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:

You can combine the above patterns to ask users for multiple responses, and if you are looking for a more complex survey we highly recommend using an external form service (like Typeform) and embedding it into a feedback slideout or modal.  Learn how to do that here.  


Creating a Form

To create a form on a slideout or modal:
  1. To find your form options, first create a slideout or modal.
  2. Click on the + icon to add media and you will see the four patterns to choose from:


The Form Patterns

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

Rating

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 to for NPS® type surveys. Learn more about the NPS® framework  here.

Multiple Choice

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

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® response.

Specific

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


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