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

  1. Visit formify.one and click "Sign Up" in the top right corner
  2. Enter your email address and create a password
  3. Verify your email address by clicking the link sent to your inbox
  4. Log in with your new credentials

Step 2: Create a New Form

  1. From your dashboard, click the "Create New Form" button
  2. Choose to start from scratch or select a template from our library
  3. Give your form a descriptive name (you can change this later)

Step 3: Add Form Elements

  1. Use the sidebar on the left to browse available form elements
  2. Drag and drop elements onto your form canvas
  3. 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

  1. Click on "Form Settings" in the top navigation
  2. Customize the appearance of your form:
    • Color scheme
    • Font styles
    • Background images or colors
    • Button text and styling
  3. Preview your form by clicking "Preview" to see how it looks

Step 5: Configure Form Submission Settings

  1. Click on "Submission Settings" in the top navigation
  2. 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

  1. Once you're satisfied with your form, click "Publish"
  2. Your form is now live and ready to be shared!
  3. Share your form using:
    • Direct link
    • Email
    • Social media
    • Embed code for your website

Viewing and Managing Responses

Accessing Responses

  1. From your dashboard, click on the form you want to view responses for
  2. Click the "Responses" tab to see all submissions
  3. Filter and sort responses as needed
  4. Export responses to CSV or Excel for further analysis

Setting Up Notifications

  1. Go to "Submission Settings" > "Notifications"
  2. Configure email notifications for new submissions
  3. 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:

Need help? Contact our support team with any questions!