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Self-paced
Web Forms
228 students
1 hour
Tired of time-consuming data collection processes? Discover how to automatically gather and transfer data between documents and systems, enhancing efficiency and delivering a seamless customer experience.
About this course
This course guides you through the process of building a dynamic, no-code web form in airSlate WorkFlow. You’ll learn how to create, set up, and automate web forms, as well as seamlessly transfer data to various systems of records.
By the end of this course, you'll be able to streamline the data collection process, enhancing the accuracy and storage of your specific use case.
What’s included?
lessons to explain the details of web form building
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills
What will you learn?
How to streamline the process of gathering different data types with a web form
How to automate data transfers between forms and other systems
How to give your form a professional appearance and improve customer satisfaction
Who is this course for?
Anyone interested in automating data collection
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills
Start learning today
Sign now for free
Learn how to create web forms without code
Inbound leads are always visitors who fill out a contact form located on your website or specific landing page. However, to turn a visitor into a lead, you need a well-constructed web template. With a simple fillable document, you can do anything from collecting feedback and contact information to conducting surveys.
Creating web templates is a great first step to making lead generation easier. A well-constructed template leads to a few core benefits:
More accurate information. Controlling exactly what you want visitors to see and fill out not only allows you to collect the information you need but allows your visitors to type the information in correctly without you having to guess or assume.
Saved time. By having easy-to-find contact templates, you and your visitors can save a lot of time for focusing more on solving problems and helping customers than unnecessary calls.
Improved customer journey. By delighting visitors with customizable and flexible web-based forms instead of clunky, old-fashioned templates, you make it easier for them to gain trust and thus, give their information and/or feedback to you.
A few tips on how to create a web form
A web form isn't something new, companies have been using them for ages now. The difference is how easy no-code tools make it to create them. It doesn’t matter if you're sending out questionnaires or trying to collect leads. Take a look at the tips below to learn how to create a web form that’s fast, simple, and perfect for collecting data.
Make sure the purpose of the web template is clear
Whether the filler is a new visitor or a direct recipient, they need to understand why they have to or should fill out your document and how it helps them. Write text in a clear and concise way, and add examples that clarify the type of information needed and in what format it should be in.
Omit questions or lines of text that are too personal
Getting information from leads or survey recipients is a sensitive process and nobody likes to give out their information and personal details without understanding 100% why they’re doing it. And even then, sometimes they still don’t want to. Make sure to create headers and questions that encourage trust, so that more people are comfortable giving their information to you.
Turn an interrogation into a conversation
A massive list of questions is likely to scare off your potential customers. A solid block of text and too many questions can easily overwhelm visitors, making most leave without even getting to the first question. Use a good algorithm for redirecting users to the survey (and specific sections in those templates) that match their request. This way, you can create a web form that encompasses all aspects and details while helping users save time.
Jazz up your content
Add video, image, or other widgets to polish and refine templates using a professional web form creator. Customization helps you amplify your unique brand in every contact template, questionnaire, or survey you design and distribute.
What tools are needed to create a web form?
Let’s go over how to create a web-based form if you don't have programming skills. airSlate WorkFlow is a solution designed for just that. The platform is equipped with professional features for creating surveys and so on, as well as ready-made templates. Choose a category: Custom Service, Education, Finance, etc., and find the example you need. You can insert a matrix, set up conditional fields, and customize just about anything. In addition, the web form creator allows you to throw in widgets for a video, a picture, or HTML code.
Use dynamic Robotic Process Automation (RPA) via airSlate WorkFlow Automation and Integration Bots to pull and push data between documents and any database, CRM system, or ERP system you use. Configure Bots once and set up the necessary triggers so that your template and information move to the right places, saving you from manually running the numbers.
How does airSlate WorkFlow promote more streamlined work? When it comes to no-code, many are afraid to start on the wrong foot and come up short. Therefore the airSlate Academy has dedicated a whole course devoted to creating web-based surveys and dynamic .html. This free course is for those who want to learn how to generate no-code fillable templates and get the most out of the web form creator.
While taking the course, you can create your account in airSlate WorkFlow and create a web form using the course tips. This approach can provide you with theoretical and practical knowledge that you can implement anywhere across your team or organization. Assess your abilities by completing the quiz. Take more Academy courses to become certified as an Automation Architect or Business Process Analyst.
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support
airSlate WorkFlow offers complete flexibility in terms of web form creation. To get started, click Start > Create template > build your form from scratch using drag-and-drop form builder. You can add fillable fields, configure steps and conditions, and manage recipients.
There’s a wide range of tools that allow you to build web-based forms. However, not all of them can boast the ease of use and the broad spectrum of functions that airSlate WorkFlow can. For example, you can create a web form from scratch using an intuitive drag-and-drop form builder, edit and configure reusable templates, or upload your own document and turn it into an interactive workflow.
To create a web form that can be filled out online, you would need a robust solution, like airSlate WorkFlow, that allows users to add fillable fields, collect data from their partners and clients in real-time, get insights, and analyze output data. With airSlate WorkFlow, you no longer need to develop various workarounds on how to create a web form. Instead, we offer everything you need to draft a one-click data collection form in minutes.
You can create a web form in Word by using the Developer tab. Alternatively, you can draft or configure one with airSlate WorkFlow. It features an easy-to-use form builder that has a low learning curve and offers more capabilities in terms of automation, delivery, legal compliance, and security.
Absolutely. The airSlate WorkFlow’s drag-and-drop form builder lets you turn your PDF document into an interactive one-click web form based on pre-configured logic without using a single line of code. If you wish to learn the ropes of web form creation and automation, enroll in the airSlate Academy course titled Web Forms; no special skills or knowledge are required on your end.
airSlate WorkFlow provides multiple options that allow you to create a web form that’s mobile- and web-friendly and share it with your colleagues, clients, or partners. If you want to embed the form to your website, you can enable a sharable link and copy the code to add to your website.
If you want to create web forms without worrying about security issues, you need to go with solutions that offer compliance with the leading industry standards. airSlate WorkFlow is one of them. It has SOC 2 Type II and PCI DSS certification and has all the measures in place to be compliant with FERPA, CCPA, HIPAA, and GDPR. Besides, it features two-factor authentication, Audit Trail, and 256-bit encryption. If you wish to get in-depth information about how to create a secure web form, check out our Web Forms course, hosted by the airSlate Academy.
The airSlate WorkFlow’s drag-and-drop form builder lets you add a wide range of fillable fields (including the Date/Time field) and allows you to configure them based on specific logic and completion order. Set up bots to make data collection from the fields easier and faster. Learn how to create a web-based form using airSlate WorkFlow’s advanced tools and features in our Web Forms course.
Yes, it’s possible with no-code document automation solutions like airSlate WorkFlow. It allows you to add various basic (text box, email, date picker, currency, phone, etc.) and advanced elements (checkbox, table, radio button, etc.). In addition, you can create a web form around different automation tools, like bots, and set up specific if-this-then-that logic and execution order for every field you add.
In the form builder’s right panel, click on the Design tab. From here you can customize your form style (set custom font, logo, header design, and background color). If you want to learn more about how to create a web form in airSlate WorkFlow, sign up for our Web Forms course.
Web Forms
The Web Forms course teaches you how to create dynamic web forms using airSlate WorkFlow. This course will equip you with the skills to efficiently collect customer information, enhance data accuracy, and streamline your business operations.
What you will learn:
- Creating Web Forms: Learn to create web forms from scratch or using templates.
- Customizing Forms: Add elements, widgets, and custom branding to your forms.
- Conditional Logic: Set up conditions to show or hide form elements based on user responses.
- Recipient Assignment: Assign specific fields to different recipients for better workflow management.
- Automating Data Transfer: Automatically route data between web forms and other systems to eliminate manual entry and errors.
Key takeaways:
- Form Creation: Master the step-by-step process of creating and customizing web forms.
- Enhanced Functionality: Learn to add diverse elements and widgets, including text fields, date pickers, and signature boxes.
- Design and Branding: Customize your forms with logos, headers, and backgrounds.
- Advanced Logic: Use conditional logic to tailor the form's behavior based on user input.
- Recipient Management: Assign and manage multiple recipients, ensuring that each field is filled by the right person.
- Automation: Implement no-code bots to automate data routing, reducing manual input and minimizing errors.
Course outcomes:
By the end of the Web Forms course, you'll be proficient in creating dynamic, branded web forms that enhance data collection and business performance. You’ll be able to automate data routing and integrate forms with other systems, making your workflows more efficient and error-free. Enroll now to streamline your data collection and improve your business operations with airSlate WorkFlow!