This is a core concept
Any question you can dream up can be created and included on a form in your ion console. Forms are entirely customizable, and you can build them from scratch.
Before We Begin
There are two things you need to do to create custom forms:
- Create the data collection fields you want to collect on your form(s).
- Create your form(s).
If the fields you want to include on your form are already part of ion, and you just want to create a new form using those existing fields, keep on reading. If you want to create new/custom fields (e.g., questions and answers) for your form, read more about data collection.
Let's Get Started!
To create a form
Forms are setup at the global level, so they are available for any campaign or framework. Just select 'Forms' from the 'Libraries' main navigation menu to get started.
- Click the green '+ category' button to create a new form category. Or click the magnifying glass to the left of a category name to add a form to an existing category. Categories are just a way to group and organize your forms (e.g., Contact Forms, Survey Forms, etc.) Descriptions may also be added to categories.
- Click the green '+ form' button, then choose a unique form label (title) and optional description. Before clicking to save, you have the option to copy form fields from an existing form. If you copy a form, you will still be able to make changes to it; this is a convenient option if there is a similar form already in your library or when creating several versions of the same form.
- Save the form, then click the green '+ form field' button to begin adding the form fields, including any questions and answers, to appear on your form. These are fields that are already available or that you have previously created in the data collection section of your console.
- Choose a data field category from the first drop-down menu, then choose the data field from that category in the second drop-down menu.
- Choose the input type for the field—this will determine how the user will provide information on the form. You may choose from single or multi-line text (for free-form questions), check box (for multiple choice questions), listbox (for choices to appear in a selector box), radio buttons or drop-down list (for single choice questions). The type of question you are asking will determine the input type. Then:
- For single or multi-line text fields, choose the input style—standard, narrow or wide fields. For multi-line text, you can also specify the line height to be 2-10 lines.
- For radio buttons, drop-down list or listbox, select the choice set category from the first drop-down menu, then choose the choice set to use for this field in the second drop-down menu. For a listbox, you can also specify the input style (narrow, standard or wide) and the line height to be 2-10 lines.
- Check the 'Required' box if a respondent must fill out this field to submit the form. NOTE: as a best practice, add an asterisk (*) or another visual indicator in front of the field label text to clearly distinguish this field from optional fields on the form.
- Enter your label text—this the text that a respondent will see before the form field.
- Add a field hint (optional)—this will appear below or to the right of the field, depending on the form size.
- Add pre-field text (optional)—this is useful to give form information or instructions at the top of the form. (e.g., * indicates required fields)
- Add post-field text (optional)—this will appear below the field label on the form.
- Check the 'Seperator' box if you would like to insert a line separator after a field on the form—this is useful to visually group related fields on a form.
- Click Save and continue adding the remaining fields on your form.
After you add fields to the form, you can easily reorder them by using your mouse to click and drag the fields to the desired position. Questions on the form will appear in the same order they appear in the form field list. Your form is now ready to use on any path in the ion console! Remember, it’s always a good idea to test your form using preview to make sure it's configured the way you intended. And now that the form is set up, the next step is to create an export for the data you're collecting.
To edit a form
Click the magnifying glass next to the form you'd like to edit.
- To edit the form name, click the pencil next to the name at the top of the screen.
- To edit fields in the form, click the pencil to the left of the field name.
- To delete a field on the form, click the trash can at the far right of the field row.
To delete a form
Simply click the trash can at the far right of the form row. NOTE: ion will only allow you to delete an un-used form, it cannot be referenced by any path.