Table of Contents
To create an account in Zoho Forms,
- Go to https://www.zoho.com/forms/signup.html
- Enter your details, and click the SIGN UP FOR FREE button.
- Alternatively, you can sign-in using your Google, Facebook, LinkedIn, or your Office 365 account.
There are two different ways to build a form - you can create it from scratch, or you can use the pre-made form templates.
- Click on the Let's Get Started button under the Forms tab (If you are creating your first ever form).
- Select Blank Form and enter your form's name in the Form Name box.
- In the Description box, you can give a textual description of your form (which is optional).
- Click Create to open the form-builder screen, where you can start creating your form.
We have created numerous templates across various categories, which you can share instantly. You can also customize the templates to meet your requirements.
To use a form template,
- Click the New Form button at the top-right corner of your screen.
- From the dialog box, choose the Form Templates option. Now, the Template Gallery screen will open.
- You can use the search bar to search for a template or scroll through the given list of templates.
- Select your preferred template and click Use this template button at the top-right corner.
- Now the form's builder screen will be displayed, where you can modify, add or delete fields, and change the theme if you wish to.
You can change your form's title and description, and set the position of the field labels in your form. To do so, navigate to the top of the form in the builder screen and click the title of your form. Now, you will be able to see the Form Properties panel on the right side (This panel will be displayed by default if you haven't added any field in your form yet).
- Form title: You can modify the title of your form here.
By default, the title will be displayed in the live form. If you wish to hide the title, navigate to Settings > General > Basic Settings > Form Header and toggle the switch to Hide.
- Description: You can add or modify the description of your form, which will be displayed under the title of your form. It can contain information such as instructions, special notes, etc.
- Label placement: Label denotes the name of a field. For example - Single Line, Multi Line, Number, etc. You can adjust the label position (Top, Left or Right) of the fields in your form (which will be applied to your entire form).
Different types of fields will be listed in the Basic Fields and Advanced Fields panel on the left side of your form-builder screen.
To add a field to your form,
- You can click the field, or you can drag and drop the field (Click here to learn more about the field types in Zoho Forms).
- You can re-arrange your fields by clicking and dragging them up or down. You can also duplicate a field along with its properties.
- You can modify the properties of a field under the Field Properties panel on the right side.
4. Click Save from the top-right corner of your builder screen to save your form.
5. By default, a Submit button will be added towards the bottom end of your form.
After saving your form, you can see a preview of how your live form will look. To do so, click the Access Form button at the top-right corner of your form-builder screen.
A preview of your form will open in a new tab.
You can also access your live form by clicking your form's name under the Forms tab, as shown below: