> For the complete documentation index, see [llms.txt](https://threadly.gitbook.io/threadly/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://threadly.gitbook.io/threadly/actions/form-ctas/how-to-create-a-quick-form.md).

# 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.

#### 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

1. Open Threadly in Slack
2. Navigate to the **Actions** section
3. Click **"Create New Action"**
4. Select **"Form"** as the action type
5. 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:**

1. Click **"Add Field"**
2. Select **"Radio Buttons"** or **"Static Select"**
3. Enter your question as the label
4. Add your answer options (e.g., "Strongly Agree", "Agree", "Neutral", "Disagree")
5. Repeat for additional questions

#### Step 3: Configure Form Settings

1. Click **"Form Settings"** or the settings icon
2. Find the **"Form Display"** setting
3. Select **"Quick Form"** instead of "Modal Form"
4. 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)

***

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### Best Practices

#### Design Tips

1. **Keep It Short**: Quick forms work best with 3-5 questions max
2. **Use Clear Labels**: Make questions concise and easy to understand
3. **Limit Options**: 3-5 answer choices per question is ideal
4. **Order Matters**: Put most important questions first
5. **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

1. **Add Context**: Include clear instructions in your message text
2. **Set Expectations**: Let users know how long the form takes
3. **Response Limits**: Use daily limits to prevent poll fatigue
4. **Follow Up**: Share results or thank participants
5. **Timing**: Send during active hours for better response rates

***

### Viewing Responses

#### Accessing Form Submissions

1. Open Threadly
2. Go to **"Actions"**
3. Find your Quick Response form
4. Click on it to open details
5. Navigate to **"Form Submissions"** option
6. 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:

1. Open **"Form Settings"**
2. Click on **"Quick Response Help Text"**
3. Enter your custom instructions
4. Click **"Save"**

Your help text will appear at the top of the form in the message.

#### Webhooks

Send form data to external systems:

1. Open **"Form Settings"**
2. Click on **"Webhook Endpoint"**
3. Enter your webhook URL
4. Click **"Save"**

Form responses will be sent as POST requests with JSON data.

***

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### 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.

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Happy polling! 🎉