This guide walks you through creating a collection form from start to finish.

Step-by-Step Guide

1. Navigate to Forms

Click Forms in the sidebar to see your existing forms. If this is your first form, you'll see an empty state with a prompt to create one.

2. Click Create Form

Click the Create Form button. This opens the form creation wizard.

3. Basic Information

Fill in the foundational details:

• Form Name (required) — An internal name for your form. Max 200 characters. This is visible in your dashboard but not necessarily on the public form. Example: "Homepage Testimonial Form" or "Post-Purchase Review"
• Slug (required) — The URL-friendly identifier used in the public form URL. Auto-generated from the form name, but you can customize it. Only lowercase letters, numbers, and hyphens allowed. Must be unique within your workspace. Example: homepage-testimonials. Your form URL will be: https://app.loveboard.io/{workspace-slug}/{form-slug}
• Description (optional) — An internal description for your reference. Max 1,000 characters. Not shown on the public form.
• Website URL (optional) — Your website URL for context.

4. Choose Form Type

Select what types of testimonials the form accepts:

• Text Only — Customers submit written reviews with star ratings
• Video Only — Customers record video testimonials in their browser
• Both — Customers choose text or video (recommended)

5. Customize the Header

Brand your form so customers know it's from you:

• Logo — Upload your company logo. Displayed prominently at the top of the form
• Headline — The main title customers see. Example: "We'd love to hear from you!" Example: "Share your experience with Acme"
• Subtext — Supporting text below the headline. Example: "Your feedback helps us improve and helps others discover our product" Example: "It only takes 2 minutes"

6. Configure Fields

Every form includes default fields. You can customize which fields appear and add custom ones.

Default fields:

• Full Name
• Email
• Company
• Job Title

Adding custom fields:

1. Click Add Field
2. Choose a field type (Text, Email, Phone, Number, Dropdown, Checkbox)
3. Enter the field label
4. Set a field key (internal identifier)
5. Choose whether it's required or optional
6. Optionally set a default value

See the Custom Fields article for detailed information on field types and options.

7. Thank You Page

Configure what happens after a customer submits:

• Default — Shows a simple "Thank you!" message
• Custom Page — Set a custom title and message (Pro and Business plans)
• Redirect — Redirect customers to a specific URL after submission (Pro and Business plans)

8. GDPR Settings (Optional)

If you need to comply with data protection regulations:

• Enable the consent checkbox
• Enter your consent text
• Link to your privacy policy

9. Save and Publish

Click Save to create your form. It's immediately live and accessible via its public URL.

After Creating Your Form

• Copy the public URL and share it with customers
• Monitor analytics — Check views, submissions, and conversion rate
• Review incoming testimonials — Approve them to display in your embeds