RateUp Documentation
Web forms

Creating a Form

Start blank or from a template, add questions, and preview before you share.


Start Blank or From a Template

Click Create Survey.

Choose Start Blank, or Create Survey from Template to begin with a ready-made form.

Name it and select the team it belongs to.

The editor opens on the Questions tab.

Templates are worth browsing even if you end up starting blank — Try this Template shows how a well-structured form is put together. If none match, you will see "No templates found".


Adding Questions

The editor has three parts: the question list down the left, the Page Editor in the centre with a Preview button in its header, and the Add Element pane you pick new questions from.

The form editor

Click Add Question, then pick a type from Add Element. The tiles are grouped by category — type in Search elements… to jump straight to one.

Write the question in Enter question here.

Add a description if the question needs context — but if it needs a paragraph, rewrite the question.

Configure the type-specific options.

Reorder questions from the sidebar by dragging.


Writing Questions People Answer

Completion rate is decided almost entirely by the questions, not the design.

DoInstead of
Ask one thing per questionBundling two into one sentence
Use the customer's wordsInternal jargon
Make optional questions optionalRequiring everything
Put the easy questions firstOpening with a long free-text box
Stop at five or six questionsTwenty "while we have you" extras

Every extra question costs completions. Before adding one, ask what decision its answer will change — if there is no answer to that, cut it.


Previewing

Use Preview to take the form as a customer would. Check it on a phone: most responses arrive on one, and layouts that work on a laptop often do not.

The editor flags problems with an Issue with your survey warning — resolve those before sharing.


Status

A form is Active or Paused. Paused forms do not accept responses, which is the safe way to stop collection without deleting anything.


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