Building Card Forms

Building Card Forms

How to create a card form?

In your Zoho Forms account, you can either create a new form from scratch or use the pre-built form templates available.
  1. If you are creating your first form in Zoho Forms, click Let's Get Started under the Forms tab.
  2. Under Create From Scratchselect the Form Type to be Card.

    Select Card

  3. Enter an appropriate name for your form in Form Title  and click Create. You will land on the form builder for a Card form which will look a lot similar to the Standard Form builder. Know more about the Standard Form builder.
    Each field that you drag and drop into the Card form builder will be displayed separately in different sections.

    Card form builder

Welcome Page

To create a Welcome Page,
  1. Click + Welcome Page on the top. You will be taken to the Welcome Page Settings.

    Welcome Page Settings

  2. Select a layout that decides the placement of the image and content on the Welcome Page. 

    Welcome Page Layout

  3. You can drag and drop/upload your brand logo or an image that suits the idea of your form well. You can either choose to keep the image above or below the content.

    Image on Welcome Page

    Using the options in the image's top-right corner, you can replace the image, change its alignment, or delete it.
  4. Add content to be displayed on the Welcome Page. You can apply basic text formatting to this content.

    Welcome Page Content
  5. On the Welcome Page, there will be a Start button that, when clicked, will take users to the first question. You can rename this button as required by clicking the edit icon.
  6. Click Save in the top-right corner.
The theme that you choose for your Card form will be applied to the Welcome Page while you edit it.
Note: The option to configure Welcome Page in Card forms is available only in our paid plans.

Form Properties

To access the Card form properties,
  1. Click the Form Title to view the Form Properties pane.
  2. Here, you can change the Form Title, provide a description and give a nickname to the form for your reference.
  3. Under Display, you can choose to show/hide:

    Card Form Properties
    1. Form Title either on all the pages or only on the first page with the first question.
    2. Quick Navigation that lets respondents jump between questions instead of having to navigate to the previous or next page to get to that page.
    1. Progress Bar that lets respondents know how far they've progressed through the form.
    2. Field Sequence Number that gives the sequence number of each form field.
  4. You can also change the labels for page navigation buttons ( Next and Prev ).

Form Building

Like the regular Standard Form, you can simply drag and drop fields from the left pane onto your form builder. Each field you add will appear on a separate page. 

Card form builder

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