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Using Forms App

Create custom surveys and polls to collect data from your contacts.

Jay Nasibov avatar
Written by Jay Nasibov
Updated over 2 months ago

The Forms App in Udext is a user-friendly tool for creating and managing forms. Whether you're gathering feedback, conducting surveys, or collecting information, here's how to use it step by step.

Creating a New Form

  1. Access Forms App:

    • Go to the 'Apps' tab in Udext.

    • Navigate to the 'Forms' page.
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  2. Start a New Form:

    • Click on "Create New Form."

  3. Setting Up Your Form:

    • Fill in the "Title" and "Description" of your form – both are required.

    • Choose from three question types: multiple choice, checkboxes, or open-ended.

    • Add as many questions as you need and provide answer options.

    • Make questions mandatory by selecting "Required" for each question.

    • For added security, click on "Secured" to require two-factor authentication (2FA) from end-users to access the form.
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  4. Organizing Your Form:

    • Rearrange the order of questions by dragging and dropping them using the 6-dot icon at the top of each question.

    • Duplicate questions easily using the duplicate button under each question.
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  5. Translating Your Form:

    • Automatically translate forms into your contacts' preferred languages by toggling "Enable Translation" when creating a new form.

    • The translation will be applied automatically based on each contact's language preference.
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  6. Preview Your Form:

    • Use the Preview button to see how the form will appear to end-users.

Managing and Tracking Responses

  1. View Responses:

    • After sending out the form, click on the form name in the table to track responses and analytics.

    • Filter responses based on time period, groups, or broadcast messages where the form was attached.


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  2. Form Activation:

    • Activate or deactivate forms as needed with the "Deactivate" button.
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  3. Editing Forms:

    • While forms can't be edited directly, you can duplicate a form, make changes, and create a new version.

Forms Events Tracking & Analytics

Forms App now allows you to monitor form activity with detailed analytics.

Get insights into:

  • First Open Time – The time the recipient has first opened the form

  • First Submission Time – The time the recipient has first submitted the form

  • Number of Submissions – The number of times the form has been submitted by the recipient

  • Number of Opens – The number of times the recipient has opened the form

Questions? Chat with us or email [email protected]
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