Skip to main content

Using Forms to Capture User Information

Forms let you collect information directly from users inside your product such as feedback, sign-up details, or NPS scores.

Deborah Ramírez avatar
Written by Deborah Ramírez
Updated yesterday

Candu's form component lets you collect information directly from users inside your product. You can build complete multi-question forms, or use individual form inputs like a single text box or checkbox wherever you need to gather user input. This gives you tremendous flexibility since you're not limited to traditional "full form" layouts.

Unlike external form tools, Candu forms look like they're part of your product. Responses are captured in Candu where you can analyze them directly, and you can send data to other tools if needed.

Common use cases:

  • Onboarding surveys to learn about new users

  • Feature feedback requests (even just a single text area for comments)

  • User research sign-ups

  • Lead capture or contact forms

  • Product satisfaction surveys

  • Quick polls or single-question prompts

The data you collect automatically becomes available in Segments (unless you turn this off), so you can personalize other Candu content based on what users tell you.

How Forms Work

Forms have three parts that work together:

  1. Form container: The wrapper that holds everything and controls what happens when users submit

  2. Form fields: Individual fields like text boxes, dropdowns, checkboxes where users enter information

  3. Submit action: Forms won't work without a "submit form" interaction. Users can fill out all the fields, but their responses won't be captured unless you add a "submit form" action to your form container.

Building a Form

Start by adding a form container:

  1. Go to Components > Forms

  2. Drag "Form container" onto your canvas

  3. Drag any available form inputs onto your form container

  4. Drag a button into your form container

  5. In the Toolbox > Interactions, add "Submit Form" action

Important: If you configure multiple interactions on the button (like Submit Form + Redirect), the Submit Form action must be listed FIRST

Form Input Types

Input Type

When to Use It

Best For

Text Input

Short answers like names, job titles, company names

General information gathering

Text Area

Longer responses like comments, feedback, or detailed explanations

Qualitative feedback

Email Input

Collecting email addresses with validation

Contact information, domain-based segmentation

Select Input

Single choice from a predefined list (dropdown)

Job roles, industries, company size. Great for segmentation!

Checkboxes

Multiple selections from a list

"Select all that apply" questions. Good for segmentation!

Single Select Cards

Single choice presented as visual cards instead of dropdown

More engaging alternative to Select Input

Multi-Select Cards

Multiple selections presented as visual cards

More engaging alternative to Checkboxes

Configuring Form Inputs

Select any form input to configure it in the Toolbox. All inputs have these general settings:

Label and placeholder

  • Label: The field name that appears above the input

  • Placeholder: Gray text inside the field showing an example

  • Show/hide the label (the label name still matters for reporting even if hidden)

  • Mark as required (users can't submit without completing required fields)

Important: Always rename your labels to be descriptive. When viewing form responses or analytics, you'll only see the label names.

Input-specific settings

Email Input:

  • Toggle email validation on/off (Recommended: keep it on to ensure valid email addresses)

Select Input, Checkboxes:

  • Add options with "Text" (what users see) and "Value" (what gets stored)

  • For checkboxes, set number of columns for layout

Single/Multi-Select Cards:

  • Set number of cards and columns

  • Add images to cards for visual appeal

Form Container Settings

Click on the form container itself (not individual inputs) to access these settings in the Toolbox:

  • Form name: Give your form a descriptive name for tracking in Form Responses

  • Redirect on submission: Enter a URL to send users to a specific page after they submit (optional)

  • Prevent resubmission based on User ID: Toggle this on to ensure each user (based on User ID) can only submit the form once. After submission, the form won't appear for them again.

  • Form states: Forms have three states you can customize:

    • Normal: How the form looks before submission

    • Submitted: What users see after successfully submitting (customize this message in the styleguide to confirm their response was received)

    • Error: What users see if submission fails (rare, but you can customize the error message in the styleguide)

You can edit the text and styling for each state. Most users only customize the Submitted state to show a "Thank you" message.

Where Form Data Goes

When users submit a form, two things happen automatically:

  1. Responses are stored in Candu: You can view them in the Form Responses section (more on this below)

  2. Data syncs to Segments as User Properties: Each form input becomes available for creating segments

Example workflow:

  • You create an onboarding survey asking "What's your job role?" using a Select Input

  • User selects "Product Manager"

  • That response appears in Form Responses

  • A new User Property is automatically created: "What's your job role? - Select Input" with value "Product Manager"

  • You can now create a Segment targeting all Product Managers and show them role-specific content

How to find synced data

  1. Go to Form Responses > select your form > Integrations

  2. You'll see which form inputs are syncing to as User Properties

  3. In Segments > User Properties, look for properties named: [Your Label] - [Input Type]

To turn off syncing: If you don't want form data in Segments, go to Form Responses > select your form > Integrations > toggle off the sync. This is enabled by default.

Sending data to other tools: You can export form responses as webhooks or use integrations to push data to your other tools automatically.

Viewing Form Responses

After publishing your form, responses appear in the Form Responses section. You can view responses in two ways:

  • List view (☰): Shows all form submissions in chronological order with submission dates. Click into any response to see that user's complete answers.

  • Form view (▭): Shows all responses organized by form field. Expand the drawer for each field to see what everyone answered for that specific question. Useful for analyzing patterns in specific questions.

Remember: The label names you set on each input become the column headers in your responses and exports. This is why descriptive labels matter.

Note: Click "Download all responses" to download responses as CSV for analysis.

Styling Forms

Forms follow styles set in your Styleguide under the Forms section. You can customize:

For all form elements:

  • Font type, weight, size, and color

  • Spacing (margin and padding)

For each field type:

  • Border, radius, background

  • Colors for different states (hover, focus, selected)

For field errors:

  • Font and color for validation messages

Creating multiple form styles: If you need different visual styles for different forms, you can clone form styles in the Styleguide. This lets you have, for example, a minimal style for quick surveys and a more detailed style for onboarding forms.

Did this answer your question?