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Google Forms Job Aide

C
Written by CMM Admin
Updated over 11 months ago

To Create a New Form

    1. Make sure that the form you are needing to create hasn’t already been created as a Template

      1. Click Template Gallery

      2. Check within the Center for Mission Mobilization section for the form you are creating

  1. Click Blank to start a form from scratch

  2. Title the form appropriately, if needed give the form a brief description

    1. Please note, this description will be seen by anyone that is working on or filling out the form

  3. Click the drop-down menu on the right side of the pre-set question (it should be set to “Multiple Choice”), select the option you are needing

  4. Label your question

  5. If the question needs to be required turn Required on (click the sliding button on the bottom right of the question)

  6. Use the menu on the right to add a section, question, video, or other option listed

    1. If you add a section it will appear on a new page of the form, however you can then use conditional logic to specify what section to move the user to after asking a question

  7. If needed, after you have added all questions, sections, etc. necessary you can set up conditional logic

    1. You need at least two sections to use conditional logic

    2. On any question in the form (aside from answers that users type in) you can click on the three dots in the bottom right corner > select Go to section based on answer > a new option will appear on the question, click Continue to next section then select the appropriate section for the user to go to

  8. Once you have finished creating your form, click on the eye icon in the top right corner to preview your form and make sure everything is working correctly

To Create a Template

  1. Go to Template Gallery and click Submit a Template

  2. Choose the form you are wanting to add as a template and select the proper category (Via Generosity forms go in the Via Generosity category, etc.)

  3. Click Submit

  4. Email [email protected] and let us know that you need the Tech Team to approve of your Form Template

To Use a Template

  1. Go to Template Gallery and select the template you are wanting to use

  2. When you select a template from the gallery it will create a new form in your My Drive and no changes will be made to the template, you can make any changes needed to the form without it affecting the original

  3. Once you have finished editing the form, click on the eye icon in the top right corner to preview the form and make sure everything is working correctly

To Create a Multilingual Form

You can either merge the Multilingual Example template or create your own multilingual form from scratch.

To merge the Multilingual Example template with your form follow the steps below

  1. Open your Form, on the right side floating menu click on the image of a paper with an arrow on it (import questions)

  2. Type Multilingual Example into the search bar next to “Forms”

  3. Select the Multilingual Example form

  4. You can select what sections and questions you want to import

    1. You need to select Section: Language and it’s question What language would you like to use?

    2. Then you can select any other sections you want to use

  5. After making your selections you will need to click Import Questions

    1. Please note, you can choose to not import questions from sections, currently the questions in the translated sections are just test/placeholder questions

  6. Once the sections/questions have been imported to your form you will need to follow the steps below to add any additional languages and set up the conditional logic

To create your own multilingual form from scratch follow these steps

  1. On the first page create a question asking what language the user wants, then have a list of available languages.

    1. Be sure to make this a required field

  2. Create new sections for each language, being sure to label them all appropriately

    1. This will make each language have their own page

  3. After you have created each language’s page you will need to have each section move to the submit form page, not move to the next section

    1. At the end of each section there will be a line of text that says After section and will then say what happens (typically ‘continue to next section’) click on the downward facing arrow and select Submit form

  4. Go to the language question and click on the three dots in the bottom right corner, then select Go to section based on answer then set each question to the corresponding language page

  5. Be sure to keep all questions inside their language’s section, if you need to create multiple sections (for example if you need to have one question lead to a new section, or if the survey is large and you want multiple pages rather than one continuous page) you will need to specify what section to move to by selecting the proper language’s section, you can follow the instructions listed in step 3 and simply choose the corresponding language section instead of submit form, then on the final section choose submit form.

Settings

  1. Open the form you are needing to adjust settings on > click on the gear icon in the top right corner

  2. General:

    1. Responses: You can choose to collect emails which will force users to enter their email address. With ‘Collect Emails’ turned on you can also choose whether or not users will be able to receive a copy of their response, options for this would be to automatically send their responses to the email they provide, or to give them the option to receive their responses

    2. Availability: You can restrict the form so that only users with a mobilization.org email (or a different trusted email) can fill them out. You can also limit the users to only fill out the form one time, or allow them to fill it out as many times as they would like

    3. Respondent’s Abilities: You can allow the users to edit their submission after clicking submit, you can also allow users to view a summary of the responses

  3. Presentation:

    1. You can turn on a progress bar for the users, shuffle the question order so it’s different for each user, show a link to submit another response (helpful if a couple is filling out the form), and you can choose to add a confirmation message

  4. Quizzes:

    1. You can turn your form into a quiz and assign points to the questions, this is more for educational purposes though.

Customizations

  1. Go to the form you are working on > click on the painter’s palette icon (to the immediate left of the eye icon) in the top right corner

  2. You can choose to add a header by selecting Choose image

  3. You can change the theme color by choosing a pre-made color or by clicking on the plus icon and adding a new color

  4. You can change the background color by selecting one of the pre-made options

  5. You can change the font style by clicking on the drop down menu and selecting the appropriate font

Add-ons

  1. Formfacade: Allows you to redirect users to a new webpage after they submit a Form

    1. $8 (per month, billed annually)

      1. 1,000 responses a month

      2. 10 forms

      3. Unlimited questions

      4. 1GB file storage

      5. Embed Google Forms

      6. Formfacade branding

      7. Customize Google Forms

      8. Email support

    2. $18 (per month, billed annually)

      1. 10,000 responses a month

      2. 25 forms

      3. Unlimited questions

      4. 2GB file storage

      5. Embed Google Forms

      6. Remove Formfacade branding

      7. Customize Google Forms

      8. Email support

    3. $38 (per month, billed annually)

      1. 30,000 responses a month

      2. 100 forms

      3. Unlimited questions

      4. 2GB file storage

      5. Embed Google Forms

      6. Remove Formfacade branding

      7. Customize Google Forms

      8. Email support

      9. $10 for additional 10,000 responses

  2. Automagical Forms: Allows you to convert PDFs to Forms

    1. Free

      1. Scan PDFs, Google Docs, Google Slides, and images with handwriting

      2. Create Google Forms

      3. Create QTI for Canvas and other LMS import

      4. Process up to 6 pages a year

    2. $70 per year or $15 per month

      1. Scan PDFs, Google Docs, Google Slides, and images with handwriting

      2. Create Google Forms

      3. Create QTI for Canvas and other LMS import

      4. Process unlimited pages a year

    3. $700 per year or $70 per month

      1. License for everyone on your domain

      2. Scan PDFs, Google Docs, Google Slides, and images with handwriting

      3. Create Google Forms

      4. Create QTI for Canvas and other LMS import

      5. Process unlimited pages a year

      6. Priority Email Support

Notes

Everytime you open a template in the Template Gallery you are creating a new Form, be sure to only open the template(s) once so you do not have duplicates in your My Drive. You may also want to temporarily rename this new form so that if a duplicate is created you can easily find the form you were working on.

If you create a template and submit it to the CMM’s Template Gallery be sure to not delete or edit the form in your My Drive. The template will be based on your form and if you edit the form then the template will also be edited, and if you delete the form the template will be deleted as well.

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