Build a Form
A form lets you ask your visitors questions, on one or several steps, then send each person to the right place based on their answers. The steps always come in the same order: only the final destination depends on what the visitor answered.
Common uses
- Screen applicants: check that someone is a good fit for your premium coaching program before offering a discovery call
- Surveys and feedback: collect satisfaction scores, testimonials or research data from your customers
- Audience research: understand your audience's goals and challenges before building a new product
- Event registration: gather details from people signing up for a webinar or workshop
- New client questionnaire: collect everything you need from a new client before their first session
Creating a form
- Go to Forms in your dashboard and click Create form. A form called "Untitled form" opens straight away in the editor, with a Name and an Email field already on its first step.
- Add fields using the block menu (type
/as usual). - To add a new step, click the + next to Steps in the sidebar.
- When your form is ready, click Publish. This is where you give it its name. You can rename it later from your list of forms (⋮ › Rename).
On the free plan, you can create one form. Creating more requires the Pro plan.
Organize your steps
In the sidebar, each step shows "Step 1", "Step 2" and so on. Hover over a step and click ⋯ to manage it:
- Rename: give the step a name that tells you what it asks, like "Contact details" or "Budget". The name only shows in the editor, your visitors never see it. Clear the name to go back to the step's number. You can also double-click a step to rename it.
- Duplicate: adds a copy right after the original, with the same fields and button. Handy when two steps look alike. The copy's fields count as new questions, so your destination conditions stay tied to the original step.
- Delete: removes the step and its fields.
To change the order of your steps, drag and drop them in the sidebar.
Know the status of each form
Your list of forms shows a colored dot just before each form name. It answers two questions at a glance: can visitors fill in this form, and are they seeing your latest version?
| Indicator | What it means |
|---|---|
| Gray dot | Draft. The form exists for you only, nobody can fill it in yet. Click Publish in the editor once it's ready. |
| Green dot | Online. Visitors see the form exactly as you built it. |
| Yellow dot | Unpublished changes. The form is online, but you have edited it since, so visitors still see the previous version. Open the form and click Update to put your changes online. |
Hold your mouse over a dot to read its meaning without leaving the list.
Contacts are saved from the email step
As soon as a visitor sends the step that contains the Email field, TinyPages creates their contact record, even if they leave the form before finishing it. Put the Email field on the first step and you get the contact from the very start, whether they finish or not. A form without an Email field creates no contact.
This matters most for forms with several steps: you never lose a contact just because someone got distracted halfway through.
See Qualification form → Discovery call for a step-by-step example.
Visitors can go back
From the second step onwards, a back arrow appears at the top left of the form. Visitors can return to a previous step to review or correct an answer, and everything they already typed stays in place.
Going back never creates duplicates. If a visitor changes an answer and continues, the answers they already sent are simply updated, and their contact stays unique.