Creating a form

Start creating a testimonial form by navigating to Forms and then clicking on the Create survey button on the top right.

This opens up the template selection screen. Here you have templates for gathering text or video testimonials, or both with the same form. You can select the language of the forms by clicking the drop-down menu above the templates. Once you're done with the selection, click Create with template to create the form.

Pro tip: If you already have a form and want to reuse its customizations, navigate to the Copy survey tab on the top and select the form you would like to use.

Editor

The form editor's main points of interest are

  1. the navigation bar on the left, where you can set the visuals, translations, and general settings of your form.

  2. the form preview in the center, where you can see your form and modify the testimonial question.

  3. the tabs at the top, where you can jump between the editor and the form sharing options.

By default you're in the Questions tab, in which you can see your form and edit the questions.

From the Collect responses tab you can find all the ways to share your form. In the Business plan, these include the plain URL, QR code, embedding the form to your site, and sending the form via email (through Trustmary).

The Integrations tab includes the apps you can natively integrate to. At the moment, you can find the HubSpot integration page here. For more information about the HubSpot integration, take a look at our HubSpot integration guide.

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