LearnWorlds Forms: Using The Form Builder

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LearnWorlds has a Form Builder tool to help create Course Forms and Marketing Forms.

The Form Builder tool is easy to use and can create beautiful, custom forms.

Forms are a simple and engaging way to collect information from students and visitors to your website.

Use the Form Builder to build Course Forms within your course.

Gather information and receive feedback from students enrolled in your course.

Use the Form Builder to build Marketing Forms on your website. Add a visitor to your email list when they complete the form. 

Key Takeaways:

  • Course Forms are within your course and can only be completed by students
  • Marketing Forms are on your website and can be completed by anyone

What Are LearnWorlds Forms?

LearnWorlds forms are a way to collect information from users. There are two types of forms.

  • Course Forms – A form that is housed within a course and can only be completed by enrolled learners.
  • Marketing Forms – A form that is hosted on your website and can be completed by anyone who visits the site.

Course forms can be used to receive feedback from your current students, whereas marketing forms can be initially used to capture new leads.

LearnWorlds has a Form Builder tool that is intuitive and easy to use. It will help you build your form in minutes. 

Use one of LearnWorlds pre-built templates and then customize it to suit your school. Add effects and choose to add tags depending on the answers provided by the learner. 

Using forms is a great way to engage customers and automatically collect leads.

LearnWorlds Course Forms

LearnWorlds allows you to add a form as a Learning Activity within a course. 

This means the form will be bound to your course and only accessed by enrolled users.

The forms can be customized with a variety of question types and formats, from multiple choice to file uploads.

It is easy to review the answers and use the information to improve your course.

What Should I Use Course Forms for?

Use a form to ask your students questions, receive feedback, and gather information. There are several form templates to choose from, giving you an idea of what some other courses are using their forms for. You can also create your own and customize the questions.

  • Introduce Yourself – Ask your students for their details, preferences, and learning objectives.
  • Course Evaluation – Ask your students to rate your course with its strengths and weaknesses and what their thoughts are about the course.
  • Instructor Evaluation – Ask your students to rate the course instructor, suggest how they could improve, and evaluate the effectiveness of their teaching.
  • Pre-Event Feedback – Find out your user’s expectations for the event.
  • Post-Event Feedback – Find out how useful your students found the event.
  • Consent Form – Get consent for storing and processing data.
  • Customer Satisfaction – Ask your customers how satisfied they are with your course and service.
  • Self–Evaluation – Ask your students to self-evaluate.
  • Instructor Application – Receive applications for course instructors.
  • Incident Report – Users can report any incidents that require attention.
  • Customer Needs Assessment – Ask what your students want to achieve.

How to Create Course Forms

  1. Open the course you want to add the form to.
  2. Click on the Contents tab.
  3. Click Add Activity.
  4. Select Form from the menu.
  5. Choose a template or select a blank form.
Create Course Forms
  1. Name the form and click Save.
Create Course Forms
  1. Hover over the form and click Settings.
  2. Customize and add the following settings:
  • Title
  • Description
  • Icon
  • Digital Download – Add a file for users to download with your form.
  • Activity Background Image – Set an image for the background of the form.
  • Set This Activity as a Prerequisite – Students must complete the form before moving on to the next activity.
  • Password Protect – Users will need a password to access this form.
Create Course Forms
  1. Click Save.
  2. Hover over the title and click Edit Form.
  3. Edit the Starting and Ending screens.
Edit Form
  1. Hover over an existing section and choose whether you want to add, duplicate, move, or delete a section by clicking the icon.
  1. Add the questions, customize the look, pick a navigation method, choose what happens after a form is submitted, and change the language.
  2. Click Save once you have finished completing your form.
Steps 11 and 13 are the same for both Marketing and Course forms. We have added these details below.

How to Review Responses

There are three ways to view the responses to your course forms.

Option 1: 

Review Responses
  1. Open the course the form is in.
  2. Click on the Contents tab.
  3. Find the Form Learning Activity.
  4. Hover over the Form and click Responses.
  5. Select Course Forms from the dropdown menu.
  6. Click on the form to view the responses.

Option 2:

Review Responses
  1. Open the course the form is in.
  2. Click on the Contents tab.
  3. Find the Form Learning Activity.
  4. Hover over the form and click Edit Questions.
  5. Select Responses from the top bar.

Option 3:

Structure a Form
  1. Open Marketing.
  2. Under Customer Feedback, choose Form Builder.
  3. Select Course Forms.
  4. Find the form you want to view the responses of.
  5. Click the graph icon to review.

LearnWorlds Marketing Forms

Use a Marketing Form on your website to collect information and as a way for users to contact you.

Marketing forms can be added to a standalone page, shared using a link, added to a page in your school, or appear as a pop-up.

Anyone can complete marketing forms.

The forms can be customized with a variety of question types, depending on the purpose of the form.

What Should I Use Marketing Forms For?

Use marketing forms to gather leads by asking users to opt-in to emails. You can also create a Contact Us marketing form for your website. Create your own form and customize the questions or follow one of the templates provided. Here are some of the Marketing Form template options:

  • Lead Capture – Capture leads by requesting email addresses and names.
  • Contact Forms – Offer website users a way to contact you if they have any problems or are interested in a product you offer.
  • Market Research – Find out what users think of your brand, website, products, and course topic. You could also ask for site visitors’ demographic data to inform your marketing decisions.

How to Create Marketing Forms

  1. Select Marketing from the dashboard.
  2. Select Form Builder.
  3. Click New Marketing Form from the top bar.
Marketing Forms
  1. Choose the type of form you want to create and select a template.
Create Marketing Forms
  1. Name the form and choose a navigation option.
navigation option
  1. You will be directed to create your form.
  2. Edit the Starting and Ending screens.
Welcome
  1. Hover over an existing section and choose whether you want to add, duplicate, move, or delete a section by clicking the icon.
  1. Add the questions, customize the look, choose what happens after a form is submitted, and change the language.
  2. Share your form by clicking Settings, Share, and then customizing and copying the link to send.
  3. Click Save once you have finished completing your form.
Steps 7 and 9 are the same for both Marketing and Course forms. We have added these details below.

How to Review Responses

There are two options to view the responses to your marketing forms.

Option 1: 

Review Responses
  1. Open Marketing.
  2. Under Customer Feedback, choose Form Builder.
  3. Select Marketing Forms.
  4. Find the form you want to view the responses of.
  5. Click the Edit pencil icon.
  6. Select Responses from the top bar.

Option 2:

Review Responses
  1. Open Marketing.
  2. Under Customer Feedback, choose Form Builder.
  3. Select Marketing Forms.
  4. Find the form you want to view the responses of.
  5. Click the graph icon to review.

How to Add Marketing Forms to Pages

Add your marketing form to your school’s page to entice visitors to complete it.

  1. Open Site Builder
  2. Click Edit School Site.
  3. Find the page you want to add the form to from the Pages Manager.
  4. Click + Add Section.
Marketing Forms
  1. Click Forms and select a form template.
Click Forms
  1. Once you’ve added the form, click on the Import Form button. This will populate the form’s settings.
Leads from Pages
  • Marketing Form – Choose the form you want to add from the dropdown.
  • Height – Adjust to Auto or Custom.
  • Use Custom Settings after Submit – Toggle to Yes or No.
    If you have toggled to Yes, the following options will appear:
  • On Submit – Choose what the users will see after completing the form. Choose between Show Ending Screen or Redirect to Webpage.
  • On Revisit – Choose whether the user will restart the form if they revisit it. If you allow this, they can submit multiple responses and all responses will be saved.
  • Save Data in “Leads from Pages” Table – Toggle this to Yes or No depending on if you want to save the user’s name and email in Marketing Activities.
  1. Edit the appearance of the form by clicking on each element and using the settings that appear in the sidebar. Here you can customize the background, text, images, borders, shadows, alignment, effects, actions, and many other settings to suit your page layout.
Import Form button
  1. Click Save.

How to Create a Marketing Form Pop-Up

Add a pop-up to promote your form and prompt users to complete it.

  1. Open Site Builder.
  2. Click Edit School Site.
  3. Click on Pop-Up Manager.
  4. Select + New Pop-Up.
Marketing Form Pop-Up
  1. Select Create Your Own from the template options.
Create Your Own
  1. Choose one of the blank options.
blank options
  1. Name, categorize, and choose Public or Draft.
Public or Draft
  1. Click Save.
  2. Hover over one of the columns and select + Add Widget.
  3. Scroll down to Forms / Get Email and click on the Forms / Get Email option.
Forms Get Email
  1. Once you’ve added the form, click on the Import Form button. This will populate the form’s settings.
Import Form button
  • Marketing Form – Choose the form you want to add from the dropdown.
  • Height – Adjust to Auto or Custom.
  • Use Custom Settings after Submit – Toggle to Yes or No.
If you have toggled to Yes, the following options will appear:
  • On Submit – Choose what the users will see after completing the form. Choose between Show Ending Screen or Redirect to Webpage.
  • On Revisit – Choose whether the user will restart the form if they revisit it. If you allow this, then they can submit multiple responses, and all responses will be saved.
  • Save Data in “Leads from Pages” Table – Toggle this to Yes or No depending on if you want to save the user’s name and email in Marketing Activities.
  1. Edit the appearance of the form by clicking Edit Columns and modifying the settings that appear in the sidebar. Here you can customize the color, actions, layout, and effects to suit your page layout.
  2. Click Save.

How to Use Marketing Forms to Capture Leads

Use marketing forms to grow your email list.

Add an Email Grabber

To add people to your email list, you need to have a question which asks them to join. 

To do this, you can either use a Contact Form Template or use another template and add an Email Contact question. 

Capture Leads

If you have chosen the Save Data in the “Leads from Pages” Table option (more info on this below), a toggle will appear in the question settings (more info on this below). Toggle this to Yes to make the question a marketing opt-in.

How to Track Leads

  1. Open your form builder.
  2. Hover over the form you want to review the responses of. 
  3. Click on the graph icon.
  4. View the Leads Data on the Leads from Pages page.
  1. Export your data.

How to Structure, Add, and Customize Form Questions

If you have already created Marketing and Course Forms, it is time to add and edit the questions, structure the form, and add tags. This is done in the same way for all forms.

How to Add Questions and Content Blocks

Questions can be added in several ways. Both will take you to the same question creation page. Once you have added questions, you can reorder them and move them between sections.

Content Blocks

Option 1: 

  1. Find the section to which you want to add the question and click Add/Import.

Option 2:

  1. Click + Add Question from the top bar.

Option 3: 

  1. If you already have questions added, hover over the question and use the + icon.

There are multiple types of questions and content blocks you can choose from. 

These include: 

  • Multiple Choice – There are five options in multiple choice.
    • Multiple Choice – Add multiple options, and only one answer is correct.
    • Multiple Choice and Answer – Add multiple options, and multiple answers are correct.
  • Dropdown – Choose an answer from the dropdown list.
  • Country List – Select a country from the dropdown list.
  • Consent – Ask the form taker to consent. 
  • Text – There are two options for text.
    • Short Text – This will allow the user to write a short answer.
    • Paragraph – The user can write a paragraph answer.
  • Contact
    • First and Last Name – Ask the user to enter their first and last names.
    • Email – Ask the user for their email address.
    • Phone – Ask the user to enter their phone number.
    • URL – Ask the user to add a link. This could be to a website, drive, file, or portfolio.
  • File Upload – This allows the user to upload a file; use this for a larger assignment, image, or anything else.
  • Record Video – Ask the user to upload a video answer.
  • Rating and Ranking – Ask the user to rate or rank something. There are several rating options: numbered ranking, star, heart, crown, trophy, and like.
  • Date and Time – Ask the user to add the date, time, or date and time.
  • Content Blocks – Use the content blocks to add text or a widget into the form. There are five options for content blocks. You can add videos or photos to make the form more appealing, interactive, and engaging.

How to Edit Questions

Once you have added a question, you can edit it and adjust the settings.

  1. Click on any of the question text boxes (or the answers if using multiple choice), and a sidebar will appear.
  2. Customize the question (and the answers if using multiple choice) using the text box in the sidebar.
Add Option button
  1. Hover over the question and click Edit Question. This will populate the question’s settings in a sidebar.
  2. Along the top bar, there are six icons:
LearnWorlds Forms
Edit Question
Sections
  • Arrow Up – Moves the question up one place within the section.
  • Arrow Down – Moves the question down one place within the section.
  • Copy – Copies the question
  • Paste – Pastes the question you copied into the position below your current selection.
  • Cut – Removes the selected text. However, cut is not an option displayed in the top bar when you click Edit question. You can cut text by hovering over the question in the contents table, hovering over the … and selecting the cut icon. Content is temporarily saved on the clipboard to paste elsewhere until another cut or copy is made.
  • Duplicate – Copy and pastes the selected question and allows you to insert the content below your current selection.

Duplicate is also achieved by hovering over the question in the contents table and selecting the duplicate icon.

  • Wastebasket – Deletes your question
Or by hovering over the question in the contents table, hovering over the … and selecting the bin icon. Before you delete a question, export the results if you don’t want to lose them.
  1. Beneath the top bar are tabs. The first tab will vary depending on the question. All questions have these two settings:
Edit Question
  • Required – This asks whether the question is required. If selected, the user won’t be able to submit the form without answering the question. The user will receive an error message.
  • Hide from Viewer – You can keep the question in your form, but it won’t show for users completing the form.
  1. After you have edited these two settings, there are different options depending on the question inserted.
Multiple Choice:
Course Forms
  • Layout – Choose whether your questions are shown horizontally or vertically.
  • Shuffle Choices – Toggle to Yes if you want your answers to shuffle each time the form is opened, or No if you want the answers to remain in the same place.
  • Include “Other” Option – Toggle to Yes if you want to add an “Other” as an answer or No if not.
  • Option Numbering – Decide if you want your answers numbered as 123, abc, ABC, i ii iii, I II III, or no numbering at all. 

Consent:

Consent
  • Acceptance Required – Use this to make all the consent options mandatory.
  • Make This Marketing Opt-In – Toggle this to Yes to make the question a consent (opt-in) to receive marketing emails.
Acceptance Required

This will only appear if you have edited your Form Settings. This is located on your form editor page in the top bar. Click on Settings, select After Submission, and then toggle the Save Data in “Leads from Pages” Table to Yes and Save.

Short Text and Paragraph: 

Multiple Choice
  • Placeholder Text – This is the text which sits in the answer box before the user fills in their answer.
  • Minimum Characters – Minimum number of characters the user must input to submit their answer.
  • Maximum Characters – Maximum number of characters users are allowed to submit as their answer.
  • Input Width – Choose between Normal and Large.

File Upload Questions:

File Upload Questions
  • Max No. Of Files – Use the dropdown to select the maximum number of files the user is allowed to upload.
  • Max File Size (MB) – The largest size each file can be.
  • Additional Notes Field – Add a notes section for the user to attach a comment to their upload.
  • File Upload – Allow the user to add a file from their device.
  • Dropbox – Allow the user to add a file from Dropbox.
  • Provide a URL – Allow the user to add a link to their file.
  • Webcam Image Capture – Allow the user to take a photo and add it.

Rating and Ranking Questions:

Linear: 

Icons
  • Scale From – Choose whether to start from 0 or 1.
  • Scale To – Choose what number ends the scale.
  • Show Labels – Select if you want to have a Start and End Label.
    If toggled to Yes, you will get these additional options.
  • Label Position – Choose whether you want the labels above or at the edges of the icons.
  • Start – Choose a starting name.
  • End – Choose an ending name.

Icons: 

Linear
  • Number of Items – Use the dropdown to select the number of icons displayed.
  • Icon – Choose the graphic displayed.
  • Color – Choose which color the graphic is.
  • Size – Choose the size of the graphic.
  • Show Labels – Select if you want to have a Start and End Label.
    If toggled to Yes, you will get these additional options.
  • Label Position – Choose whether you want the labels above or at the edges of the icons.
  • Start – Choose a starting name.
  • End – Choose an ending name.

Date:

Date
  • Placeholder Date – This is the date that will appear before the user enters their answer.
  • Input Width – Choose between Normal and Large.

How to Structure a Form and Edit Sections

You can change the structure of your form so that the questions flow more logically for your users. You can do this by reordering, adding, deleting, and duplicating sections and questions.  

Starting and Ending Screens – These will open and close your form. 

Use a Welcome and Outro screen and customize these using widgets.

Ending screens cannot be removed.

  • Change Template – Hover over either Starting or Ending Screen in the contents table and click on the circle of arrows icon. This will populate the templates. Choose one to suit your form.
Change Template
  • Edit – Click on the text box you wish to edit and change the text, color, size, and alignment in the editor. You can upload an image and change the background color of the screen.
Edit
upload an image
  • Delete (starting screen only)– If you don’t want a starting screen, click on Starting Screen and select the wastebasket icon from the top row in the sidebar.
Arrow Up
  • Sections – Sections are where your questions sit. They help organize your questions. When you move or delete a section, it will also move or delete all the questions within it.
Customize Forms
Customize Forms
  • Add – Add a new section by hovering over an existing section, hovering over the … and selecting + Add Section.
  • Duplicate – Duplicate the section (and all of the questions within it) by hovering over the section, hovering over the … and selecting Duplicate.
    You can also click on the section and select the duplicate icon in the top row of the sidebar.
  • Arrow Up – Move up the section (and all of the questions within it) by hovering over the section, hovering over the … and selecting the arrow up icon.
    You can also click on the section and select the arrow up icon in the top row of the sidebar.
  • Arrow Down – Move down the section (and all of the questions within it) by hovering over the section in the contents table, hovering over the … and selecting the arrow down icon.
    You can also click on the section and select the arrow down icon in the top row of the sidebar.
  • Copy – Copy the section (and all of the questions within it) by hovering over the section in the contents table, hovering over the … and selecting the copy icon.
    You can also click on the section and select the copy icon in the top row of the sidebar.
  • Paste – Paste the section (and all of the questions within it) just copied by hovering over a section in the contents table, hovering over the … and selecting the paste icon.
    You can also click on a section and select the paste icon in the top row of the sidebar.
  • Delete – Delete the section (and all of the questions within it) by hovering over the section in the contents table, hovering over the … and selecting the delete icon.
    You can also click on the section and select the delete icon in the top row of the sidebar.
  • Reorder the Sections – Use the ::: icon next to the section name in the contents table and drag the section into the correct position.
  • Rename the Section – Click on the section you want to change the name of in the contents table and type the new name into the Selection Title in the sidebar.

Questions – Change the order of your questions to match your intent.

As we learned in the How to Edit Questions, you can move questions using the up and down arrows to move the question; to copy, paste, duplicate and delete questions, use the icons.

You can also drag and drop the questions to change the order. To do this, hover over the question in the contents table and click on the ::: and drag the question into the right position.

You can drag questions between sections or within sections.

Wastebasket

How to Customize Forms

Fully customize your forms to make them unique and representative of your brand. You can change the background, typography, navigation, effects, and other visual aspects of your form. 

  1. Open the form you wish to customize.
  2. Hover over the paintbrush icon in the top row.
  3. Click on Theme Explorer. 
Add Tags

Here you will be able to see five tabs along the top.

  • Theme Explorer – This allows you to choose the colors, spacing, and question layout. 
Effects
  • Background – Change the main background, form container background, question description background, and top/bottom page shapes.
Theme Explorer
  • Typography – Customize the text and text space size, type, numbering, color, input, text area, dropdowns, ratings, upload buttons, and error messages.
Typography
  • Navigation – There are three navigation options.
Theme Explorer
  • Classic – All the questions are on one page, and the submission is at the end of the assessment.
  • Card Based – One question per page and submission at the end. Choose if the questions will auto-navigate or if instead, users are able to go to previous questions.
  • Section Based – The user will see one section at a time with all the questions attached to that  section.

You can also choose the layout of the navigation and submit buttons, as well as type, size, format, and name.

  • Effects – Here, you can choose whether the questions have an effect as they transition and if the multiple-choice questions have effects.
Short Text
  1. Customize your form and click Save.

How to Add Tags in Forms

There are different ways to use tags in forms. The first is to add a tag to any user who completes the form.

  1. Find the form.
  2. Click Edit Form.
  3. Click Settings from the top bar.
Edit Questions
  1. Click After Submission.
  2. Type in the tag you want to add to those who respond to the form.
Acceptance Required
  1. Click Save and Close.
The second is to tag users who give particular responses to certain questions. Only certain questions allow you to add tags. You can add tags to the Multiple Choice and Rating and Ranking questions.
Add Option button
  1. Select the question you want to add a tag to.
  2. Click Edit Question.
  3. Open the Tags tab on the sidebar.
  4. Add the tags for each answer.
  5. Click Save.

Frequently Asked Questions

The LearnWorlds Form Builder is a tool that enables you to create Marketing Forms and Course Forms. It is easy to navigate with drag-and-drop and click-to-edit tools.

Yes! A form can improve learning in many ways, including asking students for their feedback. You can act on the feedback to improve your courses.

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