Forms are interactive tools used to collect information from users within the LearnWorlds platform. Unlike assessments, which evaluate knowledge and provide scores, forms serve a broader purpose, allowing educators and administrators to gather feedback, insights, and personal details.
Forms in LearnWorlds are primarily categorized based on their use cases:
Course Forms – Bound to a course, accessible only to enrolled users.
Marketing Forms – Marketing forms are standalone forms that can be shared via links or embedded on your school's pages by adding a form section/widget.
Why Use Marketing Forms in LearnWorlds?
- 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.
In this article, we will go through the Marketing form creation process and see how to review the responses.
To create a marketing form:
1. Navigate to Marketing → Marketing forms.
2. Click on Create form.
3. Choose one of our templates (Lead Capture, Contact Forms, Course, Marketing Research, Order, and others) or start from scratch.
4. Give your form a name and choose the form navigation (Classic, Card-based, Section-based).
5. Click on Save & Edit to begin configuring the form.
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.
To add a new section:
- Hover over the three dots in the default section.
- Click "Add Section"
To build questions, click on the + icon or click on Add/Import → New question. You can find out more about it in this article.
A window will open, displaying all the available types of questions:
- Multiple Choice
- Multiple Choice/Answers
Dropdown
Country List
Consent
- Text
Short Text
Paragraph
- Contact
First & Last Name, Email, Phone, URL
- File Upload (available for the Pro Trainer plans or higher)
- Record Video/Audio (available for the Learning Center plans or higher)
- Rating & Ranking
Rating
Ranking (Linear, Star, Heart, Like)
- Date & Time
- 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.
For more information on adding and customizing your assessment questions, check this article.
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 tags to Questions
You can add tags to users who give particular responses. Tags enhance personalization and improve question relevance. They also help in tracking performance and providing targeted feedback.
To set up the tags option:
- Click on Edit Question in the question you wish to add tags.
- Go to the Tags tab.
- 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.
Edit the Form Settings and Design
After your questions are added and set up, you will need to configure the form settings like:
- Answer Report Settings
- Show answers: Add a download button, embed option, or generate a downloadable PDF.
- Questions to Include:
- All questions
- Only unanswered
- Only answered
- Content to Include: Choose whether to display learner responses or hide them for privacy/unbiased review.
- After Submission Settings
- What Users See After Submission.
- On Revisit: Decide whether the form resets or keeps previous answers.
- Save Data in Leads from Pages: Save submitted data as leads.
- Tagging Users: Automatically apply tags to users upon submission.
- Share: 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.
You can find out more about the Form settings in this article.
You will also need to customize your assessment design. With the Form Builder, you can fully customize the design and appearance of your assessments to align with your academy’s & course’s theme and enhance the user experience, with options like changing colors, typography, navigation, and effects. You can find out more on how to design your forms here.
Hover over the form in your Marketing Forms page, and the three dots, where you can:
- Edit
- Preview
- Review the responses
- Export
- Enable sharing and getting the sharable URL
- Rename, duplicate, and delete
the marketing form.
Review the Form's responses
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.
You can 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.