Introduction to Forms

Overview

Threadly’s Forms feature is a powerful tool designed to simplify capturing user-inputted data, all from Slack. By leveraging Forms, you can capture feedback, signups, internal surveys, and so much more, all without ever opening a new tab, or tool.

What are Forms?

Forms, a type of Threadly CTA Action that can be added to a message, are a streamlined way to capture user-inputted data from messages sent by Threadly. These actions and messages can be sent via DM or to channel(s) of your choosing.

Key Features of Forms

1. Customizable Fields

Forms can capture data from users’ via DM or channel. You can customize the form’s input fields. Available fields include:

• Markdown: Create a header text, or informational blurb

• Input: Displays a one-line input text field

• Multiline Input: Displays a multiline input text field

• Radio Buttons: Displays a list of options for a user to choose from

• Datepicker: Displays a date field for a user to select a date from

All fields can be set as optional.

A form can also be set to collect responses anonymously. When this is set, the responses will be tied to an anonymous user ID. This ID will match across all anonymous forms that the user completes.

2. Data Out Capabilities

Threadly can send your form submissions via webhook to any destination of your choosing. Learn more about leveraging webhooks with forms.

Benefits of Using Forms

• Capture data directly within Slack conversations

• Eliminate context-switching between multiple tools/platforms

• Streamline feedback, signups, and internal survey collection

• Instantly transform messages into interactive data gatherers

• Simplify user engagement with zero-friction interactions