Table of Contents

1. Creating Form Portal 
2. Publishing Form Portal
3. Managing and updating Form Portals

Creating Form Portal

1. To set up your initial form, select the “Form Portal” link located on the left-hand menu.

2. If you’re establishing your first portal, click on the blue “Setup Form Portal” button. However, if you already have Form Portals, select the “New Portal” button located on the top right.

3. When you’re on the ‘create form portal’ page, input the desired name into the “Portal Name” field.

4. The Form Portal feature allows you to customize it with a featured image, your company logo, favicon, and buttons. You can personalize these sections by uploading the respective images for each.

5. After configuring your logo, header image, and buttons, proceed to choose the published forms you wish to display on your Form Portal. Make your selections in the “Form Selection” area.

6. To showcase forms from a specific folder on the Form Portal, simply click on that folder and begin choosing the desired forms.

Publishing Form Portal

1. After you’ve chosen the desired forms, the next action is to publish the Form Portal. By default, form portals are hosted on frms.link. However, for those with a Pro plan or higher, there’s an option to publish the form on a custom domain. When using frms.link, a portal link is automatically created for you. But with a custom domain, you get to decide the specific URL.

2. For our purposes, we’ll opt to publish on our custom domain. To designate your domain, simply click the dropdown menu labeled “Domain”. Afterward, input your preferred URL and then press the “Save” button.

3. After publishing your Form Portal, you’ll be automatically taken to the “Form Portals” page, where all your active Form Portals are displayed. From here, click on the link to view the Form Portal you’ve recently set up.

4. Upon viewing the form portal, you’ll observe its layout. The header image, logo, and button are all presented according to the configurations you set earlier.

5. By default, all chosen forms appear on the Form Portal. Users have the capability to click on a specific folder to view forms contained within it, and they can also utilize the search function to find specific forms.

Managing and updating Form Portals

1. Should you want to temporarily deactivate a specific Form Portal, you can achieve this by toggling the switch associated with that portal.

2. To modify the Form Portal, select the “Edit” icon. This action will direct you to the Form Portal settings page.

3. To change the Form Portal URL, navigate to the Publishing details section, then click on “Update URL”. Input your new Form Portal URL and subsequently press the blue “Update URL” button.

4. The Form Portal URL has now been successfully updated and reflects the changes we just made.

Notice – WorkSpaces are available only for Agency and Enterprise users

The MakeForms Agency plan extends the capability to create up to three WorkSpaces, which are instrumental in segregating data among different accounts. As implied by the name “Agency Plan”, this setup allows for the creation of multiple WorkSpaces, each with its distinct members. This feature is especially beneficial when working with multiple clients, as it ensures a clear delineation and organization of data, members, and projects per client.

1. In your MakeForms account, the initial WorkSpace you’ll see is labeled “Personal WorkSpace”. To change or create a new WorkSpace, select the dropdown menu located beneath the MakeForms logo on the left sidebar, and then choose the “Switch WorkSpace” option.

2. Initially, your “Personal Workspace” will be set as the “Active WorkSpace”. To establish a new WorkSpace, select the “Create WorkSpace” button. A pop-up window will appear prompting you for the WorkSpace name. Input your preferred name and press the green “Create” button.

3. We’ve successfully established a WorkSpace named “Documentation”. To begin adding members to this new WorkSpace, click on the “Manage Team” icon. Comprehensive guidelines on member management and access control can be found at https://makeforms.io/docs/managing-members-and-access-control-lists-acls/

4. To change the name of your WorkSpace, click the “edit” icon. Input the desired name for your WorkSpace and click the “Update” button.

5. To switch the WorkSpace, click the switch icon.

2. The MakeForms subscription plans are displayed for your perusal. You have the option to choose between Monthly and Yearly plans based on your preference and budget. A notable advantage of opting for the Yearly plans is the offering of two months free, which provides a cost-effective solution for long-term use of MakeForms services.

3. In this demonstration, we’ll opt for the MakeForms Agency monthly plan. To compare all available plans and find the one that suits your needs, you can visit https://makeforms.io/pricing. This page provides a comprehensive overview of the pricing and features associated with each plan, aiding you in making an informed decision for your subscription upgrade.

4. Upon clicking the “Activate Plan” button, you will be directed to the “checkout” screen. This is where you can review your selection, provide payment information, and finalize the upgrade to your chosen MakeForms subscription plan.

5. If you possess a discount coupon, simply enter the discount code in the designated field, then click “Apply”. The discount will be applied to your total, reducing the cost of your chosen subscription plan accordingly.

6. Choose your country from the dropdown menu, input your zip code in the specified field, and then click “Continue” to proceed with the checkout process

7. Click “Continue”

8. Enter your card details and then click the “Subscribe Now” button

9. Your account will be upgraded upon successful payment.

10. You can download your invoices by clicking the invoices tab.

11. All your payments will be listed. Click on the corresponding “View Invoice” button to download the invoice.

12. At times, you will want to purchase Addons for KYC / Email verification. To do so, click Add ons and click the “Buy Now” button in front of the Add On that you would like to purchase

Table Of Contents

1. Accessing Inbox View
2. Viewing a single Response
3. Bookmarking Responses
4. Marking Response as Seen / Unseen
5. Printing a Single Response
6. Exporting Single Response
7. Hide / Show Fields in Table
8. Searching and Refreshing Responses.
9. Tagging your Responses
10. Filtering Tagged Responses
11. Managing Tags
12. Filtering Responses by Source
13. Marking Responses as SPAM

The ‘Inbox View’ provided by MakeForms is the standard layout for displaying your data in a table format. As the name implies, its appearance is reminiscent of a typical email inbox.

Accessing Inbox View

1. To access the Inbox view, you can click on the “submissions” link located below the form name, or click on the “Responses” icon. Either of these actions will take you to a centralized inbox where you can view and manage the responses your form has received.

2. In the “Inbox View”, all the unviewed responses will appear in “BOLD” text. Once you open a response, the text will change to a regular font, indicating that the response has been viewed. You can open and review any response by simply clicking on it. This feature helps in differentiating between new and already reviewed responses, making the management of form submissions more organized and efficient.

Viewing a single Response

1. Upon clicking a response, a detailed modal will slide open from the right, presenting all the pertinent information regarding that particular response. You also have the option to append notes to individual responses for future reference or collaborative purposes. To add a note, open the desired response and scroll down to the bottom of the modal where you’ll find a blue button labeled “Add Note”. Click on it, enter your notes in the provided field, and hit “Save” to store your notes alongside the response. This feature facilitates better organization and follow-up actions regarding the responses received.

2. You can modify or erase the notes by clicking on the three dots icon located next to your note. This action will present you with options to either edit or delete the note, allowing you to keep your response annotations updated and organized.

3. You can navigate through submissions effortlessly by utilizing the “previous” and “next” buttons situated at the top right corner of the modal. This feature enables a streamlined review process of the responses, enhancing your efficiency in managing the collected data.

Bookmarking Responses

1. For certain responses that you may want to highlight or revisit later, you have the option to mark them as favorite or bookmark them by clicking on the star icon. This feature helps in categorizing or earmarking important responses, making it easier to find and refer back to them at a later time.

2. Should you wish to bookmark multiple responses for future reference, simply select all the desired responses you want to mark as Favorite/Bookmark. Once selected, click the “Bookmark” button located at the top of the page. This feature facilitates bulk action, saving time and ensuring that you can easily reference key responses in the future.

3. To view your “Bookmarked” responses, click on the “All” dropdown menu, then select the “Starred” option. This will filter and display all your bookmarked responses, making it easy to locate and review the responses you’ve marked as important or noteworthy.

Marking Response as Seen / Unseen

1. You also have the option to mark a response as seen or unseen by clicking on the eye icon. This feature allows you to manage your responses’ read status, which can be particularly useful in keeping track of which submissions have been reviewed, especially in a collaborative environment.

2. In the Inbox view, there’s a feature that allows you to mark multiple responses as Seen or Unseen collectively, which is a time-saver when managing a large number of responses. To utilize this feature, first select all the responses you wish to mark, then click the “Seen/Unseen” button located at the top of the page. This action will toggle the seen status of all selected responses, helping you to manage the read status of submissions in a more efficient manner.

Printing a Single Response

1. To print a single response, click on the three dots icon, then select the print icon from the dropdown menu that appears. This action will prepare the specific response for printing, allowing you to have a physical copy for reference or for sharing with others.

Exporting Single Response

1. To export a single response, click on the three dots icon, then select the download button from the dropdown menu. This action will initiate the download of the specified response, allowing you to save it locally on your device for future reference or analysis.

Hide / Show Fields in Table

1. Within the Inbox view, you have the flexibility to show or hide specific fields based on your preferences. To manage this, simply click on the “columns” option, then select or deselect the fields you wish to display or hide. This customization allows you to tailor the view to focus on the information that is most pertinent to you, thereby enhancing the ease and efficiency of managing responses.

Searching and Refreshing Responses.

1. To search through your responses, simply enter the text you wish to search for in the search bar, and then hit Enter. This feature will filter and display the responses containing the search text, making it easier to locate specific information within your collected data.

2. You can click the refresh button to retrieve the latest submissions. This action ensures that your inbox is updated with the most recent responses, aiding in keeping your data review process current and timely.

Tagging your Responses

1. One notable feature of the MakeForms Inbox view is the tagging capability, which allows for better organization and categorization of your responses. To tag multiple responses, simply select the responses you wish to tag. This feature facilitates easier filtering and identification of related responses, making the management of collected data more efficient.

2. After selecting the desired responses, click the “Add Tag” button located at the top of the page. You can either choose from existing tags or click the “Create New” button to formulate a new tag. Assigning tags helps in organizing your responses, making it easier to filter and find related entries as needed.

Filtering Tagged Responses

1. Now we’ll attempt to filter the responses tagged with “France”. To start, deselect any selected responses, then click the “Filter By Tag” button. Upon clicking, all the tags you’ve set will be displayed. Select “France” from the list and then click “Apply”. Now, you’ll see the two responses tagged with “France” are being displayed, showcasing how this feature aids in quickly locating specific sets of responses based on the tags assigned.

2. To clear the applied filter, click the “Filter By Tag” button, followed by clicking the “Clear” link. This action will remove the active tag filter, reverting the view to display all responses without any tag-based filtering.

Managing Tags

1. By default, any tag you create is confined to a specific form. However, you can designate a tag as “Global” to enable its use across the entire WorkSpace, thus enhancing tag utility across multiple forms. To set a tag as global, click the “Filter By Tag” button, then click “Manage Tags”, and finally select the checkbox under “Global”. This action will promote the tag to a global status, making it accessible across all forms within the WorkSpace.

Filtering Responses by Source

1. MakeForms provides the flexibility to create multiple sources for a single form, which can be advantageous when you want to filter responses based on the links/sources they originated from. This helps in segmenting and analyzing the data more effectively. To filter responses by source, click the “Filter By Source” button located in the top menu, and select the sources from which you want to view responses. This feature enhances the management and analysis of form responses, providing insights into different traffic sources or campaign effectiveness.

Marking Responses as SPAM

1. There may be occasions when you need to mark certain responses as SPAM. To execute this, select all the responses you wish to mark as SPAM, then click the “Spam” button located at the top of the page. This action will categorize the selected responses as SPAM, aiding in maintaining the integrity and relevance of the collected data in your form submissions.

2. To review the responses marked as “SPAM” at a later time, simply click on the dropdown menu labeled “All,” and select the “Spam” option. This action will filter and display all the responses that have been categorized as SPAM, allowing you to review or manage them as needed.

1. MakeForms’ Summary View provides a broad overview of your form submissions, coupled with Form Analytics. To navigate to the Summary View, initially open your submissions in the Inbox View, then click the Summary View button located at the top.

2. In the Summary View, at the top, Form Analytics are displayed, followed by summaries of the form fields illustrated through various bar charts and pie charts. You have the option to toggle between the Box Layout and the Stacked Layout. Bar charts and Pie charts are available for Single choice, Dropdown, and Multichoice fields. For other field types like the Name Field and input fields, the top 5 values will be listed.

3. You have the option to download image files of the charts by clicking the download button. For fields designated as NPS® / Net Promoter Score®, the system will automatically calculate the Net Promoter Score® and display it within the Summary View.

1. The initial method to access responses is by clicking on the submission count displayed beneath your form name.

2. The alternative method to access responses is by clicking on the responses icon.

3. MakeForms presents three distinct views for visualizing your data:

• Inbox View
• BI (Business Intelligence) View
• Summary View

Upon clicking the submissions count or the responses icon, you will be directed to the Inbox View by default. At the top, two buttons labeled “BI View” and “Summary View” are provided, allowing for seamless navigation to the respective views.

Note : Custom Fonts are available only in MakeForms Pro and above plans

1. MakeForms provides the ability to configure custom fonts, aiding in aligning your form’s appearance with your brand aesthetics. To commence, click on the “Fonts” menu located in the left sidebar.

2. Now, click the blue “Add Font” button located on the top right corner of the screen. For demonstration purposes, we will be using the “Young Serif” font.

3. Now, input the name of the font. By default, the system will create a “Regular” variant of the font. If you wish to include multiple weights of the font, click the blue “Add Weight” button to add them accordingly.

4. You have the option to remove any specified weight by clicking the “Remove Weight” button associated with that particular weight.

5. To edit a particular weight, simply click on the weight, and an accordion will expand, providing you with the settings and options to make the desired modifications.

6. To configure a specific font weight, upload the font file corresponding to that weight. MakeForms accommodates a variety of font file formats including woff, ttf, otf, eot, and svg.

7. Simply click the “Upload file” button and select the desired font file from your device. The system will autonomously discern the file type and populate the URL field with the appropriate font type link.

8. In this demonstration, we have uploaded the .woff, .ttf, and .eot versions of the font files to ensure a wide range of compatibility across different browsers and platforms.

9. After uploading all the necessary files, simply click the blue “Create” button located at the bottom right corner to finalize the addition of your custom font to the WorkSpace.

10. You can now observe that the Young Serif font has been successfully configured and is available in your MakeForms account, ready for use in your forms to maintain brand consistency.

11. To delete a font, navigate to and open the font settings, then click the red “Delete” button to remove the font from your account.

12. Now, to verify the successful setup of your fonts and to utilize them, open the form you wish to customize and navigate to the “Design” tab. In this section, you can apply your newly added fonts to various elements of your form to align its aesthetics with your branding.

13. Click on the “Fonts” tab located in the right sidebar, and select the font that you recently set up. In this scenario, you’ll select “Young Serif” from the available options to apply it to your form.

14. You can now observe that the font family you selected, in this case “Young Serif”, has been successfully applied to your form, thus aligning its visual appearance with your brand’s style.

2. Upon clicking the “members” button, you will be directed to a page displaying a list of members already associated with the specified WorkSpace. If no members have been added yet, only the owner of the WorkSpace will be listed, and will be designated as the “Admin”.

3. To add a member to the WorkSpace, simply input the email address of the individual you wish to invite into the provided field, and then click the blue “Send Invite” button.

4. Upon adding a member to the WorkSpace, an invitation to join will be sent to them, and the access control settings will appear. This interface allows you to meticulously define the level of access you want to grant to the user, utilizing a grid that lays out the various permissions and features available.

5. Utilizing the “Full Access” button allows you to grant comprehensive access to the user, enabling them to fully interact with and manage the WorkSpace.

6. Alternatively, you have the option to manually select the specific access permissions you wish to grant to the user. After configuring the desired access, click the “Save” button to apply the changes. This will grant the user access to your WorkSpace accordingly. In the following section, we will explore how you can amend the access permissions assigned to a user and how to remove them from your WorkSpace.

7. To manage actions for an existing user, click on the button featuring three dots, located adjacent to the user’s information.

8. You have the ability to execute three actions: Resend Invitation, Manage Access, and Remove. Through these options, you can either resend an invitation to the user, adjust their access permissions, or remove them from the WorkSpace altogether.

9. Clicking the “Resend Invitation” button will dispatch another invitation to the user, allowing them another opportunity to join the WorkSpace should they have missed or overlooked the initial invitation.

10. To “Manage Access” and update the permissions assigned to a user, simply click on the “Manage Access” link. This will lead you to the settings where you can modify the level of access granted to the user.

11. Upon clicking the “Manage Access” link, you will be presented with a list of permissions, similar to the one provided earlier. You can now adjust the access permissions for the user as needed, tailoring their level of access within the WorkSpace to your preferences.

12. Clicking the “Remove” option will expel the user from the WorkSpace, revoking their access to the forms and any associated data within that particular WorkSpace.

1. Occasionally, you may encounter issues with your MakeForms account, at which point the support team may request you to activate support access for debugging purposes. By doing so, you grant the MakeForms support team access to your account, though only for a 24-hour period. To enable support access, navigate to the members section of the WorkSpace you wish to grant access for.

2. Upon navigating to the members page, scroll down to the bottom where you’ll find an option labeled “MakeForms Support Team” accompanied by a toggle. Simply click on the toggle, and support access will be activated.

3. After enabling support, the toggle will turn green, indicating activation. Additionally, you’ll see the duration displayed, showing the time frame during which the support team will have access to your account.

Note : Custom Domains are available only in MakeForms Pro and above plans

MakeForms provides the functionality to configure custom domains for your forms. Initially, when you publish your forms via MakeForms, they are hosted on a white-labeled domain “frms.link”. However, with the custom domain feature, you have the option to publish your forms on your own domain. At the moment, MakeForms supports the creation of subdomains, enabling you to establish a subdomain akin to forms.yourdomain.com. Below is a step-by-step guide on how you can implement this with your MakeForms account:

1. Login to your MakeForms account and switch to the Workspace where you will like to setup your domain name. Domain names are connected to Workspace and not accounts.

2. Click “New Domain”

3. Enter the subdomain of your choice. In our guide, we will setup collect.make.io as our preferred subdomain and hit the blue “Setup Domain” button. Replace collect.make.io with your preferred subdomain.

4. The system will setup the subdomain that you have entered.

5. Upon successful deployment of the subdomain on MakeForms’ end, you will be presented with the DNS CName entries which you need to set up in your DNS Manager. Here, we will setup the entries using Cloudflare. Now, we will hit the blue “View All Domains” button which will list all the domains setup for a particular Workspace.

6. Since the domain name is setup and the DNS entries are not done, we will see the red lock open icon. We will now click on Manage Domain and get the DNS entries.

7. As soon as you click the Manage Domain, you will be presented with the Domain Cname Records. We will now copy paste these values into our cloudflare DNS manager.

8. Go to your Cloudflare account and select the domain DNS Records. Once you are at the DNS Records page, click the Blue “Add record” button.

9. Change the Type from “A” to “CNAME” and enter the Name that we just copied from MakeForms into the Name field

10. Now go back to your MakeForms tab and copy the CName Value.

11. In the target, paste the CNAME value that we just copied from our MakeForms tab

12. Remember to turn off the proxy. This is the most important step.

13. Now, in your Cloudflare account, hit the blue Save button.

14. Similarly copy the values for second CName record

15. Now paste the values for second CName record, turn off the proxy and hit save.

16. After you’ve added the 2 CNAME records, wait for about 3-4 hours. Come back to your Domains Tab, hit the Manage Domain button and click the blue “Verify Domain” button.

17. Once the DNS records propagate and your SSL is issued, you will see a green “lock” icon. This indicates that your domain is successfully set up.