The legacy Form module is a page with a heading, a description, and the questions you choose. Use it to collect answers such as feedback, preferences, or sign-ups.
User Permissions | Admins and Editors in the workspace. |
Note: This article covers a legacy module, found under Legacy in the editor toolbar. Existing flows that use it keep working. For new flows, see Show a thank-you page and send people somewhere after they submit a form.
Add the Form module
In the Flow Editor, under Legacy in the editor toolbar, click Custom Flow Hub. If your flow already has a Custom Flow Hub, skip to step 3.
Click the + where the hub should go, for example on the entrypoints box.
Under Legacy, click Form.
Click the + beside Add module on the hub. The module connects to the hub.
Add and edit questions
Click the Form module, then click the questions.
In Edit form, on the Content tab, rename each question and edit its options. For choice questions, click Add option, Use preset options, or Bulk edit options.
To ask another question, click Add field and choose a field type.
To copy or delete a question, click the copy or trash icon beside it.
Under Submit button, enter the Button text.
Click the pencil icon next to the module's name to rename it. Replace the default name with a descriptive one for clearer reporting later.
To change the heading or description above the questions, click it and edit it in Edit text.
Tip: To show a question only after a certain answer, use the Dynamic rules tab in Edit form. See Dynamic form rules - Show or hide form questions based on earlier answers.
Choose what happens after someone submits
The Form module has no thank-you page. Under Pages or Destinations in the editor toolbar, click what should come next, then click the + beside the form. See Show a thank-you page and send people somewhere after they submit a form.
Publish and test
After you click Publish, scan the code and submit a test entry. Answers appear in the flow's Form results. See Form results - See and export your form results, RSVPs, and sign-ups.
FAQs
Can I save answers to the contact?
Yes. Expand Advanced configuration on a field and select Contact property. See Contact properties - Save form answers as contact properties.
Can I send people to different places based on their answer?
Yes, with a smart rule after the form. See Smart Rules - Send people to different places by location, device, or answer.