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Getting started with forms
Getting started with forms

Watch time: 9 minutes | New to Capture and want to jump right in? Start here.

Michelle Smith avatar
Written by Michelle Smith
Updated over a week ago

πŸ’‘ What is this? A lightning-quick guide to learning Gecko's form capabilities.

πŸ”Ž Who is it for? Users who want to start building and sharing forms from Gecko but aren't interested/don't need to learn how the entire system works.

⏰ Got anything else? If you're a system administrator or want to learn everything there is to know about Gecko, then check out our long-form Capture training guide!

Want to learn how to start using Gecko's form builder in a matter of minutes? You're in the right place!

Michelle walks you through creating your first form in this quick start guide. You will learn about the different fields you can add to your form and how to apply conditional logic and create powerful workflows so that only the relevant team gets notified of a response!

Step 1: Creating your first form

  • Head to Forms > + New Form

  • Click your form title to name your form

  • Add in relevant contact and/or form fields

  • To edit your fields, click on the field using the blue Edit icon. Here, you can rename, make required, add in different options, etc

  • ⭐️Tip: You can click and drag to re-order your fields or add a new page on the left-hand side!

  • Once you're happy, click Save Changes

Step 2: Adding in different field types

  • There are a ton of different field types to suit your needs. Need help finding the right field for you? Check out our guide!

Step 3: How to use conditional logic

  • Edit the field you'd like to hide and go to the Conditions tab

  • Click + Add Condition and tell Gecko which field(s)/option(s) to reference

  • Click Update and then Save Changes to your form.

  • ⭐️ Tip: Click on your form title at the top of the page to see the conditional logic in action!

Step 4: Form workflows

  • Click into Workflows > + Add Workflow

  • Add in your Condition

  • Add in your Action

  • Click Save Changes to apply your workflows

πŸ’‘ Want to learn more about form workflows? Head here!

Step 5: Sharing your form

  • Click on the Share tab and pick how you want to share your form

  • Sharing via URL: Copy the direct link to the form, or use the Shorten button

  • Sharing via QR code: Click Get QR Code and download

  • Embedding your form: Scroll to the bottom and copy the javascript; you can also use the Get alternative code option to embed via an iframe

  • Happy form building! πŸ“πŸ™ŒπŸŽ‰

πŸ’‘ Need help embedding forms on your website? Check out this article!

Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.

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