Table of Contents

Forms block

DesirΓ©e M Updated by DesirΓ©e M

The Forms block lets you collect multiple pieces of information in a single message. Instead of asking questions one by one, you create a form where users can fill out several fields before submitting.

Perfect for: Contact forms, registrations, surveys, lead qualification, or any time you need to collect multiple data points efficiently.

🎯 Set Up Your Form

To start building your form, search for the Forms block. Once you've added the block to your flow, you'll see the configuration panel on the left and a live preview on the right.

Message and Form Settings

At the top of the configuration panel, you'll see the Message field. This is the introduction text that appears above your form.

Click on Settings to access five important options that control how your form behaves:

βœ… Submit Button Label

Customize the text on the submit button. Default is "Send", but you can change it to match your brand voice.

⏭️ Skip Button

Let users skip the entire form without answering. When enabled, a "Skip" button appears alongside the submit button, and a red output appears in the Forms block.

Warning: When users skip, none of the form fields will be saved. Plan your flow accordingly by creating a separate path for users who skip.

⚠️ Required Field Error Message

Customize the error message shown when users try to submit without completing required fields.

Tip: Make error messages helpful: "Oops! We need your email to send you updates" works better than "Error: Required field missing".

⭐ Mark Required Fields with a *

When enabled, required questions display an asterisk (*) next to the label, providing a clear visual indicator.

πŸ“± Stack Fields on Mobile

Ensures questions stack vertically on mobile devices instead of side-by-side. Always enable this if you expect mobile traffic.

Add questions and organize your Form

1️⃣ Scroll to the Row section

2️⃣ Click the circle with a + icon to add a question

3️⃣ Select the question type

4️⃣ Click the question box to configure settings

5️⃣ Watch the preview panel πŸ‘οΈ to see how it looks

You can add as many rows as needed, drag and drop to reorder questions, and organize them side by side using layout options.

πŸ’‘ Tip: Group related questions in the same row (like "First Name" and "Last Name") for a cleaner layout.

πŸ“‹ Question Types

Now let's explore all the available question types and when to use each one.

πŸ“ Text

Use the Text question when you want to collect open-ended answers where users can type freely.

Configuration options:

Label – Title above the input field

Required field? – Makes the question mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context.

Input Hints:

β€’ Placeholder: Text shown inside the empty field. It disappears when the user starts typing.

β€’ Default Text: Pre-filled text.

You can use Fields in Placeholder and Default Text if you already have a value and want to show it to the user.

Size of text area:

β€’ Short: Single-line input, ideal for names or short answers.

β€’ Long: Multi-line input, useful for comments or longer descriptions.

Minimum/Maximum characters – Set limits on answer length

Regex pattern – Custom validation rules (advanced). You can read more about Regex here.

Validation error message - Message shown if the input doesn’t match the regex. You can customize it here.

Save answers in the field – Defines where the user’s response is stored. In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

πŸ“§ Email

Use the Email question to collect email addresses with built-in validation.

The form automatically validates that users enter a properly formatted email address. If the format is invalid, users will see an error message.

Configuration Options

Label – Title above the input field

Required field? – Makes the email mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context (e.g., "We'll never share your email").

Input Hints:

β€’ Placeholder: Text shown inside the empty field (e.g., "your@email.com"). It disappears when the user starts typing.

β€’ Default Text: Pre-filled email address.

You can use Fields in Placeholder and Default Text if you already have the email saved and want to show it to the user.

Save answers in the field – Defines where the user's email is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

πŸ”’ Number

Use the Number question when you need users to provide numeric values, with options to set ranges and formats.

Configuration Options

Label – Title above the input field

Required field? – Makes the number mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context or instructions.

Input Hints:

β€’ Placeholder: Text shown inside the empty field. It disappears when the user starts typing.

β€’ Default Text: Pre-filled number.

You can use Fields in Placeholder and Default Text if you already have a value and want to show it to the user.

Format:

β€’ Whole numbers: Only integers are accepted (1, 2, 3)

β€’ Decimals: Numbers with decimal points are accepted (1.5, 2.75)

β€’ Auto: Adapts to whatever the user types

Add a prefix – Add a special character that appears before the number (€, $, lb, %, etc.)

Minimum/Maximum value – Set acceptable ranges. A warning is shown if the value is outside this range.

Save answers in the field – Defines where the user's number is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

πŸ“± Phone

Use the Phone question to collect phone numbers with international support.

Configuration Options

Label – Title above the input field

Required field? – Makes the phone number mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context or instructions.

Input Hints:

β€’ Placeholder: Text shown inside the empty field. It disappears when the user starts typing.

β€’ Default Text: Pre-filled phone number.

You can use Fields in Placeholder and Default Text if you already have a phone number saved and want to show it to the user.

Show Country Code Selector – When enabled, users can select their country code from a dropdown. The default country code is automatically set based on the user's browser language.

πŸ’‘ Tip: Enable the country code selector if you have an international audience.

Save answers in the field – Defines where the user's phone number is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

πŸ“… Date

Use the Date question to let users select a date using a visual calendar picker or by typing manually.

Configuration Options

Label – Title above the input field

Required field? – Makes the date mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context.

Input Hints:

β€’ Placeholder: Text shown inside the empty field. It disappears when the user starts typing.

β€’ Default Text: Pre-filled date.

You can use Fields in Placeholder and Default Text if you already have a date saved and want to show it to the user.

Format to save the date – Choose how the date should be stored in the system (DD/MM/YYYY, MM/DD/YYYY, etc.)

Show date picker – When enabled, a calendar popup appears for easy date selection.

Set available dates:

β€’ All: Users can select any date

β€’ Past: Only dates before today are available

β€’ Future: Only dates after today are available

β€’ Customise: Set specific date ranges

Disable specific days – Remove certain weekdays from the calendar. This is useful for booking systems that don't operate on specific days.

Save answers in the field – Defines where the user's selected date is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

πŸ” Autocomplete

Use the Autocomplete question when you have a long list of options. Users can search by typing or scroll through all available choices.

When users click the field, all options are displayed. They can then scroll through the list or start typing to filter the options.

Configuration Options

Label – Title above the input field

Required field? – Makes the selection mandatory, the user is not able to skip it.

Help text – Optional text displayed below the input to give extra context.

Input Hints:

β€’ Placeholder: Text shown inside the empty field (e.g., "Start typing to search..."). It disappears when the user starts typing.

β€’ Default Text: Pre-selected option.

You can use Fields in Placeholder and Default Text if you already have a selection saved and want to show it to the user.

Add options – Create as many choices as needed. The button text is what will be saved in the field.

Save answers in the field – Defines where the user's selection is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

β˜‘οΈ Checkbox

Use the Checkbox question when you need users to select options.

If they must check all boxes - for example with accepting policies, enable the Required Field option. If not, ensure this option is disabled.

Configuration Options

Label – Title above the checkboxes

Required field? – When enabled, users must check ALL options to submit the form.

Help text – Optional text displayed below the checkboxes to give extra context.

Add options – Create as many checkbox options as needed. Each option has:

β€’ Checkbox label: The text shown next to the checkbox

β€’ Value to save: The value that gets stored when the checkbox is checked

Save answers in the field – Defines where the user's selections are stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type. For Checkboxes, the output will always be an array.

⚠️ Note: You must assign a field to save answers. Without it, you'll get an error when clicking "Apply".

πŸ”˜ Radio Button

Use the Radio Button question when users need to pick exactly one option from a list. Very useful for Yes/No questions, for example when users need to accept Terms and Conditions.

Unlike checkboxes, only one radio button can be selected at a time. You can add up to 15 options.

Configuration Options

Label – Title above the radio buttons

Help text – Optional text displayed below the radio buttons to give extra context.

Add options – Create as many radio button options as needed (maximum 15). Each option has:

β€’ Radio button label: The text shown next to the button

β€’ Value to save: The value that gets stored when the button is selected

Save answers in the field – Defines where the user's selection is stored.

In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

❓ FAQs & Troubleshooting

I'm getting an error when clicking Apply

This happens when you haven't assigned a field. Every question must have a field assigned in "Save answers in the field".

Ensure the field you create is in lowercase.

How do I make questions mandatory?

Enable the Required field? toggle for each question that must be answered. Users won't be able to submit until all required fields are completed.

My form looks broken on mobile

Enable Stack fields on mobile in Form Settings to ensure questions display vertically on smaller screens.

What happens when users click Skip?

The flow continues through the skip output (if connected). No form data is saved when users skip.

Can I validate text with specific patterns?

Yes, use the Regex pattern option in Text questions to enforce specific formats. You can read more about Regex here.

How do I use collected data?

Answers are saved in the fields you specify. You can display them later using @fieldname, send to integrations, or use in conditions. In the Forms block, saving the answer in a Field is mandatory, and the question type determines the Field type.

WhatsApp and Messenger

The Forms block is not compatible. You can use individual question blocks instead.

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