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Create a collection form

Go to Forms, create a form from a template, then set its title, what you accept (text, video), the fields you ask for and what happens after submit.

Updated 1 min read
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To create a collection form, open Forms, start from a template, then adjust the title, what you accept, the fields and the thank-you message. Your customers fill in this form to leave a testimonial.

Create the form

  1. Click Forms in the top menu.
  2. Create a new form and pick a template, for example SaaS and software, Coaches and consultants, Agencies, Freelancers or Blank. Templates come with a ready-made title and questions for your type of business.

Set the basics

Under Basics, set:

  • Form title: the question your customer sees first, for example “How has Acme changed your work?”
  • Intro: a short line under the title.
  • Public slug: the end of your form link, for example testimonials.ltd/c/acme.

Choose what you accept

Under What you accept, turn on Accept text testimonials, Accept video testimonials, or both. Video uses a slot from your account’s video slot pool. See Collect video testimonials.

Pick the fields

Under Fields, choose what you ask for besides the testimonial: name, title, company, photo and a social link. For each field you can change the Label and the Placeholder, move it up or down, or click Remove field.

Set what happens after submit

Under After submit:

  • Thank-you message: shown after your customer sends the testimonial.
  • Redirect URL: optional. Send people to a page on your site. If you point it at your Google or Facebook review page, the thank-you page also shows a button to post the review there too.
  • Form is active: turn it off to stop accepting new testimonials.

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