Creating Forms & Surveys

You can collect user feedback or other information by creating in-app forms and surveys. Appcues' form builder offers four form patterns for your users to respond to prompts with: a short text field, a large text field, multiple-choice, or an NPS® rating system. 

In this article, we'll cover the basic steps to create a flow which include:

Creating a Form

The form options will be available on modal and slideout steps in your flows. You can combine the below patterns to ask users for multiple responses, and if you're looking for a more complex survey we highly recommend using an external form service (like Typeform) and embedding it into a slideout or modal.  Learn how to do that here.  

To create a form on a slideout or modal:

Click on the + icon to add a step and you will see the four form components to choose from in the list of options described below.


The Form Patterns

Below you'll find a description and example of each pattern available.

Rating

Click here for an example 👀

The numeric rating allows your users to select a rating on a scale of 0-5 or 0-10. This pattern is best used to elicit quick feedback. Others have used this layout for NPS® type surveys. Learn more about the NPS® framework here.

Multiple Choice

Click here for an example 👀

The 'Radio Select' option allows you to give your guests choices to select (respondents can only select one option out of the form). 

Free-form Text Input

Click here for an example 👀

The small and large 'text input' options allow you to ask questions or provide prompts to be answered with qualitative feedback. This type of form is what you might expect to see when being asked to provide general feedback or comments, or as a follow up to an NPS®. 

Either of the 'Text input' options will allow you to create questions/prompts that need to be populated with a certain type of data. This comes most in handy when asking for an email or phone number that needs to be in a certain format. When setting up the field, select the 'Field Options' and then choose what format the data needs to be in from the dropdown. 


Viewing Form Responses

You can view responses on a user basis by exporting a CSV from the analytics page in your dashboard which can be opened in Google Sheets, Excel or similar, or through an integration you've enabled

Appcues forms are easy to use for short surveys, but we recommend using another form builder for more comprehensive surveys that you expect to receive a lot of data for.

You can request a CSV of Appcues form data, but a third-party analytics or form tool will give you more insight into and across your user responses.


Embedding Typeform surveys

Here at Appcues we love using Typeform and highly recommend their platform for customer feedback forms, quizzes, surveys, etc.

Click here for an example 👀

To embed a form from Typeform into an Appcues slideout or modal, follow the steps below.   

1. Grab the embed code.
  • In your Typeform account, open the form you are interested in embedding. 
  • Select 'Share' and then 'Embed' and then finally, select 'Full Page' to get the code needed to embed your form directly in your Appcues Slideout or modal. It may look something like the image above
  • Copy the code, but adjust the following style (highlighted below) to ensure the form displays well inside of your Modal or Slideout

Original:
iframe { position: absolute; left:0; right:0; bottom:0; top:0; border:0; }<br>
Updated:
iframe { height: 300px; }<br>

You can fine-tune the height of your form by changing the pixel value of the height in this snippet

2. Add it to your Modal or Slideout
  • Navigate back to your Appcues account, open or create the Modal or Slideout step you would like to embed your Typeform in.
  • Select the green '+' and choose the HTML component. 
  • Paste the embed script from Typeform & you're good to go! 

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