How to Create Forms and Add Them to Course Curriculum
The Form Builder is a powerful no-code tool that helps you to create beautiful, responsive forms without writing a single line of code. From collecting learner feedback, assignments, onboarding details, event registrations, or e-signatures, this intuitive builder makes it easy to design, deploy, and track your forms from one place.
You can also embed forms into landing pages to turn them into high-converting funnels. Every submission can be tracked, routed to your CRM, and used to trigger follow-up actions like emails, tagging users, or internal notifications.
This feature is perfect for:
Sales & Marketing Teams – Capture and qualify leads from landing pages
Instructors & Course Creators – Collect course feedback, surveys, and assignments
HR & Compliance Teams – Run onboarding and internal surveys
Event Managers – Register attendees and send confirmations
In this guide, you’ll learn how to create a form, customize it, collect responses inside courses, and view submissions.
Step 1: Create a New Form
Navigate to 'Sales & Marketing' → 'Forms'. Click '+Create Form' at the top-right to start building a new form.
Step 2: Set Up Your Form
Fill in the basic details, such as 'Form Name' and select the appropriate 'Form Type' from the dropdown menu.
| Field Type | What It Does | Best Used For | Example |
|---|---|---|---|
| Short Text (single line input) | Allows users to enter a short, single-line response | First name, last name, company, job title | First Name |
| Email (input field for email) | Accepts only valid email addresses and validates format | Lead capture, feedback contact, registrations | you@example.com |
| Long Text (multi-line input) | Allows users to enter longer responses across multiple lines | Feedback, comments, suggestions, assignments | “What did you like about this course?” |
| Dropdown (select input) | Lets users select one option from a dropdown list | Department, country, category | Marketing, Sales, HR |
| Single Choice (accept a single option) | Displays multiple options but allows only one selection | Yes/No, Likert scale questions, MCQs | Strongly Agree → Strongly Disagree |
| Multiple Choice (accept multiple options) | Allows users to select more than one option | Preferences, topics of interest, features | UI Design, UX Research |
| Toggle Switch (On/Off) | Simple switch for yes/no or enable/disable choices | Consent, subscriptions, permissions | Subscribe to updates |
| URL (expects a URL) | Validates that the input is a proper web link | Portfolio links, website URLs | https://example.com |
| Phone (with country code) | Collects phone numbers with country code validation | Event registration, sales follow-up | +91 00000000000 |
| Number (numbers only) | Restricts input to numeric values only | Age, quantity, years of experience | 5 |
| Country & State (dynamic options) | Shows state options based on selected country | Address collection, registrations | India → Tamil Nadu |
| Signature (electronic signature) | Allows users to sign digitally | Agreements, consent forms | Sign to confirm |
Step 3: Fill in the Details
Configure other available options like 'Label', 'Placeholder' as needed, and check the 'Required' box if you want to make the field mandatory.
Step 4: Add New Field
Click '+ Add new field' to add more inputs such as Email, Long Text (for feedback), Dropdowns, Single Choice / Multiple Choice, or Signature (for approvals or consent).
Step 5: Manage Field Layout
Use the options on each field to 'Move Up / Move Down', insert fields 'Above or Below', or 'Delete' fields you don’t need.
Step 6: Customize Form Settings
Switch to the 'Settings' tab to customize the submit button text and style, label orientation, optional CAPTCHA, success message, redirect URL, signature instructions, and tracking codes, then click 'Save Form' to apply your changes.
Step 7: Configure Post-Submission Actions
Under 'After Submission', set what should happen when a form is submitted by adding 'Team email addresses' for notifications and choosing 'Actions' like sending emails, creating tasks, or triggering internal workflows so your team never misses a response.
Step 8: Preview Your Form
Use the 'Form Preview' panel to see how learners or users will experience your form before publishing.
Add the Form to a Course
Step 9: Open Curriculum
Go to Courses → Manage Course → Curriculum.
Step 10: Add the Form as a Lecture
Click the arrow to view 'Lectures', then click 'Add' and select 'Add Forms'.
Step 11: Select Your Form
Choose the form you created and click 'Add to Lecture'.
Learner View
Now learners will see the form in the course and can submit their responses directly from the course player.
Example: Creating a Likert Scale Survey (Course Feedback)
You can easily build a Likert scale survey using Single Choice or Multiple Choice fields.
Example: Course Feedback Likert Question
Field Type: Single Choice
Label: How satisfied are you with this course?
Options:
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Example: Instructor Feedback
Field Type: Single Choice
Label: The instructor explained concepts clearly
Options:
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Example: Open Feedback
Field Type: Long Text
Label: What can we improve in this course?
Placeholder: Share your suggestions here...
You can add multiple Likert questions to create a complete feedback survey and place it as the final lecture in your course.
Form Builder makes it easy to create powerful forms without code, from collecting leads, onboarding users, or gathering course feedback. With drag-and-drop fields, team notifications, post-submission actions, and built-in analytics, you can manage every response from one dashboard.
