Forms

Navigate to the Forms page

From your agency dashboard, click Forms in the sidebar. You’ll see a list of all your existing forms, each showing the form name, description, question count, and creation date.Click the Create Form button in the top-right corner.

Enter form details

On the Create Form page, fill in the Form Name (required) and an optional Description. The name helps you identify the form when attaching it to tasks later.

Add a question

Click + Add Question to add your first question. Each question has:

• Question text — The question ambassadors will see
• Answer Type — Choose from Short Text, Paragraph, Multiple Choice (Radio), Multiple Choice (Checkbox), Star Rating (1-5), or File Upload
• Required toggle — Make the question mandatory or optional

Use Star Rating for quick satisfaction scores and Paragraph for open-ended feedback. File Upload is useful for collecting photos or documents.

Add multiple choice options

When you select Multiple Choice (Radio) or Multiple Choice (Checkbox) as the answer type, an Options section appears. Type each option and click + Add Option to add more.Radio questions allow ambassadors to select one answer. Checkbox questions allow multiple selections.

Save the form

Once you’ve added all your questions, click Create Form. You’ll be redirected to the Forms list where your new form appears at the top.

Edit a form

Click any form card to open the form builder. You can modify the form name, description, and all questions. Use the drag handles to reorder questions. Click Save Form when done.

Duplicate or archive a form

Click the three-dot menu on any form card to access quick actions:

• Edit — Open the form builder
• Duplicate — Create a copy of the form with all its questions
• Archive — Remove the form from your active list

You can also archive a form from the edit page using the Archive Form button.