Feature Highlight: Add Clarity to Forms Using Instructions

08/03/2017 Posted by Odalis

Sometimes users misunderstand what information we want and we need to add in a little more direction to avoid hours of confirming the accuracy of information.

For example, we have a multi-step application where we keep getting responses to a few questions that aren’t exactly what we’re looking for. Like our Licenses questions. We’re only looking for licenses that were given at the state or national level. But right now, we have applicants that are including other types of licenses:

So we want to add in some additional instructions to ensure we’re capturing the right information—the first time around.

Sometimes users misunderstand what information we want and we need to add in a little more direction to avoid hours of confirming the accuracy of information.

For example, we have a multi-step application where we keep getting responses to a few questions that aren’t exactly what we’re looking for. Like our Licenses questions. We’re only looking for licenses that were given at the state or national level. But right now, we have applicants that are including other types of licenses:

So we want to add in some additional instructions to ensure we’re capturing the right information—the first time around.

How to Add Instructions to a Form

Here’s how you can add in your own instructions for different fields on a form.

1. In the Pages section of the builder, select the page with the form view you want to add instructions to.

2. Click on the form view on that page to open the editor.

3. In the Inputs section, hover over the field you want to add instructions to and click the edit “pencil” icon:

4. In the “Instructions” field, change the text to whatever you want the instructions to say and then click the “Submit” button:

5. You can repeat steps 3-4 for every field you want to add instructions to.

6. If you want to input instructions for the overall form, not just individual fields, you can use the description field at the top of the form:

Now when a user views the form, they’ll see the instructions you added: