Sunday, March 2, 2014

Creating a Google Form

I was on the Jamberry Consultants page the other day when someone mentioned using Google Docs to ease the sample request process on "Try it Tuesday"s. This peaked my interest, so I followed the thread until someone mentioned that they were using Google Forms to achieve this goal, and another linked her form. I used this example as a springboard for my own, and made a tutorial on the way.
First, if you don't have a Gmail account, you're going to have to have a Google Drive account. Sign up for that first.
1. Log into your Google Drive account and click the "Create" button.

2. Select "Form" from the drop-down list.
3. You will be taken to another page where you can choose the theme of your form (to make it pretty). Choose whichever suits you most and name your form. Mine is "Forbes' Fabulous Fingers - Sample Request."
4. The next screen will ask you to title your first question. Mine is "First Name."

5. After you name your question, you're going to want to change it. Because we're asking for someone's name, you'll need to change the question type to "Text."
6. You can make a field required by checking the box at the bottom. All address sections are required on mine.
7. Add a new field with the "Add Item" menu.
8. Continue this process until you have all the fields that you need. Mine has "First Name," "Last Name," "Address," "City," "State/Province," and "Zip/Postal Code."
9. Click the "Image" option in the Add Item menu.
10. Add an item of the samples you have to offer. Here's a suggestion.
11. Give your guests the option to choose one or two samples. I require them to pick one and give the option of a second. I used "Choose from list," but you could use "Multiple choice" or "Checkboxes," whatever you want.

Here's a link to my completed form. Once someone submits your form to you, you should get an email with the request and all of the requests should go into a spreadsheet for easy access.

3 comments:

  1. This is really great! What do I do with it once it's created? Do I need to have e-mail addresses to send it out or can I link it to my FaceBook page for all my friends to see?

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    Replies
    1. I pinned mine to the top of my business page on FB so it's the first thing they see.

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  2. When you hit the "share" button, you'll be given a choice to email it to people or to copy the link. If you copy the link, you can put it on Facebook.

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