Welcome to Typeform! It’s an easy-to-use tool for collecting data, feedback, and more. We want to make data collection as easy and conversational as possible – this article shows you the basics.
First up, you’ll need a free Typeform account. Here’s how to set one up.
Log in to your account, and you’ll land in your Workspace. We’re going to build a typeform from scratch. Hit the New typeform button:
Now you’ll see some suggested templates for you. Ignore those for now, and click Start from scratch:
Now we can start building. Click the + button to choose your first question. A drop-down menu will appear, where you can scroll through all the question types we offer.
I want to make a simple contact form, so I’ll start with a Short text question, to ask for people’s names. As you type in your question, on the right you’ll see a preview appear of what your typeform will look like:
To move on to your next question, either click the + symbol, or hit Enter, which will immediately open the question list again.
If you want to duplicate or delete your questions, click the three dots icon:
Let’s choose a Multiple Choice question. I want to ask people how they are feeling. To make it more personal, I’ll use the name they entered in the previous question.
Type in your question, and where you want to use the name from question 1, just type an @ symbol. This will allow you to choose a variable from another question in your typeform. Here we just have one option “Hi, what’s your name”. Click that and it will appear in your question:
I’ll finish up this simple typeform with a Long Text question, where people can write me a message. Hit Enter twice to move out of the Multiple Choice question (or click the + with the cursor), and choose Long Text from the question list. Type in your question, and we’re done!
Your typeform is now ready to share!
By default, when you save, anyone with the URL can now see it. Hover your mouse over the lock icon to toggle your typeform between public and private mode.
You can test your typeform using the View button. Click this, and a preview of your creation will pop up:
You can now try out your typeform:
To close it, click the X in the top right corner.
Note! Make sure to send respondents a link to the published version of your form. The URLs of the preview and published versions are different, and you can only collect results for published typeforms.
To bring up our text formatting help, click the small keyboard icon on the bottom right of the Create panel:
This little popup is there any time you need reminding of keyboard shortcuts you can use:
Use Enter to add a new question, or new option for multiple choice, dropdown etc questions.
You can add a new line to your question text by tapping Shift + Enter:
To use Recall information, just type in an @ symbol, and a menu will appear with all the information you can add to your text:
To use emoji, tap CTRL, CMD and SPACE (or WIN + . on Windows) to bring up a menu to choose from:
Click the emoji you want, and it will appear in your text.
Note! The emoji you see will depend on what is installed on your computer.
To use Bold or Italic or add a hyperlink, highlight the text you want, and you’ll see a new menu:
To use bold or italic, simply click the B or i symbol.
To add a hyperlink, click the link symbol, then paste or type in the URL you want to use:
Press Enter or click the x to create your hyperlink.
Tip! You can create a clickable email link using this URL tool. Instead of pasting a URL above,
type “mailto:firstname.lastname@example.org”. Replace the email@example.com with the address you want to point to.
Now when people click your text, they’ll be able to send you an email.
Now you’ll see that your text looks like a hyperlink:
You can change or remove the hyperlink by clicking it. A new menu will appear like this:
On your live typeform, your text will now look like a hyperlink, and the URL will open in a new tab in respondent’s browsers:
Note! You can add formatting to any question, Welcome or Thank You screen.
The only place we don’t support formatting is in Multiple Choice, Picture Choice and Dropdown choices:
By default, typeforms have an Autosave feature, so your work is saved automatically.
You can also choose to save manually, which is ideal if you want to edit your typeform after you’ve shared it, so people don’t see your changes until they are ready. Simply click Saved in the top right of the screen, and you can toggle auto-save on or off: