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Building Forms - Best Practices
Building Forms - Best Practices

Here are some helpful tips when you are creating forms.

Angela Lim avatar
Written by Angela Lim
Updated over 5 years ago

TIP #1 - Test Your Form

Once you create a form, make a test contact and go through the process of filling out the form on that contact.  This way you will really see what it looks like outside the form builder interface, and you can catch any mistakes you may have overlooked while building the form. 

TIP #2 - Make Sure the Data Makes Sense in Reports

When creating an activity or assessment form that you’re going to need to do analysis on later, fill out the form on multiple test contacts and create a test report to make sure the data is coming out the back end the way you need it to and you’re able to do the analysis you need. 

TIP #3 - Create Form Drafts

Create a Test program and attach any discarded forms or works-in-progress to that program.  Consider it your drafts folder.  You never know when you’re going to want to re-use a form you created once, or look back at how you did something before. 

If you want to add a field to an already created form, but your forms are already in circulation and you are afraid you're not going to do it right and don't want to mess up your form, make a duplicate of your form and try to add your fields in the duplicated form.  Once you're done, have your Success Manager look at it to make sure it was done properly.  If so, repeat what you did on the actual form.

TIP #4 - Only Capture the Data you NEED

It’s exciting to imagine all the possibilities of seeing your data summarized into beautiful actionable insights, but in practice you will only have the time to look at the data that is absolutely necessary to improve your programs.  Start small (with few data points) and build more later if you think you need to (95% of the time you won’t).  Your staff will thank you when they aren’t expected to enter every piece of data available to them. 

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