Forms & Surveys
35 articles
1 min read · Video
Survey Builder
Here is how to use your Survey Builder.
1 min read · Video
Form Builder
This video shows how to create and use forms in FunnelStreams.
2 min read
How To Build, Edit & Utilize Forms
Using forms can be a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the form builder is a critical piece to…
3 min read
How To Build, Edit And Utilize Surveys
Using surveys and forms are a great way to capture information for new leads, and many other aspects of your business. Understanding how to use the survey builder is a critical…
1 min read
How To Locate Survey and Form Answers
Surveys and forms can be a helpful tool to connect with leads and understand how to improve your company's services. As an extra step, you can also export the information or…
1 min read
How To Submit Mock Data for Forms and Surveys
Submitting mock data for your survey or form will allow you to test the form/survey and see how the information looks in the contact profile. Follow these 5 simple steps to…
1 min read
How To Use File Upload Custom Field in Forms and Surveys
This tutorial will show you how to create the file upload custom field, and how it can be used within both forms or surveys.
1 min read
Signature Custom Field in Forms and Surveys
This tutorial will show you how to use the signature custom field and how it can be used within the forms or surveys.
1 min read
How To Customize a Form Or Survey
You can edit a specific form or survey to fit your needs. From content to stylistic changes, you can completely customize the appearance and information in a form or survey.…
1 min read
How to Add or Remove Logos for Forms
You may want to add or remove the system logo from a form. Follow these simple steps to learn how:
1 min read
How to Look Up Form Attribution
You may want to analyze the data on your form submissions. Here we'll show you how to access your form submission information.
1 min read
Viewing Chat Widget Submissions
Once you've created a chat widget, you may want to review what contacts are submitting into the chat widget. (If you haven't set up a chat widget, stop here and go check out…
1 min read
Understanding Automatic Country Detection in Forms
Automatic country code detection is a great feature in forms. Forms are smart enough to recognize the location of the person that has accessed the page. The only action on your…
1 min read
Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
This article will discuss the subtle, yet significant difference in the “Submitted” and “Purchased” status of order forms. There’s an important distinction between an order…
1 min read
How To Add a Bump Offer in Order Forms
A Bump Product is a pre-checkout offer that is presents an additional product to your customer. The Bump Product is shown in the checkout and can be added to the order with…
2 min read
Understanding the Difference Between One-Step and Two-Step Order Forms
This article will run through the differences between a one-step and two-step order form and cover use cases for each. While both forms let you collect contact, shipping, and…
2 min read
Set Up a QR Code Check-In Campaign
Let visitors scan a QR code to open a form and check in, then tag and review their requests.
1 min read
Add Custom CSS to Forms, Surveys, and Quizzes
Style your forms, surveys, and quizzes with custom CSS inside the builder, and style the area around an embedded form on your page.
1 min read
Gradient Button Backgrounds in Forms, Surveys, and Quizzes
Give your form, survey, and quiz buttons a gradient background by choosing a gradient type, angle, and color stops.
2 min read
Create and Manage a Contact Form
Build a contact form, choose who is notified, test a submission, and share the form on a site or with a link.
1 min read
Set Up SMS Verification in Forms and Surveys
Make respondents confirm their phone number with a one-time text code before they submit your form or survey.
1 min read
Skip Card Collection for $0 Orders in Forms and Surveys
Let people complete free orders on your forms and surveys without entering a credit card by turning off Require card for $0 orders.
1 min read
Protect Your Forms from Spam
Stop fake submissions by adding a CAPTCHA, validating emails and phone numbers, and limiting text messages to the countries you serve.
1 min read
One Question at a Time Surveys
Show one survey question per screen so respondents can focus, and see how it affects conditional logic.
1 min read
The Primary Color in Forms, Surveys, and Quizzes
Set one primary color to brand how fields, checkboxes, buttons, and pickers look when people interact with your forms.
1 min read
Create App QR Codes for iOS and Android
Make one QR code that sends iPhone users to the App Store and Android users to Google Play, with a fallback link for everyone else.
1 min read
QR Codes for Calendars, Services, and Rentals
Use ready-made QR codes for your calendars, services, and rentals, or create your own, then track scans and download them.
1 min read
Share Your Digital Profile and Business Cards
Share your contact details with a digital profile card or business card, using a link or QR code, and let people save or exchange contacts.
1 min read
Create QR Codes One at a Time or in Bulk
Create a single QR code for any destination, or upload a CSV to generate many website QR codes at once.
1 min read
Save QR Codes to Apple Wallet or Google Wallet
Store any QR code in Apple Wallet or Google Wallet so you can show it to customers in person, even offline.
1 min read
QR Codes: Overview and Types
Where to find QR codes in FunnelStreams, every QR code type and when to use it, plus bulk creation and scan analytics.
2 min read
Quiz Scoring, Categories, and Result Pages
Add points and categories to quiz answers, understand overall, category, and percentage scores, and build a personalized result page.
1 min read
Quiz Builder Guide
Build an interactive quiz that captures leads, scores answers, and shows a personalized result, then publish it on your site.
1 min read
Schedule When a Form, Survey, or Quiz Is Open
Choose when a form, survey, or quiz starts and stops taking responses, and what visitors see before it opens and after it closes.
1 min read
Score Tiers in Quizzes
Split quiz results into labeled, color-coded tiers by percentage score, show them on the result page, and save them to contact fields.