Getting Started with Formify
Welcome to Formify! This guide will help you create your first form and start collecting responses in just a few minutes.
Creating Your First Form
Step 1: Sign Up or Log In
- Visit formify.one and click "Sign Up" in the top right corner
- Enter your email address and create a password
- Verify your email address by clicking the link sent to your inbox
- Log in with your new credentials
Step 2: Create a New Form
- From your dashboard, click the "Create New Form" button
- Choose to start from scratch or select a template from our library
- Give your form a descriptive name (you can change this later)
Step 3: Add Form Elements
- Use the sidebar on the left to browse available form elements
- Drag and drop elements onto your form canvas
- Click on any element to edit its properties:
- Label text
- Placeholder text
- Required/optional status
- Validation rules
- Conditional display logic
Step 4: Customize Your Form
- Click on "Form Settings" in the top navigation
- Customize the appearance of your form:
- Color scheme
- Font styles
- Background images or colors
- Button text and styling
- Preview your form by clicking "Preview" to see how it looks
Step 5: Configure Form Submission Settings
- Click on "Submission Settings" in the top navigation
- Configure what happens after someone submits your form:
- Custom success message
- Redirect to a specific URL
- Enable/disable email notifications
- Set up integrations with other services
Step 6: Publish and Share Your Form
- Once you're satisfied with your form, click "Publish"
- Your form is now live and ready to be shared!
- Share your form using:
- Direct link
- Social media
- Embed code for your website
Viewing and Managing Responses
Accessing Responses
- From your dashboard, click on the form you want to view responses for
- Click the "Responses" tab to see all submissions
- Filter and sort responses as needed
- Export responses to CSV or Excel for further analysis
Setting Up Notifications
- Go to "Submission Settings" > "Notifications"
- Configure email notifications for new submissions
- Customize notification emails with your branding
Tips for Creating Effective Forms
- Keep it concise: Only ask for information you really need
- Group related questions: Use sections to organize your form logically
- Use conditional logic: Skip irrelevant questions based on previous answers
- Mobile-friendly: Preview your form on mobile to ensure it looks good on all devices
- Clear instructions: Provide guidance where needed with help text
Next Steps
Now that you've created your first form, explore these advanced features:
- Form Elements: Learn about all available form fields
- Conditional Logic: Create dynamic forms that adapt to user input
- Customization: Customize every aspect of your form's appearance
- Integrations: Connect your form to other services and tools
Need help? Contact our support team with any questions!