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Forms
Jasmin Murcia avatar
Written by Jasmin Murcia
Updated over 2 weeks ago

Forms are simply groups of polls. The polls show together on the attendee’s screen (unless you choose to show polls separately). They are run and closed together.

Create a new Form

Start by creating a new Form by activating the module on the sidebar to the right and then clicking "New Form".

Enter the title you want to be displayed on the Attendee's screens. Then select your options. Note: These options cannot be changed after you create the Form.

On the attendee side, Forms are held under the Forms slide. If you add a shortcut to the navigation bar, then it will appear individually in that bar.

Configure your Forms

Next, you need to add some polls to your Forms. To do this, expand the form by clicking on the arrow to the left of the name.

Click New Poll to add a new poll. This is just like clicking the New Poll button in Polls, with a couple of added options.

By default, polls are mandatory. If you want to ask your attendees a question they aren't required to answer, do it with a form. Toggle on "Make optional".

For Yes/No polls, there is a special option in the form. "Display as a checkbox" replaces the Yes and No buttons with a simple checkbox. When an attendee checks the box, MeetingPulse records it as a "Yes".


Note: this setting cannot be used with the optional-poll setting.

In Forms, you can also add dividers. You can use dividers to add instructional text, logos, header images, and more to separate the polls.

To add a divider, click "New Poll" as you would to normally add a poll to the form. Then, scroll to the bottom of the poll types and you will find two divider types: Text block or Image block. You can also format this text.

The example below shows the attendee screen with a text block of instructions added before the form.

Showing Forms

You can choose to show or hide them by using the toggle. By default, new forms start off shown.

Linking Forms

Forms have their own link. You can send that link out to people so they can go directly to it. Once you've created the form, open the settings again by clicking "Edit" on the "..." menu. There, you will see the form link below the title.

Note: This link changes if you make a pin the Form to the navbar, so make sure you get the most recent link.

Pin to Navbar

It's possible to add a shortcut to the Navbar for each form. Within the settings, toggle on "Pin to Navbar". You can rename the Navbar label and change the icon.

Now attendees can access the form directly from the bottom bar. It's a good idea to keep your Form titles short if you're pinning it to the Navbar.

For example, "Employee Feedback Form" takes up too much space, so making it shorter is a good alternative. Remember, the link to the form changes when you add the shortcut to the nav bar.

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