FluidForms

    Quick Start

    Get started with FluidForms in minutes

    Welcome to FluidForms! This guide will help you create your first intelligent form.

    Creating Your First Form

    FluidForms offers three ways to build forms:

    1. Create with AI: Describe your needs in plain English (or your preferred language). You can optionally attach existing form examples as PDF files or images. The AI will generate a complete form for you.
    2. Import from URL: Convert any existing web form as long as it is publically accessible. If it is not, you can use the "Create with AI" option and attach a screenshot or PDF printout of the form.
    3. Start with Template: Use a pre-built template or start from scratch.

    Starting from Scratch

    For this guide, we'll start with a blank canvas to understand the basics.

    1. From your Dashboard, click + Create New Form.
    2. Select Start with Template.
    3. Choose Blank Form.

    Building Your Form

    FluidForms uses a block-based editor, similar to Notion.

    1. Add a Section

    Every form is divided into Sections (pages).

    • Type /section to add a new section.
    • Choose a mode: Standard (classic form), Interview (AI chat), or Autofill (AI extraction).

    2. Add Fields

    • Type / to open the block menu.
    • Select a field type (e.g., Text Input, Multiple Choice, Date).
    • Type your question in the field label.
    • Press Enter then type / again to add more fields.

    3. Configure Properties

    Click on the Drag Handle ⋮⋮ next to any field to open the field Properties Panel. Here you can:

    • Mark fields as Required.
    • Set Validation rules (e.g., Email format).
    • Hide fields for internal use.
    • Configure other settings specific to the field type, for example the options for a Multiple Choice field.

    Next Steps

    Now that you know the basics, try building a complete form:

    AI Instructions are invisible to end users but guide the AI in gathering better information.

    Example: Contact Form

    Here's a simple example to get you started:

    Section 1: Contact Information (Standard Section)

    • Text Input: "First Name" (required)
    • Text Input: "Last Name" (required)
    • Text Input: "Email" (required, email format)
    • Phone Input: "Phone Number"

    Section 2: Your Needs (AI Interview Section)

    • Multiple Choice: "How can we help you?" (Options: Sales, Support, Partnership, Other)
    • Text Input: "Tell us more about your needs" (multi-line)

    Section 3: Thank You (Thank You Mode)

    • A message confirming submission

    Understanding Form Modes

    Standard Mode

    This is a traditional form experience - users fill out fields in order. Best for collecting structured information like contact details.

    AI Interview Mode

    AI engages in conversation with users, asking follow-up questions to gather complete information. Best for open-ended sections where you want thorough responses.

    AI Autofill Mode

    AI automatically extracts and structures information from user inputs. Best for data extraction tasks like parsing documents or summarizing responses.

    Thank You Mode

    Final confirmation page shown after form submission. Every form needs exactly one Thank You section.

    Taking Your Form Live

    Once you've created your form, you can:

    • Preview: Click the Preview button in the top right to see how your form will look and behave.
    • Publish: Click the Publish button to make your form live and get a shareable link.
    • Embed: Use the Embed tab in the Publish modal to embed your form on your website with multiple layout options (inline, popup, floating chat widget, or full page). Learn more about embedding.
    • Configure Integrations: Set up webhooks, email notifications, or connect to Zapier/Make/n8n to automate what happens when forms are submitted. Learn more about integrations.
    • View Submissions: Once you have submissions, you can view them in the Submissions tab.

    Next Steps

    Now that you've created your first form, explore these topics:

    Need Help?