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How to create marketing forms

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High Volume & Corporate

Marketing forms in LearnWorlds are standalone forms designed to collect information from potential or existing users. Unlike assessments, which evaluate knowledge, marketing forms focus on gathering data such as contact details, feedback, and user preferences.


They can be shared via direct links or embedded on landing pages, making them a powerful tool for marketing and lead generation.


Forms in LearnWorlds are primarily categorized based on their use cases:



In this article, we will go through the Marketing form creation process and see how to review the responses.


When to use marketing forms 

Use marketing forms to:

  • Lead Generation – Collect contact info from potential customers via forms on landing pages.
  • Demo Requests – Let users request a product demo or sales consultation.
  • Newsletter Sign-Ups – Grow your email list with a simple subscription form.
  • Customer Surveys – Gather feedback or preferences for product or marketing insights.
  • Product Waitlists – Capture interest and build anticipation for upcoming launches.

Create a marketing form

To create a  marketing form, go to Marketing  Marketing forms → Create formYou will have three options:
  • Create with AI
  • Build it yourself
  • Import questions



Create a form with AI

Choose Create with AI , to generate a form automatically. In the prompt box, describe what you need. For best results, include: 

  • The goal of the form
  • The target audience
  • The type of questions you want

For example you could ask, Create a lead generation form for a fitness course. Include questions about name, email, fitness level, and goals. Keep it short and friendly.


The AI will generate a complete form with suggested questions and structure. You can edit everything afterward.


Build a form manually

Choose Build it yourself to start from scratch. You can:


  • Add questions manually using the + button
  • Select from available question types
  • Organize your form into sections


Even in manual mode, you can use AI:


  • Click Fill with AI when adding a question.
  • Describe the question you want based on the selected type, e.g. Create a multiple-choice question to understand the user's experience level in marketing.
  • Optionally define settings for that question.


You can also use AI later to generate new questions or refine existing ones.

Form structure

Your marketing form has the following structure:


1. Starting Screen: This optional introductory screen lets instructors welcome learners and provide an overview. While all forms come by default with a Starting and Ending screen, the Starting screen can be removed.


2. Organized Sections with Questions: For shorter forms, a simple structure with all questions in one section may be sufficient. However, for longer ones, dividing questions into multiple sections can improve manageability.


3. Ending Screen:  The ending screen confirms the submission and is required and cannot be deleted. It displays a basic thank-you message for users.


Like the starting screen, the ending screen is built with widgets for full customization. If you want to know more about the starting and ending screens, visit this article.


Adding new section

To add a section, hover over the three dots in the default section and click "Add Section".

To add questions, click on the + icon or click on Add/Import  New question. Find out more about it in this article

Choose from various question types depending on your needs.

  • File Uploads in Marketing Forms: Only signed-in users can upload files. For security, uploads of these file types/extensions are blocked: apk, app, bat, bin, cmd, com, exe, inf, msi, out, osx, ps1, prg, run, reg, vb, vbs, vbscript, jar, html, htm and mimetypes like application/vnd.microsoft.portable-executable, application/x-dosexec, and text/html.

  • Consent Question – Marketing Opt-in: If "Save data in the Leads from Pages table" is enabled (under Settings After Submission), the “Marketing Opt-in” toggle appears. To use it, the Consent question must have only one option, which will populate the Opt-in column. This works even if GDPR settings are disabled in your school.


Adding tags to questions

You can add tags to users based on their answers to personalize follow-ups.


To set up the tags option:

  1. Click on Edit question.
  2. Go to the Tags tab.
  3. Type the tag to the users who give specific responses and press Enter to save.


The Tag tab is not available for Text/File/Video/Audio Responses.

Form settings and design

After your questions are added and set up, you will need to configure the form settings. Click Settings and there you will find:


Answer Report Settings

  • Choose which questions to include
  • Show or hide responses
  • Enable downloads or embedding

After submission settings

  • Define what users see after submitting
  • Control behavior on revisit
  • Save Data in Leads from Pages: Save submitted data as leads.
  • Automatically apply tags to users upon submission.
  • Share marketing forms externally and collect responses from users outside your school.

Navigation

Configure how users move through the form or assessment (Classic, Card-based, Section-based).

Language

Translate and edit assessment/form UI text directly in the form editor.


Find out more about the form settings in this article.


Customize design

With the Form builder, you can adjust: 

  • Colors and typography
  • Layout and navigation style
  • Visual effects

This helps match your form to your brand and improve user experience.


Manage your forms

Go to Marketing- Marketing forms and locate the question you want. You can:

  • Edit
  • Preview
  • Review the responses
  • Export
  • Rename
  • Share
  • Duplicate
  • Delete


Review the form's responses

When someone submits a response to a marketing form, you will receive an email notification, provided that the On form submission setting is enabled in the admin settings. To review the form's responses:

1. Navigate to Marketing  Marketing Forms.

2. Hover over the three dots in the Marketing Form you wish and click on Responses.


In the responses page, you can see the respondents, timestamps, the page submitted, and the questions added and export the results in CSV or XLS format.


Find out more about reviewing the form responses here.


When a logged-out user submits a marketing form on your page, they will be listed as 'Anonymous' in the responses tab.

reCAPTCHA

You can protect your Marketing Forms against spam and other types of automated abuse.


LearnWorlds integrates with reCAPTCHA v3, which verifies requests with a score to help distinguish between human and automated access attempts (bots). You can find more in this article.

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