Build a form | Ravela

Start a form

The builder is a three-pane workspace: your questions on the left, a live preview in the middle, and settings on the right. You edit on one page; your contacts see one question per screen with a progress bar. A toggle at the top flips the middle pane between Editor and Preview whenever you want to walk the form the way they will.

1Open Add-ons → Forms and select New form. A blank “Untitled form” opens in the builder.
2Select Edit details to name the form (and add an optional description) — the name is how you’ll find it in your Forms list later.
3Add your questions (below), then select Save. Cmd/Ctrl+S works too.

Add questions

Select Add question to open the type menu, grouped into Text, Choices, and More. There are thirteen types, so almost any answer has a natural home:

Text — Short text, Long text, Email, Phone, Website, and Number.
Choices — Single choice, Multiple choice, Dropdown, and Yes / No.
More — Rating (a 1–5 or 1–10 scale), Date, and Statement (a display-only message that collects no answer — perfect for a welcome line or a section break).

Tune each question

Select any question to open its settings on the right. What you can set depends on the type, but the common controls are:

Question and Description — the prompt itself and an optional line of helper text beneath it.
Required — respondents must answer before they can continue.
Key — the short name you’ll reference later as {{form.yourkey}} in a flow. Ravela suggests one from your question; edit it to something memorable if you like.
Placeholder — the greyed-out example inside text, email, phone, number, and website fields.
Options — for Single choice, Multiple choice, and Dropdown. Add, rename, and reorder up to 25 choices.
Save answer to contact — store the answer on the contact’s record so you can use it later. Email and Phone answers save automatically; turn this on for any other question you want kept.

Branch on the answers

A form doesn’t have to be a straight line. Each question has a Logic section where you send people to a different question — or straight to the end — based on what they answered. Qualify a serious lead deeper while everyone else finishes in three taps.

Each rule reads like a sentence: “If answer is / is not / is greater than … go to.” Jumps only ever move forward — to a later question or to End of form — and Ravela reads your rules top to bottom, taking the first one that matches. A question with logic wears a small badge in the list so the branching is easy to spot.

Style it

Styling lives in the same left rail, in Welcome screen, Thank-you screen, and Form settings. It’s deliberately light — a form should feel like yours without becoming a project.

Welcome screen — off by default. Turn it on to greet people before the first question with a title, a short description, and a button label (“Start” by default).
Thank-you screen — the note people land on after they submit. Set its title and description.
Accent color — one color for the buttons, selections, and progress bar. It defaults to Ravela’s rose; pick a hex value to match your brand, or reset to default anytime.
Privacy policy URL — an optional link shown beside the final submit button. If any question collects an email, you’ll also confirm a short consent acknowledgement here before the form can publish.

Publish and share

Select Publish when the form is ready. Publishing takes a snapshot: the live form keeps serving that exact version while you keep editing the next one, so no half-finished change ever reaches a respondent. When your draft has moved ahead of what’s live, an “unpublished changes” chip reminds you to Republish.

Every published form also gets a permanent share link. Turn Share link on in Form settings, then copy it from the builder header or the Forms list — drop it in a bio, a story, or an email. The next guide covers sending a form from inside a flow and reading the responses.

Send forms & read responses Forms overview