Welcome to Typeform! It’s an easy-to-use tool for collecting data, feedback, and more. We want to make data collection as easy and conversational as possible – this article shows you the basics.
Here’s a video that’ll help you get started. It explains all the main features and question types within Typeform and shows you where to find them. Underneath this you’ll find a written step-by-step guide.
How to create your first typeform
1. First up, you’ll need a free Typeform account. Here’s how to set one up.
2. Log in to your account, and you’ll land in your Workspace. We’re going to build a typeform from scratch. Hit the New typeform button:
3. Now you’ll see some suggested templates for you. Ignore those for now, and click Start from scratch:
4. Now we can start building. Click the + button to choose your first question. A drop-down menu will appear, where you can scroll through all the question types we offer.
5. Let’s start with a Short text question, to ask for people’s names. As you type in your question, on the right you’ll see a preview appear of what your typeform will look like:
6. To move on to your next question, either click the + symbol, or hit Enter, which will immediately open the question list again.
If you want to duplicate or delete your questions, click the three dots icon:
Let’s choose a Multiple Choice question. I want to ask people a question about my online store. To make it more personal, I’ll use the name they entered in the previous question
Type in your question, and where you want to use the name from question 1, just type an @ symbol. This will allow you to choose a variable from another question in your typeform. Here we just have one option “First things first, can you tell us your name?” Click that and it will appear in your question:
7. I’ll finish up this simple typeform with a Long Text question, where people can add further feedback. Hit Enter twice to move out of the Multiple Choice question (or click the + with the cursor), and choose Long Text from the question list. Type in your question, and we’re done!
Your typeform is now ready to share!
By default, when you save, anyone with the URL can now see it. Hover your mouse over the lock icon to toggle your typeform between public and private mode. Find out more here.
You can test your typeform using the View button. Click this, and a preview of your creation will pop up:
You can now try out your typeform:
To close it, click the X in the top right corner.
To bring up our text formatting help, click the small keyboard icon on the bottom right of the Create panel:
This little popup is there any time you need reminding of keyboard shortcuts you can use:
1. Use Enter to add a new question, or new option for multiple choice, dropdown etc questions.
2. You can add a new line to your question text by tapping Shift + Enter:
3. To use Recall information, just type in an @ symbol, and a menu will appear with all the information you can add to your text:
4. To use emoji, tap CTRL, CMD and SPACE (or WIN + . on Windows) to bring up a menu to choose from:
Click the emoji you want, and it will appear in your text.
5. To use Bold or Italic or add a hyperlink, highlight the text you want, and you’ll see a new menu:To use bold or italic, simply click the B or i symbol.
6. To add a hyperlink, click the link symbol, then paste or type in the URL you want to use:Press Enter or click the x to create your hyperlink.
7. Now you’ll see that your text looks like a hyperlink:
8. You can change or remove the hyperlink by clicking it. A new menu will appear like this:On your live typeform, your text will now look like a hyperlink, and the URL will open in a new tab in respondent’s browsers:
By default, typeforms have an Autosave feature, so your work is saved automatically.
You can also choose to save manually, which is ideal if you want to edit your typeform after you’ve shared it, so people don’t see your changes until they are ready. Simply click Saved in the top right of the screen, and you can toggle auto-save on or off: