Once you have completed the Basic Info tab you can start to customise the questions and branding on your form.
To start editing your form, you need to do the following:
- Click “Save & Continue” once you have completed the Basic Info tab.
- This will take you through to the Form Builder tab
Branding Images
There will be a branding image already attached to your template and this will pull through to any form. You have two options of branding imagery for the top of your form:
- Company logo (150px x 150px)
- Banner image (700px width and flexible on height)
If you want to change this, you need to:
- Click on the current image at the top of the form which will bring up a pop up
- Press the red bin icon on the current image that is selected
- Choose a file from your computer
- Press the green Done button
Changing the Theme
The theme of the form dictates the font and colours of the form, button and text. Your Customer Success Manager will have set up a default theme attached to your templates that will pull through to any form you create from the template. If you have a few themes set up (e.g. one for external events and one for internal events, one for university events and one for apprentice events), you can change this on your form by:
- Clicking on the Theme button at the top of the form
- Selecting the desired form (you should see the preview of the form change to reflect this)
- Click the green Done button
If you would like to make any changes to your theme or add an additional theme, please contact your Customer Success Manager.
Custom Questions
Your template should include all the standard questions you require students to answer, so you shouldn’t need to add many other questions. However if you do, we have a number of different types of questions you can add to your form:
- Autocomplete: Students will start typing an answer and will pre-fill from the list you input
- Checkbox: Gives students the option to select more than one answer to a question from an list visible on the form
- Date: Allows the student to select a date from a calendar view
- Time: Students can select a time from a 24 hour drop down (minutes are in multiples of 5)
- Text: Written text box
- Long Text: Larger written text box for longer answers
- Number: Only allows numeric answers with a higher and lower selector
- Radio: Allows students to select one option from a list visible on the form
- Rating: Star rating which can be out of 5 or 10 stars
- Select: Allows students to select one option from a drop down list
- File upload: Allows students to upload either a document, image or zip file with the maximum size of 10MB
- Miscellaneous: Add a text box or header to the form
Note if you are adding a question to your form and you would like it to be searchable to in the Talent Pool, please contact your Customer Success Manager before you start capturing data.
Pre-filling Questions
To pre-fill a question to save students time you need to do the following:
- Select your question
- Click on the More Options heading
- Select the relevant answer in the Default Value box
- Click the green Done button
Once you have finished editing your form, click the green Save & Continue button at the bottom right hand corner.