How to Create an Online Form with Typeform

One of the easiest methods of gathering information with people is through online forms. They are used by businesses to receive leads, administer surveys, gather feedback, administer quizzes, and receive job applications, and so forth. Rather than having to pay a lot of time mailing emails back and forth, a high-quality form enables individuals to have their response in a structured format within a short time.

Typeform is one of the most widespread tools to use to create online forms nowadays. It is also famous because of its minimalistic design and speaking manner where questions are placed in single form, and users are encouraged to use it in a natural manner. Such a straightforward method is likely to result in increased rates of completion over convention methods.

In this step by step guide, you will know how to build an online form using Typeform. Each step is described in very simple terms such that even a beginner would be able to follow. With the steps, you will also have explicit recommendations on screenshots so that you can have images as you structure your article or tutorial.

A step-by-step process that we will follow is:

• Creating a Typeform account
• Starting a new form
• Adding questions
• Customizing the design
• Applying logic and settings
• Checking and reviewing the form.
• Publishing and distributing the form.

The goal at the end of this guide is to have your own functioning online form and be able to share it with your audience.

1. Understanding What Typeform Is

It is more useful to know what Typeform is doing before leaping into the steps.

Typeform is a web-based form construction tool that enables one to build interaction form, survey, quizzes, and questionnaires, without writing any code. All that is created via a visual interface, in which you only need to add questions, design it, and publish the form.

In contrast to the traditional forms that display all the fields on a single page, Typeform displays questions one on a page. This makes the experience more conversational and this tends to be easier and more involving to the respondents.

The following are some of the examples of what people use Typeform:

• Customer feedback forms
• Contact forms
• Event registrations
• Product surveys
• Lead generation forms
• Job application forms
• Online quizzes

The other aspect that is helpful is that Typeform is also capable of offering templates and AI options that enable users to create forms in a matter of seconds depending on the objective they aim for.

At this point now that you know what the platform is like we are going to begin building your first form.

2. Create a Typeform Account

The initial step will be making an account on the platform.

Open your browser and go to
https://www.typeform.com/

Click the Sign Up button.

You will find a number of signup options:

• Continue with Google
• Continue with Microsoft
• Sign up using email

Select your preference of method and do the registration.

Onboarding Typeform can require you to answer a couple of questions including:

• What you would like to do with Typeform.
• Your industry
• Your role

These questions aid the platform to propose the related templates.

After doing this, you will be in the dashboard of your Typeform Workspace.

3. Explore the Typeform Dashboard

You will have a workspace dashboard upon logging in. This is the principal area where you take charge of all your forms.

The common parts that would be seen on the dashboard would be:

• Workspace area
• List of forms
• Create new form button
• Templates section
• Settings menu

When this is the first time you are using the platform, then the dashboard will most likely be blank since no forms are presently created.

It is based on this that you can begin creating your first form.

4. Create a New Form

When you are in your Typeform workspace, the second thing that you can do is to make a new form on which you are going to add your questions and receive answers.

Typeform The creation of forms in Typeform occurs in the form builder interface. This is the place where you type in questions, select types of answers, design it and maintain the flow of your form.

Once you have logged in to your Typeform account, you should be taken to your workspace dashboard.

Click Create new form.

You will be requested on the way you would like to begin the form creation. Select Start with a blank form when you are going to create the form by hand.

Enter a name for your form.
Sample: Customer Feedback Form.

Click Build My Form to enter the form builder.

The form builder screen will now come into view. There are three principal areas:

Left Panel (Question List)

This section displays all the questions in your form. All questions are presented in the form of numbers like:

• What is your name?
• What’s your email address?
• How did you hear about us?
• What is your overall rate of the sign up experience?

Here it is easy to drag questions and place them in any order.

Question Editor (Center Panel)

This is the main editing area. Here you can:

• Write the question text
• Add descriptions
• View the way the question will look to users.
• Type in dummy materials such as Type your answer here…

As an example, the first question is:

“What is your name?”

Question Settings Right Panel (Question Settings)

This panel regulates the settings of the chosen question. You can adjust things such as:

• Type of answer (Short text/ multiple choice etc.)
• Required field toggle
• Maximum characters
• Image or video attachment
• Contact mapping

The + Add content button on the top of the builder will add more questions.

This will pull up a menu that you may select various kinds of questions like:

• Short text
• Multiple choice
• Email
• Rating
• Opinion scale
• Dropdown

After choosing the type of question, you may go on typing your question directly in the center editor.

5. Understand the Form Builder Interface

After creating your form, you will be taken to the Typeform Form Builder. This is the main workspace where you add questions and manage your form.

The interface is divided into a few simple sections that help you build the form easily.

Top Navigation Bar

At the top, you will see three main tabs:

• Content – Used to create and edit questions.
• Workflow – Used for logic, branching, and form flow.
• Connect – Used to connect the form with other tools and integrations.

On the right side, you will also find options like Share, View Plans, and the Help icon.

Content Toolbar

Below the top menu, there is a toolbar with options like Add Content, Design, and Preview. These controls allow you to insert questions, change the form design, and test how the form looks.

Left Panel – Question List

The left sidebar shows all the questions in your form. You can quickly switch between questions or rearrange their order here. You can also add elements like the Welcome Screen or Ending screen.

Center Panel – Question Editor

This is where you write and edit the question text.

Right Panel – Question Settings

This panel allows you to change settings like answer type, required fields, and media options.

6. Add Your First Question

Every form needs questions. Typeform allows easy addition of them.

• Select Add question in the builder.
• Choose a question type.
• For example: Short Text
• Write your question. Example: “What is your name?”
• Press Enter to confirm.

The first question is now added to the form.

7. Add Different Types of Questions

You will have to employ various forms of questions in your form to gather useful information among the respondents. Typeform gives you the opportunity to edit the form of the answer based on the type of information you require.

Adding an Email Question

The second question in the form is What is your email address? The type of question is the Email answer type, which makes the respondents provide a valid email address.

To form a similar question, follow the following steps:

• Choose or insert a question on the left.
• You are entering your question in the center editor.
• Example: How do you spell your email?
• Click on the right settings panel.
• In Answer, select Email as the drop down menu.

Upon the selection, the input field will automatically have a proposed text like:

name@example.com

This assists the users in knowing the format to use.

Additional Settings

Additional options can also be configured by the right panel:

• Required – This is required when the user is to provide an email before proceeding.
• Map to contacts – This gives an option to save the email in your contacts.
• Picture or video – Incorporate images in order to make the question more interesting.

The right type of question will be used and this will make sure that you get the right information that is formatted correctly.

8. Customize the Form Design

After adding your questions, you can customize the appearance of your form so that it looks more professional and matches your brand. Typeform allows you to change the overall design using built-in themes.

Steps to Customize the Form Design

• In the form builder, click the Design button located in the top toolbar.
• A design panel will open, showing two sections:
  • My Themes
  • Gallery
• Click the Gallery tab to view the available theme options.
• You will see several themes such as:
  • Default Theme

  Plain Blue

• Plain Dark
• Barceloneta

Themes control the overall visual style of your form, including background colors, button styles, and typography. Choosing a clean and simple theme helps make the form easier for users to read and complete.

9. Use Logic to Show Smart Questions

In other cases you might wish to present alternate questions depending on the options a user will choose. You can do this with Branching (Logic) with Typeform. The feature will assist you in making a smarter form where the questions only appear before the users in a manner that is relevant to them.

In this case, when a user would choose the reason why he/she is visiting, and then this reason is Product Demo, you can automatically display another question that will prompt him/her to decide on a date of the demo. In case they chose another alternative, the form can omit this question.

Steps to Add Logic (Branching)

• Open your form on the Typeform builder.
• Choose a question in which you would like to logically apply. E.g. What was your primary purpose of visiting?
• Use the right settings panel and scroll down to find the section of Branching.
• In the lower left corner, there is a plus icon that allows you to add a new rule.
• Choose the condition. Example: When response is equal to Product Demo.
• Select the course of action on such a condition. For example, the menu item is Jump to Question: Select Demo Date.
• Save the rule.

Users are now able to use Typeform to automatically direct them to the right next question after providing an answer to a question.

Why Logic is Useful

Logic results in making your form more effective since:

• Relevant questions are only visible to the users.
• The shape is made shorter and simpler to fill.
• There is improved accuracy of responses.

This comes in handy particularly in surveys, lead forms, and feedback forms whereby various users might be required to respond to various follow-up questions.

10. Preview and Test Your Form

Before publishing, you should always test the form.

Typeform includes a Preview mode that allows you to experience the form exactly like respondents would.

Steps:

• Click Preview.
• Go through every question.
• Check for errors.
• Test on desktop and mobile view.

Testing ensures that your form works smoothly for users.

12. Publish Your Form

Once everything looks correct, it is time to publish.

Steps:

• Click the Publish button.
• Typeform will generate a form link.
• This link can be shared anywhere.

You can now start collecting responses.

13. View Responses and Results

After people start filling out the form, you can see their responses inside Typeform.

Steps:

• Open the form from your dashboard.
• Click Responses.
• View answers in list format.
• Export results if needed.

You can also integrate Typeform with tools like CRM systems or email marketing software to automate workflows.

Final Thoughts

The process of creating an online form using Typeform is not complex as soon as you are familiar with the requirements. The platform comes with intuitive interface where one can create a form visually without having to write a single line of code. Since the idea of adding questions and personalizing the design is possible, as well as testing and publishing the form, all these processes may take only several minutes.

The most important Typeform strength is a conversational format. It shows questions one at a time instead of bombarding the user with long pages of fields which creates a smoother experience. Such a straightforward design method tends to result in increased engagement and a response rate.

Typeform can be a strong tool in case you are establishing forms concerning business, marketing, research, or feedback gathering. Before going any further, make sure that you have a clear objective, keep your questions as simple as possible, test the form, and present it to your audience. These steps will allow you to gather some useful information in the shortest time possible.

About the Author

Anna Malik – digital nomad, enthusiast of everything online and in the cloud, productivity maniac. She travels around the world reviewing web applications and other resources for Web People for our blog.