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Creating Candu Forms

Use Candu Forms to capture information from your users in-app.

Flora Sanders avatar
Written by Flora Sanders
Updated this week

We created Candu Forms to enable you to easily capture data about your users or get qualitative feedback from your users in your existing product without using another third-party tool.

  • Quickly create sign-up flows or onboarding surveys to learn about your users and use captured data to personalize the rest of their journey with your product βœ…

  • Gather product sentiment and run surveys in-app, such as requesting user research sign-ups, feedback on new features, and measuring progress as you iterate on your product βœ…

The data captured can then be used to create Segments to personalize other Candu content, and your responses can be pushed outside of Candu to other tools πŸš€
​

GIF showing a feedback banner with a form nested in a modal

Learn more about using Forms


Styleguide for Candu Forms

To ensure any Candu-created Forms match your design system, there is a Forms section in the Styleguide where you can customize and set the following for all Labels, Fields, and Field Errors:

  • Font: type, weight, size, and color

  • For each Field Type: font, weight, size, color, border, radius, and more

  • On Hover/On Focus/On Select: background, border, and checkbox colors

  • Field Errors: font, weight, size, and color

  • Spacing: margin and padding for labels, fields, checkboxes/buttons, and cards

GIF showing the forms section of the styleguide

You can also create multiple form styles if needed.


Building Candu Forms

To create a Form, navigate to the Palette > Components > Forms. You can start from scratch using our 'Empty form' and fill it with your chosen 'Form inputs,' or you can start with one of our pre-built forms or templates and customize it by editing or adding input fields.

GIF showing the pre-built forms and form input in the palette

To customize a Form, you can drag and drop the form inputs into the Form component & order them how you want.

GIF showing how to build a form using a pre-existing form and adding an input field

You can choose from the following Form Inputs:

Form Input Type

Input Type Description

Text Input

This option is versatile for gathering user information, e.g., 'What is your name?'

Text Area

This will be used when you want more in-depth information, e.g., 'Please provide any additional feedback or comments.'

Select Input

Ideal for providing a complete list of responses for a user to choose from, e.g., 'What is your job role?' > This is a great option for gathering data to pass on to Segments.

Email Input

Use Email Inputs to gather a user's email address. This is an excellent option for collecting data to pass to Segments, e.g., target domains.

Checkboxes

Checkboxes allow users to select one or more answers, e.g., 'What are you planning to use this app for?' > This is an excellent option for gathering data to pass to Segments.

Single Select Cards

This is a common UX technique to make things more visually appealing. Consider adding images to your cards to make them more on-brand!

Multiple Select Cards

This is a great option when you want users to choose multiple options and want them to see something other than a checkbox.

Here is what the form we created above looks like for your end users (we recommend adding to an Overlay or Flow!)

GIF showing a user filling in a Candu Form

Input Settings

Once you've added all of your form inputs, you can amend the following general settings in the Toolbox:

  • Labels and placeholders

  • Make the label visible/invisible

  • Mark as required or not

Then, each form input has the following unique settings:

  • Email Input

    • Choose to validate email or not

  • Select Input

    • Add options ('Text' and 'Value') for drop down

  • Single-Select Cards Label/Multi-Select Cards Label

    • Amend the number of cards and columns

  • Checkboxes

    • Add options ('Text' and 'Value') for checklists

    • Add columns

GIF showing Form Input Settings.

Form Settings

Once you've chosen a form from our pre-existing selection or built your own using our Form Inputs, you can manage the settings in the Component tab. Here you can:

  • Name your form

  • Decide whether you want your users to be redirected to a specific page/URL on submission

  • Choose whether to prevent resubmission based on User ID (this means users will only be able to complete the Form once, and it will no longer appear for them after they have completed it)

  • Edit the text and styles in each of the three form states: Normal, Submitted, and Error

GIF showing the form settings on the Candu editor

Form Responses

After publishing your form and embedding it in your product, you can sit back and wait for the responses to flood in β˜•οΈ

You can keep tabs on your responses from the 'Form responses' section of Candu. You can view the responses by user or field type and export them as a CSV file.

GIF showing the form responses section of Candu

Forms and Segmentation

Forms aren't just powerful for capturing data initially; you can also use this data to personalize your user experiences based on the information they have given you!

For example, if you use Candu Forms in your Sign-Up flow and ask users what industry they are in, you could use this answer to create different Segments in Candu and show them a different Onboarding Checklist depending on their industry.

Under Forms responses > Integrations, you can see the list of applicable Form inputs that will pass through to Segments and appear under 'User Properties.' Please note this is enabled by default!

You can simply turn off this sync if you do not want to use any Form data for personalization efforts.

Image showing how to push form responses to Segments.

All options will appear with the Label + Form Input type for you to choose from:

Image showing the form responses as User Properties in Segment.

If you have any questions, please feel free to reach out! We'd also love to see any of your finished designs and use cases ✨

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