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Forms

Forms help you gather and organize important information—whether you’re onboarding new users, collecting feedback, or processing requests. You can customize fields, add validation rules, and structure your form to ensure accurate and efficient data collection.

Once created, forms can be shared, published, and managed to streamline workflows and improve user engagement.

Creating a Form

You can customize a form based on your needs by selecting different field types. Here’s how to build your form:

  • Head to your School page and click Forms in the top navigation
  • Click Add Form to start a new form
  • Select Manage Fields, then click Add Field to customize your form
  • Choose a Field Type based on the type of information you need:
    • Text: Collect short answers like names or addresses
    • Email: Ensure users enter a properly formatted email address
    • Phone: Capture phone numbers with proper formatting
    • Long Text: Allow users to provide detailed responses
    • Dropdown: Offer a predefined list of options
    • Radio: Let users select one option from multiple choices
    • Checkbox: Allow users to select multiple options
    • File Upload: Collect attachments like resumes, PDFs, or images
    • Date: Let users select a date from a calendar
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  • (Optional) Click Add a Step to organize your form into sections (e.g., Personal Details, Payment Info)
  • Once you’ve added a number of field types and steps, you can preview your final form by clicking Preview in the upper right corner
  • When you’re happy with your selection of field types and steps, click Update to save your changes

Viewing Form Submissions

Once your form has been created and used, you can view the information users submit.

To do so:

  • Head to the Forms page
  • Select the form you want to review
  • Click Submissions on the right-hand side
  • View, manage, or analyze the submitted data

Exporting Submissions

If you need to process data externally, you can download submissions as a CSV file:

  • Click Export as CSV to download the responses
  • Use the file in spreadsheets or data analysis tools



Still stuck? Shoot us an email and we’ll do our best to help.