For visual guidance on how to create forms, watch this video: How to create forms
Why is it relevant?" You can now create custom forms on all Cohere plans, and clients don’t need a Cohere account to fill them out. Customize everything, from branding to thank-you pages, confirmation emails, and response downloads. Soon, you’ll be able to link forms directly into sessions and modules, but for now, you can share them via email or inside your community.
This guide will walk you through the steps on how to create forms.
Step 1: From your coach dashboard, click on the "Forms" tab located on the left side. Select "All Forms" from the options.
Step 2: Click on the "Forms" section at the top and then click "Create a Form" at the top-left corner of the page.
Step 3: Select "Create From Scratch", then click "Next" or if you have want to use an existing one choose the option "Choose from Prior Template", click "Next" and then from the drop-down select one of the existing forms you have created and click "Next".
Step 4: Enter a title for your form and click "Next".
Step 5: Specify the types of questions you want to include from the drop-down menu under "Question" and add your questions. Click "Save and Add Another Question" if you want to add another question.
Step 6: Check the settings on the right side of the page.
Here you can:
- Enable profile colors for customization.
- Enable confirmation emails (only if your domain is connected).
- Customize the confirmation email if needed.
Step 7: Click "Save Form" to save your progress and then click "Publish" to make the form live.
Step 8: A link to your form will be generated. Copy this link to your clipboard and share it with your clients.
Step 9: Click "Preview" to see what your clients will experience when they access the form.
If you have any questions or need further assistance, feel free to reach out!
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