How to Create a Quick Form
What are Quick Forms?
Quick Forms, also known as Quick Response Forms, are interactive forms that appear directly inside Slack messages instead of opening in a modal popup. They're perfect for polls, surveys, quick feedback, and any situation where you want recipients to respond with a single click.
Unlike traditional modal forms that require users to click a button to open a popup window, Quick Forms display all questions as interactive buttons right in the message itself. This makes responding faster and more intuitive.
Key Features
✅ Instant Responses - Users click buttons to answer questions directly in the message
✅ Auto-Save - Responses are automatically saved when clicked (no submit button required)
✅ Perfect for Polls & Surveys - Ideal for multiple choice questions and quick feedback
✅ Support for Multiple Field Types - Radio buttons, select menus, and text input
✅ Response Limits - Set daily response limits to prevent spam or limit participation
✅ Anonymous Submissions - Optional anonymous response collection
✅ Real-time Tracking - See responses as they come in
How Quick Actions Work
Form Display Modes
Threadly supports two form display modes:
Modal Form (Default)
Opens in a popup window when button is clicked
Good for complex forms with many fields
Supports all field types
Traditional form experience
Quick Form (Quick Response)
Displays in-message with interactive buttons
Perfect for polls and quick surveys
Limited to supported field types
Instant one-click responses
Supported Field Types for Quick Forms
Quick Response Forms support the following field types:
✅ Radio Buttons - Multiple choice questions (displayed as buttons)
✅ Static Select - Dropdown menus (displayed as buttons)
Note: Fields not supported in Quick Form mode will be automatically hidden when using Quick Response display.
Creating a Quick Action Form
Step 1: Create a New Form Action
Open Threadly in Slack
Navigate to the Actions section
Click "Create New Action"
Select "Form" as the action type
Give your form a name (e.g., "Weekly Feedback Poll")
Step 2: Add Form Fields
Add the questions you want to ask:
For Multiple Choice Questions:
Click "Add Field"
Select "Radio Buttons" or "Static Select"
Enter your question as the label
Add your answer options (e.g., "Strongly Agree", "Agree", "Neutral", "Disagree")
Repeat for additional questions
Step 3: Configure Form Settings
Click "Form Settings" or the settings icon
Find the "Form Display" setting
Select "Quick Form" instead of "Modal Form"
Save your changes
Additional Settings to Configure:
Anonymous Submissions: Allow users to respond anonymously
Daily Response Limit: Limit how many responses each user can submit
Success Message: Customize the confirmation message (optional)
Button Color: Choose Standard, Green (Primary), or Red (Danger)
Quick Response Help Text: Add custom instructions (optional)
Best Practices
Design Tips
Keep It Short: Quick forms work best with 3-5 questions max
Use Clear Labels: Make questions concise and easy to understand
Limit Options: 3-5 answer choices per question is ideal
Order Matters: Put most important questions first
Test First: Always preview with ephemeral message before sending to everyone
When to Use Quick Forms vs Modal Forms
Use Quick Forms When:
You have 5 or fewer questions
Questions are multiple choice or quick selections
You want immediate, one-click responses
Running polls, surveys, or quick votes
Collecting quick feedback or opinions
Use Modal Forms When:
You have many questions (6+ fields)
You need complex form fields
Collecting detailed information
Form requires multiple text inputs
Need users to review before submitting
Engagement Tips
Add Context: Include clear instructions in your message text
Set Expectations: Let users know how long the form takes
Response Limits: Use daily limits to prevent poll fatigue
Follow Up: Share results or thank participants
Timing: Send during active hours for better response rates
Viewing Responses
Accessing Form Submissions
Open Threadly
Go to "Actions"
Find your Quick Response form
Click on it to open details
Navigate to "Form Submissions" option
View all responses with:
User name (or "Anonymous" if enabled)
Timestamp
All answers provided
Channel/message where form was sent
Quick Response Indicators
In the submissions view, Quick Response forms are marked with:
⚡ Icon indicating quick form
"Quick Response" label
Timestamp of when each answer was clicked
Message ID linking to original message
Advanced Features
Custom Help Text
Add custom instructions that appear with your Quick Form:
Open "Form Settings"
Click on "Quick Response Help Text"
Enter your custom instructions
Click "Save"
Your help text will appear at the top of the form in the message.
Webhooks
Send form data to external systems:
Open "Form Settings"
Click on "Webhook Endpoint"
Enter your webhook URL
Click "Save"
Form responses will be sent as POST requests with JSON data.
FAQs
Q: Can I convert a Modal form to a Quick form? A: Yes! Just change the Form Display setting from "Modal" to "Quick" in Form Settings.
Q: What happens to unsupported field types? A: They are automatically hidden when using Quick Form display mode.
Q: Can users change their answers? A: Yes, users can click different buttons to update their responses. The latest response is saved.
Q: How many options can each question have? A: Up to 5 options per question for optimal display in Quick Forms.
Q: Do Quick Forms work in DMs? A: Yes! Quick Forms work in channels, DMs, and group messages.
Q: Can I schedule Quick Form messages? A: Yes, you can schedule Quick Form messages just like regular messages.
Happy polling! 🎉
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