Tuesday, 23 June 2015

Typeform - Create beautiful, next-generation online forms and surveys

Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device
Typeform provides a simple and elegant interface which offers a great alternative to Google forms and Survey Monkey. Their free version (CORE plan) generously offers loads of features including:

  • Unlimited questions
  • Unlimited answers
  • Data export
  • Custom design themes or choose from templates
  • Basic reporting
The Pro version is available for $25 per month, which offers payment fields, a calculator feature for scoring and pricing, options to send respondents follow-up emails and more.
I would recommend that you have a look at the examples to give you an idea of what can be created with Typeform:

http://www.typeform.com/examples#Forms


1. Create a Typeform account
Start by navigating to http://www.typeform.com/ and click on the Create a typeform button.
This will then take you to the account creation screen where you will need to enter your details plus a password.

You are then presented with a welcome video which provides more information about Typeform and what you can be used it for. 
To begin click the Let’s go button to skip ahead to your landing page:
2. Create a Typeform from scratch
From the landing page click on the Create a new typeform. 
Give your typeform a name and then click the Build it now button.

You are then taken to the form creator screen where you are provided with a list of elements on the left hand side you can add to your form by using drag-and-drop to the appropriate section in your form design (on the right).
As with most forms it is advisable that you create a welcome screen for your form, which can include an image, video, a text description or a combination of them all as well as a customisable button to start completing the form.

In addition to the welcome screen you can add a thank you screen (premium feature) to confirm that the form has been received and to thank the person for their participation as we well as offering the option to share the form.

3. Create welcome screen
Drag and drop the Welcome Screen button on the left hand side to the dotted area title Drag & drop Welcome screen here or simply click the button to start editing the Welcome screen.
From the Welcome screen editor select whether you would like to insert an image or video by changing the toggle to on and then clicking on the upload button to select your media.
Change the toggle for text or description to add some information and instructions for your form, for example when the survey can be completed.
Finally select if you wish to have a start button (can be changed to anything else) on your Welcome screen.
As you add text and content to your welcome screen you will see a preview you almost instantly on the right hand side. Remember to click on the Save button to store your Welcome screen details.

4. Add questions to your typeform
Next you will need to add some questions to your form by either by dragging and dropping the type of question into the Drag & drop questions here section or simply click on the question type.

For this example I have selected the Multiple Choice question type. Fill in the options as necessary:

Click the green plus sign to add more options to your question.

In settings section specify:
Required - make the question compulsory for the participant to complete.
Multiple selections - allow more than one answer to be selected.
Randomize – this option will be rearrange the order of the choices.
Force vertical alignment – select if you wish to display options in vertical format or horizontal (default) format.
Add “Other” option – allows the participant to add their own answer.

Once you have added all your questions to see a preview of your form click the View my typeform in the top right hand side.

5. Change the design of your typeform
Select Design from along where you will find a number of themes that you can apply to your form (only one theme can be applied throughout the form). In addition to this you can also add a background image or amendment your form's colours from the available palettes or you can simply select your own background and text colour selections.

Once you have made your selections click on the Apply to typeform to save your changes.
6. Configure your typeform
Select the Configure option to make changes to the settings of your typeform.
General – change the name of the typeform, add Meta description (premium), set the form public or private and if you have premium then you can remove Typeform’s branding from your forms.
Progress widget – decide if you wish to have a percentage or proportional progress bar on your form.
Self notifications - decide if you wish to receive a notification for each response.
Respondent notifications – add a response that should be sent to respondents (premium).
Integrations - gives you the ability to integrate Typeform with hundreds of other apps such as Google Spreadsheets.
Messages – amend the existing validation, help and error texts.


7. Share your typeform
Click the Distribute option to view the sharing options which include obtaining the direct link to your type form as well as getting the embed code that can either be displayed from your website or you could have a pop up link within the your website.


8. Analyse the data
Click the Analyze option to view the data from your completed typeforms. This allows you to view detailed metrics about your form, which shows how many unique visits, responses, the average time taken to complete the form as well as what platform participants used when filling out the form.

Results
 – this displays the form data in a standard spreadsheet-style view and by default the report displays all responses. This option allows you to sort specific columns, hide columns you do not want to see, filter by a date range as well as being able to search through the data. Furthermore an option to download the Typeform data in either a .csv file or Excel is available.
Google Analytics - if you wish to obtain further data then you can use the option to add the tracking code which provides a much more detailed analytics
Reportsprovides a break down the responses from your forms in an easy to understand manner. There is also an option to view the report in full screen.


9. Use existing templates
Typeform has many existing templates that you can amend and use for your own needs. Simply click from Use a template from the main landing page: 
Select the template from the gallery and then click on the Customise this template button in the button right hand corner:
10. Organise with workspacesUse the workspace option in the top left corner organise your typeforms:

Final thoughts
Typeform offers a simple and easy to use tool for designing eye catching online forms and surveys. With the Typeform Core free account offering so many features and no restrictions on the number of questions you can add or responses you can collect I would recommend that you should definitely try it out!


Twitter: @SOASBLETech

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