Threadly
Install Threadly
  • Welcome to the Threadly Help Center
  • Getting Started
    • How to Install Threadly
    • Accessing Threadly in Slack
    • Updating Your App Permissions
    • Adding Threadly to Your Channels
  • Actions
    • Introduction to Actions
    • Setting Up Real-Time Click Notifications
    • Website CTAs
      • How to Create a Website Action
    • Form CTAs
      • Overview
      • How to Create a Form
      • Setting Up Form Webhooks
      • Creating Anonymous Forms
      • How to Unpublish Your Form CTA
  • Groups
    • Overview
    • Seting Up the Channel Grouping Assistant
    • Introduction to Static Groups
      • Create a Static Group
    • Introduction to Dynamic Conversation Groups
      • Create a Dynamic Group
      • Dynamic Group Filters
  • Sending Messages
    • How to Send a Message with Threadly
      • Leveraging Message Variables
      • Changing the Message Format
    • Utilizing the Threadly Shortcut
    • /SendMessage Slash Command
    • How to Create a Template
  • Profiles
    • Overview
    • Create a Profile
    • How to Add Profile Images in Threadly
    • How Threadly Prevents Impersonation
  • Integrations
    • HubSpot
    • Attio
  • Workflows
    • Introduction to Workflows
      • How to Create a Workflow
      • Workflow Triggers and Definitions
      • Workflow Actions and Definitions
  • Analytics
    • Introduction to Analytics
    • How Threadly Tracks Reactions
    • How Threadly Tracks CTA Clicks
  • FAQs
  • How Threadly Sends Your Messages
  • Admin
    • How Threadly Charges for Active Users
    • How to Access Your Threadly Invoices/Billing Info
    • How to Add a User to Threadly
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On this page
  • Overview
  • What are Forms?
  • Key Features of Forms
  • Benefits of Using Forms
  1. Actions
  2. Form CTAs

Overview

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

  • Email Input: An input field that includes validation to ensure the input is an email

  • Number Input: An input field that includes validation to ensure the input is a number

  • Static Select: Displays a list of options for a user to choose from

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

  • Date Picker: 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.

2. Data Out Capabilities

Threadly can send your form submissions via webhook to any destination of your choosing.

Benefits of Using Forms

  • Capture data directly within Slack conversations

  • Eliminate context-switching between multiple tools/platforms

  • Streamline feedback, signups, NPS, and internal survey collection

  • Instantly transform messages into interactive data gatherers

  • Simplify user engagement with zero-friction interactions

PreviousForm CTAsNextHow to Create a Form

Last updated 3 months ago

Learn more about anonymous forms.
Learn more about leveraging webhooks with forms.