No Code Form Builder User Guide

published on 02 January 2024

Finding the right no code form builder can be overwhelming with so many options to choose from.

This comprehensive guide will walk you through everything you need to know to effectively leverage a no code form builder to create custom forms for your website or business.

You'll learn the key benefits of using a no code form builder, how to choose the best one for your needs, step-by-step instructions for building your first form, customizing fields and options, integrating automation features, and optimizing performance. Whether you're a small business owner, marketer, or website manager, you'll gain the knowledge to build forms that convert visitors into leads and customers.

Introduction to No Code Form Builders

No code form builders are software applications that allow non-technical users to create customized online forms through an intuitive drag-and-drop interface, without needing to know how to code.

What is a No Code Form Builder?

A no code form builder provides a visual editor for building online forms. Users can select different form elements like text fields, checkboxes, dropdowns, etc. and drag and drop them to create a custom form layout. Advanced form builders allow configuring form logic, conditional fields, calculations, and more without writing any code.

Key capabilities of no code form builders:

  • Intuitive drag and drop interface to build forms visually
  • Various form field types - text, multiple choice, images, file uploads etc.
  • Form logic and conditional fields
  • Calculations, scoring and analytics
  • Connections to databases, email marketing and other apps via Zapier
  • Custom themes and white labeling
  • GDPR compliance and data privacy

Key Benefits and Use Cases

Some of the key benefits of using a no code form builder include:

  • Simplicity - Anyone can build complex, customized forms without coding skills
  • Flexibility - Easily create forms for different needs like contact forms, surveys, quizzes etc.
  • Time Savings - Forms can be built in minutes instead of days
  • Cost Savings - No need to hire developers or pay monthly fees

No code form builders are extremely valuable for:

  • Small business owners looking to quickly create lead generation forms for their website
  • Marketers and agencies building quizzes, contests and surveys
  • HR professionals creating online job applications
  • Event managers collecting registrations for workshops or conferences
  • Educational institutions designing tests and quizzes for students

With an easy-to-use no code form builder, anyone can create unlimited online forms to power their business workflows.

Is there a free form builder?

RapidForms offers a free form builder with no limits on forms, fields, submissions, or emails. Here are some key things to know about our free plan:

  • Build unlimited forms and surveys with our drag & drop editor
  • Access over 2000+ templates to customize
  • Collect unlimited submissions
  • Send email notifications for form entries
  • Integrate with services like Google Sheets, Mailchimp, etc.
  • Brand forms to match your site's design
  • Use premium themes and templates
  • Get free reliable hosting for forms
  • Enjoy excellent support from our team

So in summary - yes, we provide a full-featured form building solution at no cost. You get all the tools to create great looking, functional forms for your website and workflows. We believe powerful form builders shouldn't have complex pricing plans or trick users into paying more down the road. Our free plan has all the essentials covered.

We do offer affordable paid upgrades like removing the RapidForms branding, adding users to manage forms, priority support, and some advanced features. But the free plan is completely viable for most use cases like contact forms, email list signups, surveys, and more.

Give our form builder a try today to see for yourself! We think you'll be pleasantly surprised at what you can build and integrate for free.

Is Jot forms free?

On its free plan, Jotform limits you to just 100 form submissions per month (though you can collect 10 payments per month and 10 monthly signed documents).

Jotform offers a free plan with limited features for small-scale use. Some key aspects of the free plan include:

  • 100 form submissions per month
  • Unlimited forms and form fields
  • 10 monthly payments collected
  • 10 monthly signed documents
  • Basic integrations like Zapier and PayPal

So while the core form building features are available, the free plan has tight submission limits. For larger form volume you would need to upgrade to a paid plan.

Some alternatives to consider that have more generous free tiers:

  • Google Forms - unlimited submissions with Google account
  • Typeform - 100 responses per form per month
  • Paperform - 200 submissions per month

The free plans allow building forms but if you need additional features like removing Typeform branding, conditional logic, or more submissions, a paid plan is required.

Jotform's free plan is very limited on monthly form submissions but the paid plans unlock more advanced capabilities. Assess your monthly form volume to determine if the free tier would work or if a paid upgrade is worthwhile for removing limits.

Is Zoho forms free?

Zoho Forms offers a free forever plan that includes many useful features. With the free plan, you can:

  • Create unlimited forms and collect up to 100 responses per month
  • Access basic form design options and flexible response workflows
  • Integrate with Zoho CRM to manage leads and sales
  • Connect to apps like Mailchimp, Slack, and more

The free plan is an excellent option for small teams and simple use cases. It allows you to get started with Zoho Forms without any financial commitment.

While the free plan has response limits, it does not expire. You can continue using it as long as it meets your requirements. Upgrading to paid plans removes response limits and unlocks additional advanced features. But the free version often works well for bootstrapped teams and small projects.

So in summary - yes, Zoho Forms has a forever free plan with useful core features. It enables anyone to easily create forms and workflows at no cost. The free features cater well to basic use cases, although larger projects may need upgraded paid plans.

What is the best software for creating fillable forms?

When it comes to selecting the best form builder, there are a few key factors to consider:

Ease of Use

The form software should be intuitive and easy to use, even for non-technical users. You want something that has drag-and-drop functionality to quickly build forms without needing to code.

Flexibility & Customization

The tool should provide enough customization options to create forms that match your brand, website design, and have the fields and logic you need.

Integrations

You'll want to make sure the form builder integrates with other services you use like email marketing, CRM, or databases to streamline your workflow.

Affordability

Pricing can widely vary amongst form builders, from free to hundreds per month. Assess your budget and feature needs to find the best value.

When evaluating some of the most popular options:

Google Forms

Pros:

  • 100% free
  • Easy to create basic forms
  • Integrates with Google Sheets

Cons:

  • Very limited styling options
  • No advanced logic or workflows

Price: Free

Microsoft Forms

Pros:

  • Free with Microsoft 365 subscription
  • Great for simple internal forms
  • Connects to other Office apps

Cons:

  • Few customization options
  • Limited functionality

Price: Free with Microsoft 365

Jotform

Pros:

  • Drag and drop builder
  • Mobile friendly forms
  • Zapier and app integrations

Cons:

  • Paid plans can get expensive
  • Steep learning curve

Price: Free plan available. Paid plans from $8/month.

So in summary, assess your budget, feature needs, and ease of use preferences to select the best form software for your goals. The free tools work for basic forms while paid builders enable more customization and connectivity.

Choosing the Best Free Form Builder for Your Needs

When evaluating form builders, it's important to consider factors like ease of use, customization options, and advanced features. Here's an overview of some popular options:

Google Forms

  • Simple drag-and-drop interface
  • Easy to get started quickly
  • Limited customization and styling options
  • Lacks advanced features like conditional logic

Jotform

  • More customization options for branding forms
  • Conditional logic for complex workflows
  • File uploads and payment integrations
  • Monthly pricing plans

Zoho Forms

  • Custom themes and color schemes
  • Rules for routing submissions
  • Integrates with Zoho CRM
  • Lack of native WordPress integration

The best option depends on your specific needs and technical abilities. Google Forms is incredibly easy to use but less flexible, while Zoho Forms offers more advanced options at the cost of some complexity.

Assessing Form Builder Software

When comparing form builder tools, consider these key criteria:

  • Simplicity: How easy is the editor to navigate? Can you create forms intuitively without coding?
  • Customization: What options do you have to tailor forms with branding, themes, and layouts?
  • Integrations: Does the form builder connect to services you already use like email marketing, CRM, or analytics tools?
  • Data management: Can you control where submissions are stored and manage consent?
  • Support: Is responsive customer service available if you need questions answered?

Prioritize the features that align with your goals. For example, if you want to quickly embed a contact form on your site, simplicity may be more important than advanced reporting.

WPForms vs Gravity Forms: A Detailed Review

WPForms and Gravity Forms take different approaches when it comes to building WordPress forms. Comparing them can help you decide which plugin is a better fit.

Ease of Use

WPForms offers an intuitive drag-and-drop form builder for rapid creation. Gravity Forms has a steeper learning curve but enables precise layout control.

Styling and Branding

Both allow customizing form HTML and CSS. WPForms themes offer easier visual customization while Gravity Forms has more granular styling control.

Integrations and Add-Ons

Gravity Forms has a wider range of third-party add-ons available. WPForms includes common integrations like email marketing built-in.

Data Management

WPForms includes structured data exports, multi-page entry management, and spam protection. Gravity Forms requires add-ons for advanced data handling.

Support and Documentation

WPForms offers responsive support channels like live chat along with detailed documentation and tutorials. Gravity Forms relies solely on documentation and community forums.

In summary, WPForms simplifies form building for WordPress users with an easy-to-use plugin packed with handy features. Gravity Forms appeals more to developers needing maximum flexibility to create complex forms. Consider your specific needs to decide which solution better suits your project.

Getting Started with Your First Form

Getting started with a no code form builder is easy, even for non-technical users. By following a few simple steps, you can create an account, understand the interface, and have your first form designed in no time.

Creating an Account with an Online Form Builder

Signing up for a form builder is fast and free. Just provide your name, email address, and create a password. Confirm your email to complete the process. Now you're ready to start creating forms.

Understanding the Builder Interface

The form builder dashboard has everything you need in one place. Simply drag and drop fields from the left onto the canvas. Customize field labels, types, options and more. Tweak form settings on the right. The intuitive editor makes it easy.

Designing Your First Form

Let's build a contact form for your site. Search for name, email, and message fields. Drag them onto the canvas and customize the labels. Add a submit button so visitors can send messages. That's all it takes to create your first basic responsive form with commonly used fields.

With just a few clicks, you can sign up for an account and use the simple drag-and-drop editor to design your first form. The no code form builder empowers anyone to create custom forms for their website without technical skills.

Customizing Form Fields to Create Custom Forms

Customizing your form fields allows you to tailor your forms to your specific needs. Whether you want to tweak the wording, adjust validations, or change field types completely, the form builder makes it easy.

Editing Field Labels and Placeholders

You can edit the text users see to guide them in filling out your forms.

  • Field Labels - This text appears next to or above the field. Keep labels short and descriptive.
  • Placeholders - These hints appear within the form field itself to provide guidance.

To edit labels and placeholders:

  • Select the field you want to customize
  • Open the "Settings" panel
  • Update the Label and/or Placeholder text

Some tips:

  • Use clear, simple language
  • Keep placeholders short as they disappear when text is entered
  • Ensure labels and placeholders match the expected input

Changing Available Field Types

The form builder supports various field types for different needs:

  • Text Inputs - For names, emails, numbers, etc.
  • Checkboxes - For multiple choice questions.
  • Dropdown Menus - When space is limited.
  • Date Pickers - Selecting dates and times.
  • And more...

To change a field type:

  • Click the field name to open settings
  • Choose your desired type from the menu

The field and options will update automatically. You may need to reconfigure some settings.

Configuring Field Validation Rules

Validations ensure submitted data matches what you expect. Set up rules per field:

  • Required - Force responses
  • Email format - Validate address structure
  • Number/date range - Set min and max values
  • Custom error messages - Tailor guidance

To add validations:

  • Open field settings
  • Expand "Validations" section
  • Choose validation rule(s)
  • Customize error messages (optional)

Getting validations right takes testing. Preview your form and intentionally fail validations to ensure the errors are helpful for your users.

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Styling and Branding Your Form

Customizing the look and feel of your forms is crucial for maintaining a consistent brand image across your online presence. With a no-code form builder like RapidForms, restyling your forms to match your website design is simple and intuitive even for non-technical users.

Using Themes and Templates for Best Online Forms

RapidForms offers a variety of pre-made form themes and templates to choose from to quickly style your forms.

  • Browse the theme gallery to preview designs and select one that closely matches your brand colors and style.
  • Alternatively, start from a blank form template and manually configure the styling.
  • Themes handle most visual customization like colors, fonts, border radius, shadows, etc. so you can build professional looking forms fast.

Customizing Colors and Fonts

Granularly customize colors and typography to dial in your brand styling with precision.

  • Use the color picker to sample colors from your website and precisely match your brand palette.
  • Want softer secondary colors? Adjust hue, saturation, and brightness values.
  • Load your brand fonts to unify UI text styling across your online properties.
  • Consistent UI text builds familiarity and trust with your audience.

Adding Logos and Images

Visually reinforce your brand by adding logos, graphics, and images.

  • Upload your logo to display on form headers and confirmation messages.
  • Add custom graphics as field icons and submit button images.
  • Use background images for visually stunning forms that uniquely represent your brand.

With a flexible no-code form builder, you can fine-tune forms to perfectly complement your website aesthetic. Save time with pre-made themes and then customize colors, fonts, and graphics to match your brand.

Configuring Form Options and Settings

This section explains key form settings and options for notifications, confirmation messages, integrations, payments, and more.

Setting Up Email Notifications for Secure Form Submissions

You can configure automated email notifications to be sent upon secure form submissions by following these steps:

  • Navigate to the "Notifications" tab in your form builder
  • Click "Add Notification" and select "Email"
  • Enter a name for the notification
  • Add email addresses you want submissions sent to
  • Customize the email subject line and body
  • Click save

Now each time someone submits your form, an email containing the submission details will be automatically sent to the configured email addresses.

Enabling Confirmation Messages

To customize confirmation messages shown to users after they submit your form:

  • Go to the "Settings" tab
  • Scroll down and toggle on "Show Confirmation Message"
  • Enter your desired confirmation message in the text editor
  • Use the formatting options to style your message
  • Click "Save Form"

The confirmation message will now display upon successful form submission.

Integrating Apps for Enhanced Forms & Surveys

You can connect your form builder to various apps for saving submission data. Some popular options include:

  • Email marketing platforms like Mailchimp to collect emails
  • CRMs like HubSpot to manage leads
  • Google Sheets to store responses in spreadsheets
  • Airtable or Ninox for no-code databases

To integrate an app:

  • Navigate to the "Integrations" section
  • Search for and select your desired app
  • Follow the setup guides to connect accounts
  • Map form fields to sync data

Integrations allow you to automatically send form data to other platforms for further analysis and workflows.

Managing and Analyzing Form Submissions

Monitoring Submissions in Real Time

The form builder dashboard includes a real-time view of submissions coming in for each form. As visitors submit a form on your website, entries are instantly logged here for monitoring.

Key features include:

  • Live counter showing submissions as they happen
  • Timestamp for each entry
  • Field values summary
  • Source traffic data

This allows you to keep track of form usage and catch any issues early on.

Organizing and Filtering Entries for Data Management

All submissions for a form are accessible in the "Entries" section. Here you can:

  • Search entries by keyword
  • Filter by field values
  • Sort by date or custom field
  • View individual entry details

Advanced filtering and sorting makes it easy to organize entries and find specific data for reporting or follow-ups. Custom views can be saved for quick access too.

Exporting Data for Project Management

Form entry data can be exported at any time in CSV or Excel formats. Just select the form and date range to export.

The export contains:

  • All field values
  • Date submitted
  • Source traffic details

Downloads are delivered instantly to your email. Exported data integrates smoothly into external systems like:

  • CRMs
  • Project management tools
  • Marketing analytics
  • Spreadsheets

This enables in-depth processing and tracking across your business workflows.

Automating Processes with No Code Form Builders

No code form builders like RapidForms provide easy ways to automate workflows and processes without needing any technical skills. Here are some key features that enable automation with these tools:

Creating Multi-Page Form Journeys

You can create multi-step forms spanning across multiple pages to guide users through longer processes:

  • Build a form with multiple pages using the page builder, with navigation buttons to move between pages
  • Customize the design of each page and rearrange/add/remove pages at any time
  • Pages can contain different fields and logic, streamlining complex data collection
  • Useful for surveys, assessments, applications, ecommerce checkouts, etc

Implementing Logic and Conditional Fields

Show or hide form fields dynamically based on a user's responses:

  • Create "if this, then that" rules without code using a logic builder
  • Display different fields or entire sections conditionally
  • Guide users to only see relevant fields for their input
  • Reduce form abandonment by removing unnecessary steps

Example logic rules:

  • If industry selected is "Software", then show the "Dev Team Size" field
  • If plan selected is "Enterprise", then skip payment fields

Automating Your Forms with AI-Powered Features

Leverage artificial intelligence to automate and improve forms:

  • AI form assistants provide personalized help and hints to users as they complete forms
  • Smart recommendations suggest valid responses in form fields based on previous submissions
  • AI summarization automatically creates summaries from long-form responses
  • Sentiment analysis detects tone/emotion of open text responses

Integrations like Zapier also connect your forms to other apps for workflow automation across services.

No code form builders make it easy to create multi-page forms, implement dynamic logic, and leverage AI for automated interactions. This removes the need for complex coding and configurations to build automated forms.

Integrating No Code Forms into Business Strategies

Custom forms can be a powerful tool for enhancing key business strategies when integrated thoughtfully. Here are some tips for leveraging no code form builders to boost customer support, lead management, sales pipelines, and marketing campaigns.

Enhancing Customer Support with Custom Forms

  • Create feedback forms to gather customer comments, suggestions, and pain points. Review submissions regularly and use insights to improve products/services.
  • Build contact forms so customers can easily reach out with questions. Set up notifications to respond promptly.
  • Custom surveys allow you to poll customers on preferences, experiences, etc. Use learnings to tailor offerings.

Streamlining Lead Management and Sales Pipeline

  • Lead gen forms capture visitor info for sales follow-up. Integrate with CRM to track leads.
  • Multi-step forms guide prospects through key questions to qualify them for sales.
  • Use form data to score leads, then route them automatically to appropriate sales reps.

Boosting Marketing Campaigns with Targeted Forms

  • Embed forms in landing pages, ads, etc. to convert traffic into leads.
  • Offer content upgrades (e.g. ebooks) in exchange for emails to build your list.
  • Segment form data to create targeted email or ad campaigns based on visitor interests.

No code form builders integrate easily into existing workflows to optimize key business functions. Focus on core goals, then design simple forms that capture the data needed to achieve them. The time savings and organizational benefits are immense.

Advanced Features and Customization

No code form builders provide advanced features that allow users to create custom pages, build flexible workflows, and manage complex data without coding.

Designing Custom Pages with Form Builder Plugins

Form builder plugins make it easy to design custom pages that match your website's look and feel. Here are some tips:

  • Install the form builder plugin and activate it on your site. Popular plugins include WPForms, Gravity Forms, and Formidable Forms.
  • Browse the library of pre-made form templates to find one that closely matches your site's design.
  • Use the form builder's styling settings to tweak colors, fonts, borders, etc. so that your form blends with your site seamlessly.
  • Add custom CSS as needed to override styles for greater control over form appearance.
  • Embed the customized form on any page with a shortcode or widget.

Building Flexible Workflows for Team Collaboration

Configure form workflows to assign notifications, approvals, and task automation across your team:

  • Set up email or slack alerts to notify staff when a new submission comes in.
  • Create conditional logic to route submissions to the right people based on responses.
  • Enable multi-step approvals before marking submissions as completed.
  • Connect to business apps like Trello or Asana to automatically generate tasks.
  • Build custom integrations with Zapier to further customize and streamline workflows.

Managing Complex Data with No-Code Databases

Store and manage form data easily without a database using built-in no-code data storage:

  • Form data is automatically collected into spreadsheets or cloud storage.
  • Run reports to analyze submissions by date, field values, etc.
  • Export and connect data to other apps for extended analysis.
  • Enable data retention policies to comply with privacy regulations.
  • Set up webhooks to trigger actions when new data comes in.

With the right form builder, you can build feature-rich forms that integrate tightly with your systems - no coding needed.

Leveraging Automation and Integration

Automating tasks and integrating with other tools can streamline workflows for no code form builders. Here are some tips for unlocking more efficiency:

Automate Your Forms with Zapier Interfaces

  • Connect your form builder to Zapier to integrate with over 1,000 other apps.
  • Build Zaps that automatically add form submissions to your CRM, send data to Google Sheets, notify your team on Slack, and more.
  • Zapier has pre-made templates to automate common tasks like sending email notifications or managing leads.

Generating Automation Ideas for Efficient Workflows

  • Review all manual steps involved from form submission to completing a task. Any repetitive actions are automation candidates.
  • Think through your business processes end-to-end. Where are bottlenecks or pain points? How could data flow smoother between systems?
  • Talk to your team. What tasks do they handle over and over? What would they change about current workflows?

Some examples of automation ideas:

  • Welcome new newsletter subscribers automatically
  • Enter customer information into your databases
  • Backup form data to cloud storage
  • Route support requests to the right agents
  • Schedule social media updates based on new form submissions

Connecting Forms to No-Code Platforms for Enhanced Functionality

  • Tools like Bubble allow building full web apps without code using visual programming.
  • Connect your form builder using webhooks to pass data to Bubble, triggering flows.
  • Build custom experiences like multi-page forms, dashboards, and interactive tools.
  • Take advantage of features like databases, conditional logic, scripts, and more available on these platforms.

Integrating automation and connections to other platforms can help you get more from your no code form builder. Start small by picking one manual task to automate or data source to sync. Over time you can build up efficiencies across your whole workflow.

Optimizing Form Performance and Security

Enhancing Form Loading Speed and User Experience

To optimize form loading times and improve user experience:

  • Minimize the number of form fields to only those that are essential. Too many fields can slow down page load times.
  • Use page caching plugins like WP Rocket to cache form pages and speed up load times.
  • Enable GZIP compression on your web server to reduce file sizes.
  • Optimize images used in forms - compress file sizes and lazy load where possible.
  • Host forms on a fast, optimized web host to ensure maximum uptime and performance.
  • Test form load times using Google PageSpeed Insights and GTmetrix, and aim for scores above 90.

By focusing on faster form load times, you create a smoother user experience that keeps visitors engaged.

Implementing Secure Form Submissions

To keep form submissions secure:

  • Use HTTPS on your website to encrypt communication.
  • Validate form data to prevent malicious inputs like SQL injection attacks.
  • Use captcha to prevent spam and bot submissions.
  • Use form tokens and nonces to verify authenticity of submissions.
  • Limit form submissions to one per user by tracking IP, user session or browser cookies.
  • Use a VPN while building forms to mask your real IP and prevent targeting.

Taking these steps secures your infrastructure and adds layers of protection against threats like data theft and spam.

Monitoring and Improving Form Conversion Rates

To improve form conversion rates:

  • Use Google Analytics to monitor form interactions and pinpoint drop-off points.
  • A/B test form layouts, placements and call-to-action wording.
  • Shorten forms by removing non-essential fields if completion rates are low.
  • Offer form progress bars and step-by-step workflows for longer forms.
  • Send follow-up emails if users abandon a form to remind them to complete it.

Optimizing conversion rates leads to more form sign-ups, newsletter subscribers, or sales inquiries generated for your business. Continually monitor and test forms to maximize results.

Conclusion and Next Steps

Key Takeaways

Here are some key tips to remember when using a no code form builder:

  • Start simple - choose a template that meets your basic needs rather than overcomplicating things. You can always customize more later.
  • Take advantage of integrations - connect to services like Google Sheets, Mailchimp, etc. to streamline your workflow.
  • Test thoroughly - preview your form, submit test entries, check notifications to catch issues.
  • Analyze performance - review form metrics to optimize conversions.
  • Stay up to date - enable automatic updates to get the latest features and security enhancements.

Where to Learn More

Check out these resources to further develop your skills:

  • RapidForms Help Center - Knowledge base with tutorials, FAQs, and troubleshooting guides.
  • Community Forum - Connect with other users to ask questions and share best practices.
  • Form Building Resources - Ebooks, templates, and tools for creating effective online forms.

Optimizing Workflows and Future Growth

  • Build forms to integrate directly into your business processes rather than as separate entities. This ensures maximum efficiency.
  • Continually test and iterate based on real user data to create the optimal experience over time.
  • As your needs grow, take advantage of advanced features like multi-page forms, conditional logic, calculated fields, and partial submissions.

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