In this blog, we’ll walk you through how to create forms based on a specific use case.
HeyForm makes it easy to create your own forms for invitations, surveys, follow-ups, newsletters, etc. Different functions are well suited to other uses so to optimize usage, we’ll go through the examples step by step.
Create a form for a survey or market research
If you are planning to create forms for market research or a survey through HeyForm, it is optimal to use features such as multiple choice, email confirmation, unique questions, etc. We will go through all the features in this guide.
Step 1: Create a form with questions and answers for the survey
Start by creating a form. Add the questions and any response options you want to offer the respondent.
Questions with fixed answer options, such as radio buttons or tick boxes, are ideal for market research and surveys as the results can be presented in clear graphs. Of course, free-text answers can also be presented in a clear way.
Step 2: Send a thank you email to your respondents
If you choose to include an email address field, you also have the option to send a thank you message to those who choose to respond to your survey or market research. In addition, you can include the respondent’s answers to the form’s questions if you see fit.
- In the Forms section of the form builder, select “Send confirmation by email”.
- Select the field in which the respondent will enter their email address (must be an email field, and preferably marked as required).
- Then click on “Confirmation settings” to open more options.
- A message in the confirmation is mandatory, so enter one. Here you can also enter the name of the sender (e.g. your name or your company) and indicate whether you want to send a link to the respondent’s answers, and the questions and answers as part of the confirmation to the respondent.
Save the changes in the form when you have finished the email confirmation.
Step 3: Messages
HeyForm allows you to decide what happens when a respondent submits their answers to your form. You can choose to send the respondent to a specified web page, such as a thank you page on your own website, or you can enter and design a message directly in HeyForm.
Click on Messages under Edit in the form menu to go to the messages section. Then click on the message you want to edit, click on the text and the message will open in edit mode.
Here you can edit and format text, add links, images, embedded maps, videos from Youtube or Vimeo, and much more. Tips on how to get the most out of the editor can be found here in the blog and in our knowledge base.
Step 4: Design
HeyForm makes it easy to customize your forms to match your website or graphic profile, for example.
Along with the ability to add logos, images, maps, etc. to the form and messages, the design-builder allows you to have full control over how your form is presented.
Step 5: More features to suit market research and surveys
If you want to prevent a respondent from answering the same survey several times, you can mark one or more fields as unique. This means that only one unique answer may appear for that question.
For example, in the case of the email address field, if the respondent tries to answer the survey more than once, they will be notified that there is already an answer with that email address.
You can close your survey on a specific date by specifying the date range for the form’s availability in the Forms tab. This is a good way to ensure the period of the survey or market research.
Your invitation form is now ready for publication. Click on Share in the menu of the form to see what options you have regarding the distribution of the form to the participants you want to invite.
Yay! Your survey form is now ready to be sent out!