Research & Data Collection · community shared

Interview Guide Form — shared by the community

Tom H. shared this 16-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use research & data collection form for small teams who need a reliable intake process: 16 questions, 4 pages, 3 conditional rules.

Shared by
Tom H. · Agency owner
Questions
16
Replies
12
Copies taken
681
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 4Session details

Interview record

Every question on this page is currently visible.

Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Interview Guide Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.

  • Small teams who need a reliable intake process working in research & data collection.
  • Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
  • Anyone replacing chasing missing details over email with one structured record per enquiry.
  • Respondents are the people you send it to — the form asks them 16 questions across 4 screens.

Why this form is useful

It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.

  • 7 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It pins the request to a specific date.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Interview Guide Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features conditional hiding: if “Did the participant consent to being recorded?” is No, “Recording file name or reference” is removed from the form and is never submitted.
  • Features advanced show logic: if “Is any follow-up needed after this session?” is Yes, the form dynamically exposes “What follow-up is needed?”. Otherwise that question never appears.
  • Features conditional validation: if “Is any follow-up needed after this session?” is Yes, “What follow-up is needed?” becomes mandatory before the form can be sent.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Page 1 — Session details

  • Participant coderequired
  • Interviewer namerequired
  • Date of interviewrequired
  • Start time
  • Settingrequired

Page 2 — Consent

  • Did the participant consent to take part?required
  • Did the participant consent to being recorded?required
  • Recording file name or reference

Page 3 — Topics

  • Warm-up — tell me a bit about your role and a typical week
  • Topic 1 — how do you currently handle this task?
  • Topic 2 — where does it go wrong?
  • Topic 3 — what have you tried instead?
  • Closing — what have I not asked about that matters?

Page 4 — Interviewer notes

  • Interviewer impressions
  • Is any follow-up needed after this session?required
  • What follow-up is needed?

Conditional logic in this build

  • WhenDid the participant consent to being recorded?is No, hideRecording file name or reference”.
  • WhenIs any follow-up needed after this session?is Yes, showWhat follow-up is needed?”.
  • WhenIs any follow-up needed after this session?is Yes, requireWhat follow-up is needed?”.

Questions about this shared form

How is this different from a survey?

A survey collects the same answers from many people. An interview guide keeps the same topics across sessions while letting each conversation go where it needs to — the notes, not the options, carry the data.

Should the participant see this form?

No. This is the interviewer's instrument. Participants get the consent form and, if you use one, the information sheet.

Can I use it for user research as well as academic work?

Yes. The structure — screener facts, consent, topics, impressions — is the same whether you are testing a product or running a study.

How many topics should a guide have?

Four to six for a one-hour session. More than that and you will rush the last ones, which are usually the interesting ones.

Is the Interview Guide Form template free to use?

Yes. You can preview and test Interview Guide Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Interview Guide Form template ask for?

It asks 16 questions across 4 pages, 7 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Interview Guide Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this research & data collection form work?

3 conditional rules ship with the template: Features conditional hiding: if “Did the participant consent to being recorded?” is No, “Recording file name or reference” is removed from the form and is never submitted. Features advanced show logic: if “Is any follow-up needed after this session?” is Yes, the form dynamically exposes “What follow-up is needed?”. Otherwise that question never appears. Features conditional validation: if “Is any follow-up needed after this session?” is Yes, “What follow-up is needed?” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.

Where do responses to the Interview Guide Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Interview Guide Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.