Learn how to create a form in Delenta, style it with your branding, share it with clients, and track and export the responses.
You can use forms for intake questionnaires, session feedback, check-ins and more.
Create a form
Go to Engagement Studio.
Select Forms.
Select Create.
Choose Personal or Company form.
Choose a blank form or a template.
Enter a name for your form.
Add fields
Drag fields from the form elements panel onto your form. Then select a field to edit its label and options.
Layout
Header: The title of your form. You can add one header per form.
Subheader: A subtitle. Use subheaders to split your form into sections. You can change their font, background and weight.
Page Break: Starts a new page. See below.
Text and contact details
Short Answer and Long Answer
Name: First and last name.
Email Address
Phone Number
Address: Street, city, state and zip code.
Number
Date and Time
Choices
Checkbox: Pick more than one option.
Radio Button: Pick one option.
Dropdown Field: Pick from a list.
Scales and ratings
Likert Scale: Six levels of agreement.
Rating: A 1–5 or 1–10 rating with your own labels.
Slider: A slider with a number range.
Rating Scale: A slider with your own labels.
To change the order, drag fields up or down.
Tip: Turn on Required for any question clients must answer. They can't submit the form until they do.
Split your form into pages
Long forms are easier to complete when they are split into pages. Clients see one page at a time.
Drag a Page Break to the point where you want the new page to start.
Add the questions for the next page below it.
Repeat for each new page. You can view this under the pages section.
Select Preview to check how the pages look.
Apply a theme and your branding
You can make your form match your brand. Choose a ready-made theme, or create your own style.
Open your form in the form builder.
Go to the theme and styles panel.
Choose a ready-made theme, or create your own.
Set your colours and fonts.
Select Save.
Customize Field Content
After adding a field, click on it to customize its label and any additional options on the form designer panel on the left.
Use the drag-and-drop feature to rearrange the order of fields.
Sub-headers can be customized further with unique fonts, backgrounds and weight.
Preview and save
Select Save.
Select Preview to see the form as your clients will.
You can continue updating the appearance of the form in the preview section under the themes settings.
Publish your form
You need to publish a form before you can share it.
Go to the Publish section.
Check the form name. To change it, type the new name and press Enter.
Select Publish.
Completion message.
You can customise the message your users see when they complete the form.
Send the form automatically
You can send a form automatically at set points, such as after a client's first session.
Open the published form.
Go to the Automations tab.
Choose the type, such as a session, package or course.
Choose when to send it, such as after the first or last session.
Choose how often to send it, such as only once.
Select Save Changes.
Example: Send an intake form 2 days before any Discovery session.
Share your form
Send by email
Use this for clients who already have a Delenta account.
Go to the share settings.
Select Send via Email.
Choose your client from the list.
Select Send.
Share a link
Use this to share the form with anyone.
Go to the share settings.
Select Share Link.
Copy the link.
Paste it into an email, message or post.
Making your form anonymous
Enable the following toggle under the Publish Section. Learn more about how anonymous responses work here.
View responses
When someone completes your form, you get an in-app notification. You can view the responses via the portal.
See a summary
Open your form.
Go to the Responses tab.
Select Summary.
The summary shows the answers from all responses together, so you can spot patterns.
See one person's answers
Go to the Responses tab.
Select a response to open it.
Anonymous responses, tracking and exports
You can also:
Collect anonymous responses: Get honest feedback without linking answers to a client's record.
Track who has responded: See who you sent the form to and who still needs to complete it.
Export your data: Download your responses and recipient tracking to use in a spreadsheet.
By following these steps, you can easily create, customize, share, publish, and manage forms in Delenta. This will help you work more efficiently and improve your communication with clients. If you need more help, check the help section or contact Delenta support.