Step 2: Create Forms

Setting up forms is very similar to creating contacts.

Continuing with the same example. Let us assume that we are setting up a feedback form so the girls can give our organization feedback on the training program.

We will setup two forms from the perspective of tracking progress these girls have made on their confidence level with technology skills.

Mid Program feedback

For Mid program feedback we create the following questions

Post Program feedback

For Post program feedback, we create the following questions

Let's get started.

1. Click on Forms menu item from the left side bar. You will be navigated to the screen below.

Forms_1_menu.png

2. We will name our form Mid Program Feedback and after we save we are navigated to the screen where we can start adding questions

Forms_2_add_question.png

3. Let us add our first question, rest of the questions can be added in the similar manner

Forms_3_add_question_details.png

4. This is what the completed Mid Program Feedback form will look like

Forms_4_mid_survey.png

The process of creating the Post Program Feedback form is exactly the same.

Step 3: Establish Relationship between Mid Program feedback form and Girls contact object. The exciting part!