Quickstart Guide
Create, customize, and publish your first InfiForm in under 3 minutes.
Quickstart Guide
Get up and running with InfiForm in three simple steps. You'll create a new conversational form, customize its questions and styling, and publish it to the web.
Create a New Form
- Log in to your InfiForm Dashboard.
- Click the "+ New Form" button in the top navigation bar.
- Choose one of two options:
- Start from Scratch: Begin with a clean canvas containing standard welcome, question, and thank-you blocks.
- AI Form Generator: Type a prompt such as "Create a 5-question customer onboarding survey for a SaaS product" and let AI generate your structure instantly.
Add & Customize Questions
- Click "+ Add Question" on the left canvas palette.
- Select your desired block type (e.g., Short Text, Email, Rating, Multiple Choice).
- In the right-hand settings panel:
- Edit the Question Title and optional Description / Hint.
- Toggle Required to enforce an answer.
- Add placeholder text or validation rules (e.g. valid business email).
Design & Theme Your Form
- Switch to the Design tab in the top builder toolbar.
- Choose from pre-crafted themes:
- Clean Lilac: Minimalist crisp white canvas with soft purple accents.
- Cyber Violet: Deep dark mode with vibrant neon waves.
- Electric Pulse: High-contrast tech aesthetic.
- Upload your company logo and adjust the font family to match your brand.
Publish & Share
- Click Publish in the top-right corner.
- Copy your public form link (e.g.,
https://infiform.com/to/your-slugorhttps://yourbrand.infiform.com/your-slug). - Open the link in a new tab or embed it onto your website using our Embed Code.
Next Steps
- Explore Question Types — Learn how to use rating scales, file uploads, and dropdowns.
- Set up Conditional Logic — Show questions based on previous answers.
- Connect Integrations — Automatically pipe answers to Slack, Google Sheets, or webhooks.