About Instant Form question types and settings

Last updated: September 2024

The Question section of the Instant Form editor allows you to add a Purpose Statement to explain the purpose of the form, create Custom Questions to ask questions related to your business or products, and gather Personal Information for future contact.

Purpose Statement

Add a purpose statement to clarify the intent behind the form and the rationale for gathering the information. This is a mandatory field for all form templates under Classic Layout.

Custom Questions

To create a custom question, click +Add Custom Questions and select a question type from the following:

  • Short Answer: Ask people to write a short response to a custom question.

  • Multiple Choice: Offers a selection of up to 10 options for users to choose from.

    • You have the option to set one Multiple Choice question as your Qualifying Question. This option allows you to categorize leads to be Preferred or Not Preferred based on their response to the Multiple Choice question, and direct them to different Final Pages. For more information on Qualifying Question, refer to About the qualifying question option.

  • Appointment Scheduling: Allow users to select an Available Time for a follow-up call or appointment.

  • Image Select Question: Use images as answer options to increase user comprehension and create a visual experience. You can add up to 8 image answer options.

  • Conditional Answer: Dynamically display answer options based on the response to the previous question.

Conditional Answer

Conditional Answer is a custom question type that allows you to dynamically display answer options based on the response to the previous question. You can add questions and corresponding answers by uploading a CSV file.


To create a Conditional Answer question:

  1. In the Question section, click +Add Custom Question and select Conditional Answer from the drop-down menu.

  2. Click Download Sample CSV file.

  3. Enter the questions you wish to ask in the first row of each column; you can include a maximum of 5 questions, labeled from Column A to E.

  4. The second row in the template intentionally remains blank; do not input any values.

  5. From the third row onwards, provide options for each question and ensure correct mapping.

  6. After editing the template, upload it to the Instant Form Editor by clicking Upload CSV File and selecting the edited file.

  7. Upon successful upload, the content automatically transforms into a series of questions and options. In case of upload failure, you'll receive an error message. Update your CSV file accordingly and upload it again.

Note: While users will dynamically see answer options based on their response to the previous question, the questions and their sequence will remain consistent for all users.

Logic Settings

By adding Logic Settings to Custom Questions in your form, you can create a dynamic, conditional questionnaire. This feature allows you to determine the next question to show based on how users answered the previous question, ensuring relevance and efficiency.


Notes:

  • You can only apply Logic Settings to Custom Questions.

  • You must set up all of the Custom Questions before enabling Logic Settings.

  • After enabling Logic Settings, you won't be able to adjust the order of questions.

To enable Logic Settings on your form:

  1. Set up all the Custom Questions and arrange them in order.

  2. Toggle on Logic Settings.

  3. Click the Pencil icon on each question and use the drop-down menu next to each question or answer option to select the next question you want to display.

Logic settings Instant Form

If you want to ask everyone the same Multiple Choice question before you start asking conditional questions, you should map each answer of the Multiple Choice question to the same question number. For example, if you would like users to answer Multiple Choice questions #1 & #2 and then conditionally show the following questions based on their answer to question #2, you need to map all answers of question #1 to question #2.

Personal Information Questions

In the Personal Information section, you can add questions to collect user information based on the following categories:

  • Contact information: phone number, email, address, country, province/state, city, postal/zip code

  • User information: first name, last name, name

  • Demographics: gender

  • Work information: company name, job title, work email, work phone number

You can rearrange the order of your questions in your form by simply dragging them to the desired position.

Notes:

  • Whenever possible, personal information questions will be auto-filled in with the information of logged-in TikTok users. For more information on the auto-fill feature, refer to Autofill on TikTok.

  • For Simple Forms, personal information questions will be shown before the custom questions.