Interactive forms

Interactive forms are check-ins: a set of questions that gather feedback from members on how they are progressing towards an action, a trail, or a wider organizational goal.

Interactive forms are not content cards. They do not appear alongside podcasts or videos for members to find. A form only reaches members as part of a trail or an action, and you choose forms when building those.

Building a form

Questions can be:

• Single select — one answer from a list

• Multi-select — several answers from a list

• Freeform — a written response

Any list question can include an Other option so members can answer outside the choices given.

A form can hold as many questions as you need.

Responder settings

Anonymous responders — responses are not attributed to individuals. Use this when honesty matters more than follow-up.

Named responders — responses are attributed.

Retries — control whether someone can submit more than once.

Decide anonymity before publishing. It shapes what members are willing to tell you, and it cannot be reconsidered once responses start arriving.

Statuses

Draft — saved but not yet in use. Drafts can be deleted.

Active — published and available to add to trails and actions. Once added, everyone in that trail or action audience can reach it.

Archived — withdrawn from members, who can no longer access it. Historical responses are kept and stay available in statistics and the report builder.

Deleted — removed permanently, along with its historical data.

Archive rather than delete if the responses have any ongoing value. Deleting is not recoverable.

Published forms cannot be edited

Once a form is published it is fixed. This protects the integrity of responses already collected — a question cannot change underneath answers that have already been given.

To make changes, copy the form. Copying duplicates every question and setting, giving you a draft to adjust and publish as a new form.

Results

A published form has a results tab showing overall responses.