Dock enables teams to create and send forms directly in Workspaces. This can be helpful for gathering information during a sales cycle, or for asking questions pre- or post-onboarding.

In the article below, we'll guide you through how to create a survey form.

Step 1: From the home screen, click into Workspaces found on the lefthand nav bar.

Step 2: Click on Admin on the top right next to the "New workspace" button:
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This is where all forms are managed and tracked.

Here you can see how many Workspaces a form is being used in, and completion data. It's also where you'll edit forms, as needed, later on!

Step 3: To create a new form, click on the New Form button on the top right. This will throw you into the creation flow.

The title and description of the form is always shown first to help introduce it.

To add a question, click on the + button in the content panel, or click Add Question beneath the title.

There are several types of questions Dock supports:

Each question type you create has a toggle to make it required or not. By default, this is enabled.

As a shortcut when creating your form, each question has the ability to be Duplicated. This will duplicate the exact question title and type. The new question will be added to the bottom of the form.

You can also duplicate questions in the content panel, by clicking on the dots to the right of the title.

You can always re-arrange questions by dragging and dropping them in the content panel. To the left of the question title, select the dots, and drag/drop!

You can also use the down/up arrows in question creation.

You can remove a question from either the content panel on the left or from the question itself in the form creation flow.

The end note is found at the bottom of the form. Here you can add a final message with a title and description to close out the form.

The final step to form creation is to publish your survey. Doing so makes the survey live and able to be pulled into workspaces & templates.

Click here to learn more about the experience filling out the survey, and here to view results.

Follow the same flow above to edit a form and add/update questions, but keep in mind the following!

How to view responses to your survey form and global analytics

After a user has responded to a form in your Workspace, you can start viewing the responses. In the article below, we'll show you how to do so at a Workspace level as well as Super admin (global) level.

Step 1: Navigate to the desired Workspace and ensure you're on the Editor tab.

Step 2: Find the form in question and click Show Responses.

On this page, you'll see any/all responses.

By selecting responses on the lefthand side, you can then add them to the Workspace.

This makes the responses visible on the Shared view.

You will also find your forms and responses on the Internal tab by clicking Forms next to the activity feed.

You can click into any forms used in the workspace to see both the individual responses, as well as the summarized data.

Super admins of the system can also view ALL survey responses across Workspaces. To do so, follow the guide below.

Step 1: From the home screen, click into Workspaces found on the lefthand nav bar.

Step 2: Click on Admin on the top right next to the "New workspace" button:
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This is where all forms are managed and tracked.

Step 3: Click into the desired form.

Step 4: Navigate to the Results tab.

Here you'll find every person who has responded and the individual answers.

On the lefthand side, you can narrow down responses by a specific Workspace if you do not wish to view the aggregate data.

You can also look at Summary data as opposed to individual response data.

The Summary tab within the results shows aggregate data to help you understand the big picture.

On the left, you'll find all responses to each question.

On the right, you'll see the following data: