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.

    Drag and drop 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/ video and content on the Welcome Page. 

    Welcome Page Layout

  3. Click Upload Image/Embed Video. A pop-up where you can see the option to upload an image or embed a video onto the Welcome Page will open.



    1. If you choose to upload an image, 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.




      Using the options in the image's top-right corner, you can change its alignment, or delete it. jhg

 Embedding Video in a Card Form

If you choose to embed a video, enter the video URL along with the desired width and height for the video. You can adjust the width in both px and %. If you choose to have the embedded video to be responsive on all the devices, we recommend you to prefer to configure the width in %.

You can also select the embedded video orientation type (Landscape or Portrait), specifically for forms viewed on mobile devices to enhance responsiveness.



To copy embed code from Zoho WorkDrive

    1. Select the file in Zoho WorkDrive.
    2. Click the Share dropdown in the top action bar.
    3. Select New embed code from the dropdown. 
    4. From this copy the source alone as highlighted in the below example.
      <iframe src="https://workdrive.zohoexternal.com/embed/him233b2d94f5be2f49218f2556a65fe33eba?toolbar=false&appearance=light&themecolor=green" scrolling="no" frameborder="0" allowfullscreen=true width="800" height="520" title="Embed code" ></iframe>

      Copy embed code

    5. Paste this code in the Embed Pop-up in Zoho Forms.
Notes
Note: For WorkDrive URLs with custom domains, you'll need to modify the URL format by replacing the custom domain with workdrive.zohoexternal.(dc).
For example:

To enable video/audio autoplay option, the following parameters must be appended to the URL format.

Video Sources
Paramaters to be appended
Youtube
autoplay=1&mute=1
Youtube Shorts
autoplay=1&mute=1
Vimeo
autoplay=1&muted=1&autopause=0
Instagram 
Autoplay not allowed
DailyMotion
autoplay by default
Loom
autoplay=1
Wordpress TV
autoplay=1
KinoMap
autoStart=true
Zoho WorkDrive
autoplay=true

   Click Done. Using the options in the video's top-right corner, you can change its alignment, or delete it.
Info
Supported video sources:
YouTube, Instagram, Vimeo, Loom, Dailymotion, Wordpress TV, KinoMap, Zoho WorkDrive.

Supported audio sources: 
Spotify, SoundCloud, Amazon Music, Youtube Music, Apple Music, Zoho WorkDrive.

         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.
Idea
The theme that you choose for your Card form will be applied to the Welcome Page while you edit it.
Notes 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

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understanding Card Forms

                                                                                                                Assume you meet a new person and want to get along with them, and you say: Hey, what is your name, phone number, address, likes and dislikes, and so on? Being bombarded with questions before they have finished answering the first can frighten the ...
                                                                                                              • How to build interactive forms online?

                                                                                                                What are interactive forms? Interactive forms are the ones which visitors can engage without any difficulty, providing them a user-friendly approach rather than the feel of paperwork. This is essential to make the form filling experience smooth and ...
                                                                                                              • Creating your first web form in Zoho Forms

                                                                                                                This walkthrough is to help you get started with creating a form using Zoho Forms. Follow the simple step-by-step instructions given below to build forms that perfectly match your requirements. Creating a new account To build a form using Zoho Forms, ...
                                                                                                              • Welcome to Zoho Forms!

                                                                                                                Transform the time-consuming “ collect, stack, and enter ” paper form workflow into “ capture, store, and process ” paperless approach with Zoho Forms and simplify data collection. Who is Zoho Forms for? Zoho Forms is for anyone who wants to ...
                                                                                                              • Switching between the Standard and Card Form Types

                                                                                                                Switching between Standard and Card Form Types in Zoho Forms provides flexibility in designing and presenting forms to suit different use cases. Although, the choice between Standard and Card Form Types depends on the complexity of the form and the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources