⚡Quickstart: Your First Form in 5 Minutes

Build, preview and publish your first Dapta Form in about five minutes: create the form, add three questions, check it on mobile, publish it and share the public link.

This guide walks you from an empty workspace to a live, shareable form. You will create a short lead qualification form with three questions, preview it on a phone, publish it and copy the public link.

You only need a Dapta account. Dapta Forms is free and has no plans or limits to unlock.

Step 1: Go to forms.dapta.ai and sign in with your Dapta account. In the left menu, open Forms and click Create form.

The Forms page with the Create form button highlighted

Step 2: Give the form a name and pick a layout. For this guide, keep Slides (one question per screen). Click Create form.

Create a new form dialog with a form name and the Slides layout selected

💡 Tip: Slides shows one question at a time, like a conversation. One page shows every question on a single page with one Submit button. You can switch later from the Design panel.

Step 3: The editor opens with an empty canvas. Click Start from scratch, then pick Single choice from the question gallery.

Add a question dialog showing the question types grouped as Contact, Choice, Text and Content

You can also pick one of the ready-made templates (Lead qualifier, Contact form, Feedback survey, RSVP) and edit it live instead of starting empty.

Step 4: Type directly on the canvas. Click Type your question… and write your question, then fill in the options. Click Add option to add more. What you see on the canvas is exactly what respondents will see.

The form editor with a single choice question being edited on the canvas and its settings on the right

The right panel holds the Question settings: the question type, whether it is Required, how options are shown (List or Cards) and, for each option, its Label, Value, Points and Icon.

Step 5: Add two more questions with the Add question button in the toolbar: an Email and a Name. Type a question text for each one.

The editor showing three questions in the list: a single choice, an email and a name question

💡 Tip: As soon as your form asks for an email, the editor suggests Capture after the email question. Click it and the answers are saved as a partial submission the moment someone shares their email, even if they never reach the end.

Every change is saved automatically. The status next to the form name reads Saving… and then Saved. Nothing is live yet: you are editing a draft.

Step 6: Click the Preview icon (the eye) in the toolbar. The preview opens your draft in a real device frame. Switch between Mobile, Tablet and Desktop, and use the arrows to walk through the steps.

Preview modal showing the form inside a mobile phone frame with Mobile, Tablet and Desktop switches

Step 7: Click Publish in the top right corner. You will see the message Changes published. Your form is live.

The editor after publishing, with a confirmation toast that reads Changes published. Your form is live.

The three icons next to Publish are your sharing tools:

The Copy link, Embed and Open form buttons next to Publish

Copy link copies the public URL.
Embed gives you a snippet to paste on your website.
Open form opens the live form in a new tab.

Step 8: Open the public link. This is what your respondents see, on any device.

The published form on desktop showing the first question with four options

The public URL has the shape forms.dapta.ai/{account code}/{handle}/{form slug}. The slug is created from the form name.

What's next

Scoring and Outcomes: add points to options and show a different ending by score.
Themes, colors & background and Cover screen & banner: make the form look like your brand.
Connect & Integrations: send every submission to HubSpot, a webhook or your inbox.
Submissions and Analytics: read the answers and the funnel.
Dashboard tour: find your way around the rest of the app.

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Last updated 18 days ago