form builder or simply need a refresher course. This tutorial covers some of the basic elements of the form builder, and by the end of the video, you will have built your very own web form!
After watching the first video, you can expand your knowledge with the Form Building 201 tutorial. In this video, we’ll show you how to build forms more quickly, how to set up prefilled forms and calculations, and how to customize your form.
Form builder tutorial #2: Layout options
In these tutorials, you’ll learn how to customize your field layout. You’ll learn how to utilize Likert scales, checkboxes, grids, columns, and more to take your web forms to the next level. The grid layout tutorial describes how to effectively use the grid layout in your forms. Grid layouts are especially helpful when you need to collect multiple pieces of related information!
Form builder tutorial #3: Conditional questions
The conditional questions tutorial shows how to create a question that only appears when users select a specific answer to a preceding question. Conditional questions can keep your form from being needlessly long and confusing by hiding questions that are irrelevant to certain respondents. This makes the user experience extra seamless, while simplifying the data collection process for you as well!
Form builder tutorial #4: Calculations
In our calculations tutorial, you’ll learn how to create questions in your FormAssembly web forms that can calculate numeric totals. By using formulas, your forms will be able to calculate all kinds of things based on your specific use cases. One example of how to use this feature is to calculate the cost of membership for a club.
We hope you find each form builder tutorial in this blog helpful. You’re that much closer to becoming a form building expert! For more FormAssembly resources, be sure to check out our resource library and our blog.
If you’re a Salesforce user, you’ll love our FormAssembly + Salesforce tutorial eBook—download your copy at the link below!
