# Forms

One of the most demanted features in any platforms is the ability to capture of user data, analyze it, and use it for segmentation. With this tool you can create as many forms as you need to collect data from the users of your sites.

Digital factory

When you access the tool, you are able to see a list of all the forms currently active in the account. You can filter by their status (enabled or disabled), by the site they're deployed to, and search by the name of the form.

In each row of the forms table, the columns are ordered by the name of the form, the date it was created, and the number of responses that were submitted for that form.

From this list you can also access the individual analysis view, by clicking on the title of the form, also to the list of responses of the form, by clicking on the number of responses on the form.

To enable or disable forms and allow users to send their answers, you must go to the analysis view and select the respective action from the options displayed in the upper right section.

# Create a Form

To create a new form, click + New Form. This will take you to the create form view where you will need to fill in the main attributes of the form:

  • Name: Name associated with the form. This value will appear both in the form index in the platform and as a title when a user responds to it.
  • Description: This text will appear as text under the title in the front end.
  • People limit: Determines the maximum number of answers are allowed.
  • Site: Allows you to select which sites display the form. Keep in mind that this causes the form to change its appearance according to the classes defined in the global CSS of the site. For more information, go to Template builder
  • Accept multiple responses: If this option is enabled, each time a user answers the form, it will be registered as a new response. If this option is disabled, each time the same user answers the form, they will be overwriting their previous response.
  • Show only to registered users: Allows you to determine if the form will only be visible to registered users in Modyo. If this option is enabled, a user without a session cannot see the form. If this option is disabled, any user can answer the form.
  • Automatically redirect to form: If the form is private (only registered users can answer it), this option will appear, allowing you to automatically redirect the users that are associated to the form when they log in.

The next section of the form properties contains the Form Options for what happens after a customer completes a form.

  • Default options: After answering the form the user is redirected to the home of the site associated to the form

  • Redirect URL: Allows you to enter a URL to which the user will be redirected after the form has been answered

  • Thank you page: Allows you to add a personalized thank you message after a user answers the form, next to a button that will take you to a site page. The button URL is a relative URL of the site associated with the form. You can also determine if you want the user to be automatically redirected to that page after a certain time.

  • Enable segmentation: If the form is private (only registered users can answer it), you can select a set of users who can answer the form using the segments. To learn more, go to Segments


If it is a public form, users who do not have an active session in Modyo will see three required fields at the top of the form: First Name, Last Name, and Email. Once they submit the form, a user will be created with those values and then the response will be associated with that user.


If a user does not have an active session, fills out the form, and the email matches one of the users already registered in Modyo, the response will be associated with the existing user instead.

In the Email Notifications section you can configure the different emails that are sent after a user answers the form.

The notification by mail sends an "administrative" email in which platform users are notified that someone responded to the form. You can assign a subject and a mailing list that you want to notify.

The thank you email allows you to customize an email that will be sent to the user who answered the form. You can customize both the subject and the body of the message using Liquid. Below the field to customize your message, you'll see a list of variables you can use to personalize your email.

Here is a code sample that you can use as a base to personalize the thank you mail.

You sent this answer on: {{ 'now' | date: "%b %d, %y" }}
<table width="600px">
        <td><b>user name</b></td>
        <td colspan="2"> {{user.name}}</td>
        <td><b>user first name</b> </td>
        <td colspan="2"> {{user.first_name}}</td>
        <td><b>user last name</b></td>
        <td colspan="2"> {{user.last_name}}</td>
        <td><b>user email</b></td>
        <td colspan="2"> {{user.email}}</td>
        <td><b>form name</b></td>
        <td colspan="2"> {{form.name}}</td>
        <td><b>form description</b></td>
        <td colspan="2"> {{form.description}}</td>
        <td colspan="3" align="center" background-color="#f0f8ff"><b>Questions</b></td>
        <td width="15%"><b>Question type</b></td>
        <td width="15%"><b>Question</b></td>
        <td width="70%"><b>Answer</b></td>
    {% for question in form.questions %}
        <td>{{ question.type }}</td>
        <td>{{ question.title }}</td>
        <td>{{ question.answer }}</td>
    {% endfor %}

# Answers

By clicking on the answer counter of a form, you will arrive at a view listing all the answers that users have submitted, and the date they responded.

You can export the responses to an XLS or CSV file by selecting them in the list and then using the actions selection that appears at the bottom.


You can delete responses one by one using the action to the right of each response, or by using bulk actions, selecting multiple responses and then clicking Delete at the bottom of the list. Note that this action is irreversible and once a response has been deleted, it cannot be recovered.

To see a user response in detail, just click on the user name, and you can access a list of questions next to the answers that user sent to a particular form.

# Edit

To modify a form, you must go to the "Analysis" section and use the "Edit" action in the options menu at the top right.

Once you enter the editing section of a form, you will see 2 sections: a central section, where you can rearrange the questions by dragging them in the required order, and the right side section, which has three tabs:

# Add field

This section will allow you to add as many fields as necessary to complete the form or delete the ones that are not needed. Here are the fields you can add for a form:

  • Simple text: Allows the user to enter a single-line text response up to 256 characters.
  • Paragraph: Allows the user to enter a multi-line text response up to 65535 characters.
  • Number: Allows the user to enter numbers.
  • Dropdown: Allows you to add options from which the user can choose one in a dropdown format.
  • Checkbox: Allows you to add options from which the user can choose multiple in checkbox format.
  • Choice: Allows you to add options from which the user can choose one in radio button format.
  • Date: Allows you to add a date field in which the user can select a date within the allowed range.
  • Nested questions: Allows you to add a series of alternatives that can be nested, so that the user is asked to select one of the possible nested options within the option they selected.


From version 9.0.8 onwards, forms no longer have file-type questions, so you won't be able to request users to upload files using Modyo forms.

You can remove one of the form fields by clicking on the garbage can icon to the right of each field in the main section. The form option is deleted once you save the changes.


If your form is already activated and you already have answers, be very careful when deleting questions. Doing so deletes the values of those answers that the users have already sent. This action is irreversible.

# Field Properties

This section allows you to modify the options for each of the questions on your form, you must select a field from the main section to use this section.

All the fields that you can add have a title, which are effectively the questions associated with each answer, they have the option of making that field required to submit the form, and each has a brief description in case instructions are required to answer the field.

Some fields have validations, to ensure the user meets certain requirements to fill in the field, some of those restrictions are:

  • Minimum length: Length required for the text to be valid
  • Maximum length: Maximum length allowed for text to be valid
  • Regular expression: Text format entered must match the associated regular expression to be valid.
  • Minimum number: The number entered cannot be less than this value.
  • Maximum number: The number entered cannot be greater than this value.
  • Minimum date: The date entered cannot be earlier than this value
  • Maximum date: The date entered cannot be later than this value.

In the same way that some fields have validations, most have a default value that is preselected at the time of loading the form. The only ones that do not have a default value are nested questions and files.

# Form Properties

This section will allow you to change the general behavior of the form. It contains the same options as when creating a new form, but in turn adds a couple of new options which we will detail below.

Its four main sections are:

  • General
  • Form Snippet
  • Form Options
  • Email Notifications

The General section adds two options:

  • Send button text: Allows you to customize the text associated with the Send button on the form.
  • Enabled: Allows you to determine whether or not users can respond to the form. If the option is checked, then the form can be accessed and answered, if it is not enabled, then users will not see or answer it.

The Form Snippet section, which will only appear if the form is public, will allow you to copy a HTML code that you can use anywhere to dynamically load the form, even outside of Modyo.


In order to make proper use of the form snippet, you must take into account the CORS configuration of your Modyo account and the security headers of where you are inserting the snippet.

The Form Options and Email Notifications sections do not add anything different from what is found when creating a New Form


If you use a Modyo site with a custom domain, you must enable the option to share resource sources CORS in the account settings.