Forms

Build a form with conditional logic, embed it on your site or share a link, and answers land straight on the contact's profile. Use it for joins or petitions.

Watch in the Academy

Academy lessons

010-08 Quiz mode on Forms

Turn a regular form into a lively quiz that scores on the fly and tells you instantly if your team has nailed the new safety policy. You’ll see how to enable points, set pass thresholds and use the scores to trigger helpful follow‑ups, all without the hassle of spreadsheets.

010-07 Fill out form from a profile

Learn how to efficiently fill out surveys on behalf of your contacts using SwiftFox's Quick Action feature.

010-06 Building engaging donation forms

A comprehensive tutorial on building engaging donation forms that align with your brand. This lesson covers styling options for transaction blocks, button states, and creating a user-friendly donation experience.

010-05 Conditional logic on forms

Ok, you've been mastering forms. But it's time to take your form to the next level. Introducing conditional logic!

010-03 Understanding Form Questions

Learn all the tips, tricks and tools to create the perfect form or petition

010-02 Create a Survey or Petition

Learn all the tips, tricks and tools to create the perfect form or petition

010-04 Find Form Responses

Never miss a beat when it comes to tracking your form and survey responses - it's reporting made simple

010-01 Create a Website Contact Form

Learn how to create a contact form that's engaging and enticing for your respondents. And - you don't need to be a design expert to do it!

General

Forms — Overview

Create, manage and analyse form submissions with drag‑drop builder and export options

September 2, 2026

Workflows

Form templates

Create and reuse form templates for consistent styling and efficient data collection.

August 26, 2026

Managing & exporting forms (clone, rename, CSV, send by email)

Manage, clone, rename, export forms as CSV and email them in SwiftFox.

August 26, 2026

The form canvas & global style

Design forms with drag‑and‑drop, set global styling, preview layouts and save your work.

Add/Update Contact block (matching, fields & custom fields)

Configure Add/Update Contact block: matching, fields and custom field settings

Membership & finance blocks

Sell memberships, set up subscriptions and manage payments with SwiftFox blocks

Navigation, submission & redirect blocks

Set up navigation, submit and redirect blocks for multi‑page forms.

Success page & publishing

Set up and publish a Success page, configure redirects, share links and embed forms.

Pre-filling forms for targeted contacts

Auto‑fill targeted SwiftFox forms, manage field display and avoid unwanted contact overwrites.

Writing form responses to a data table custom field

Write form responses directly into a contact’s data‑table custom field for repeatable, synced records.

Setting default answers on form questions

Set default answers on form questions to speed data entry and improve respondent experience.

Responses, reporting & activity (Report, Feed & posts)

Track form submissions, view stats, react, comment and create tasks from reports and feeds

Limitations & best practice

Forms — Limitations & best practice

Build SwiftFox forms while avoiding common limits and applying best‑practice tips