Tutorial · about 15 minutes

From blank canvas to published form

Follow these seven chapters end to end and you'll have a branded, logic-driven form collecting real responses — without writing a line of code.

2 min

1. Create your first form

From the workspace, hit New form. Start from a blank canvas or pick from the 100s of built-in templates — the whole field structure loads instantly so you only edit what matters.

  • Templates are grouped into 8 categories you can filter and preview
  • Choose Classic (all fields on one page) or Card (one question at a time)
  • Rename, duplicate, favourite or move forms into folders at any time
3 min

2. Build with drag and drop

Drag fields from the palette onto the canvas, reorder by dragging, and edit labels, help text and validation in the properties panel on the right.

  • 20+ field types: text, email, dropdown, rating, file upload, signature, payment
  • Split long forms into multiple pages using the page rail
  • Every change autosaves — undo and redo with ⌘Z / ⇧⌘Z
2 min

3. Design it to match your brand

Open the Designer panel to apply a preset theme or set your own colours, fonts, corner radius and form width. Upload a logo and cover image — both are compressed automatically for mobile.

  • Built-in contrast checker warns you when text or buttons are hard to read
  • Advanced CSS box for pixel-level control, validated and safely scoped
  • Save theme versions and roll back at any time, or export/import as JSON
2 min

4. Add conditional logic

Show or hide fields and pages based on previous answers so respondents only ever see what's relevant to them.

  • Rules are built from simple when / then conditions — no formulas
  • Preview logic live in the builder before you publish
  • Available from the Growth plan upwards
2 min

5. Set up emails

Per form you can notify your team on every submission and send an autoresponder to the person who filled it in, with placeholders that inject their answers.

  • Placeholders like {{field:email}} personalise every message
  • Optional reminder emails triggered by submissions
  • Every message is sent from your HelloForms sending domain
1 min

6. Publish and share

Publishing gives you a clean public URL that anyone can open — no account needed for respondents.

  • Copy the link, download a QR code or grab the iframe embed snippet
  • Prefill fields through URL parameters for personalised campaigns
  • Unpublish or pause responses whenever you like
3 min

7. Manage submissions

Every response lands in a spreadsheet-style workspace you can search, sort, edit inline and export.

  • Filter by date, export to CSV, and chart submissions over time
  • Track your remaining quota for the current billing period
  • Stream responses to your own systems with webhooks or the API

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