Contendar Help

Create a Form

An NPS form is the short survey your customers fill in to give you a score. This guide shows you how to create one and make it live.

Step 1: Open the Forms page

  1. Go to NPS > Forms.
  2. Click New form.

Step 2: Name your form and create it

In the Create NPS form dialog, give the form a name (for example, "Quarterly NPS survey") and click Create.

A new form starts as a Draft with no questions on it yet. You add those in the next step.

Step 3: Add your questions

  1. Open the form and go to the Edit form tab.
  2. Add these two fields at a minimum:An NPS score field. This is the 0 to 10 scale.An Email field. This is how each response is tied to the right customer.
  3. Optionally add a Long text field for a follow-up comment, and a Short text field for the customer's name.

A form cannot take responses without both an NPS score field and an email field. If either is missing, customers see an error when they try to submit.

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See Customise your form's design and fields for the full list of field types and design options.

Step 4: Publish the form

On the Edit form tab, switch the Draft/Published toggle at the top to Published.

Your form's public link only works once the form is Published. While it is a Draft, customers cannot submit a score through it.

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Step 5: Get your share link

Go to the Overview tab. Once the form is Published, you will see a Share link with a copy button. This is the public web address you send to customers.

Next steps

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