Quick Start Guide

What you'll learn

• How to create your first form from scratch or a template
• How to add and customize questions
• How to publish and share your form
• How to view responses and analytics

1. Create your free account

Head to /signup and create your free account. You'll get unlimited forms and responses on the Free plan—no credit card required.

2. Create your first form

Once you're signed in, you'll land on your Dashboard. Click the "Create new form" button to get started.

1. 1

   Choose how to start

   You have two options:

   • Blank: Start from scratch with an empty form.
   • Template: Pick a pre-built template for onboarding, lead capture, feedback, and more.
2. 2

   Name your form (optional)

   Give your form a descriptive name like "Contact Form" or "User Feedback Survey". You can always change this later.

3. 3

   Select a Space (optional)

   If you've created Spaces to organize your forms, select one here. Otherwise, your form will live in your default workspace.

3. Build your form

Now you're in the Form Builder. This is where you'll add questions, customize design, and configure settings.

Add questions

1. 1

   Open the Build tab

   The left sidebar has multiple tabs. Make sure you're on the Build tab.

2. 2

   Drag blocks onto the canvas

   Scroll through the available question types (Short Text, Long Text, Email, Yes/No, etc.) and drag them onto your canvas. You can also click a block to add it instantly.

3. 3

   Customize each question

   Click any question to open its settings panel. Here you can:

   • Edit the question text
   • Add a description or helper text
   • Mark it as required or optional
   • Configure validation rules (for Email, Website, etc.)

Customize design

Switch to the Design tab to change how your form looks:

• Theme: Choose from Default (Free) or premium themes like Conversational, Minimal, or Soft (Pro).
• Background: Set a color, choose from preset images, or upload your own (Pro).
• Branding: Remove SmarterForm branding on Pro plans.

4. Publish your form

Once you're happy with your form, it's time to publish it:

1. 1

   Click the Share button

   In the top-right corner of the Builder, click Share.

2. 2

   Publish your form

   Toggle the Published switch to make your form live. You'll see a public URL appear.

3. 3

   Copy and share your link

   Copy the share link and send it to your audience. Your form is now live at /f/[formId] or /f/s/[slug] if you set a custom slug.

5. View responses

As people fill out your form, you can view responses in real-time:

• Go back to your Dashboard and click on your form.
• Switch to the Analytics tab to see views, starts, submissions, and completion rates.
• Click View all responses to see individual submissions.
• Export responses to CSV (up to 500 most recent submissions).

Next steps

Now that you've created your first form, explore these features:

• QR Codes: Generate a QR code for easy offline sharing.
• Embed: Add your form to your website with an iframe.
• Analytics: Track form performance and optimize completion rates.
• Pro Features: Upgrade for AI Insights, premium themes, and more.