Customizing your forms

- Whether your form has 5 question or 500 questions, it should be organized well. In this lesson I'll show you how to customize and build clean dynamic surveys in Microsoft Forms. In the top left corner of office.com, I'll select the app launcher and open Forms. Now I'll open the wedding planning consulting interest form. First, I need to determine which fields are required for a submission. For this contact form, the minimum information I'll need to be able to follow up is an email address. . Without it, I wouldn't know who to follow up with. So I need to make email address a required question. If I select the email address question I can toggle the required button in the bottom right corner. I'll repeat this for first name. When the client views the form the required questions will be indicated by a red asterisk. Now that I've set the required fields I can organize my survey into sections. These help organize the survey so the respondent sees questions in a logical flow. I have three contact related questions that would be good as a section, email address, first name, and last name. Select the last name question and add new will appear below it. Select add new, then more question types on the right and select section. This will add section two below last name section one is at the top of the form and contains the three contact information questions. Now you can label each section by selecting the header. For the first section, I'll enter contact information and leave the description box blank. The next section revolves around timing. I'll enter wedding date. Now I'll add in a final section by selecting the final question add new, more question types, and section. This creates a section below this question and I'll enter services. I'll move the question about how comfortable the client feels into this section. Select the question and then the move question down arrow in the top right corner. Fantastic, I now have the wedding date questions in the correct section and the form is organized. You may also want to add branching to your forms to further organize them. Branching changes which questions are asked based on the respondent's answer to previous questions. For this form, if the client wants to have a wedding in the next six months, I want them to answer additional questions. So I'll build a new section after services. After the final question, I'll select add new and then section. I'll enter additional information as the name. Then I'll add a new question, select text, and turn on the long answer toggle so clients can write a paragraph text. This question will say what bookings have you made for your wedding? Then I'll go back to the rating question and select copy question in the top right corner. I'll select move question down once. So the duplicate question is in section four. Next to add branching, I'll go back to question four. As the answer to this question will determine what the next question will be. To add branching select the more settings for question then add branching. If the client responds less than six months I will branch the section four, additional information by using the go-to dropdown so I can gather the information I need. For the other responses, I will leave them as go to next and they will proceed to section three. At the end of section three I will change the go-to dropdown to end of form so they do not have to fill out section four. Select back to save your changes. Now the form only asks for additional details if their wedding is within the next six months. Finally you want to test the survey. Testing is essential to make sure your survey looks and functions as you intended. First I'll select preview in the upper right corner I'll enter some test data, email, first name, last name. When I select next, the form goes to the wedding date section. I'll say my wedding is within the next six months. And when I select next, I am taken to the additional information section. So the added branching worked correctly. I'd say this is a successful form. I'll select the submit button to complete the testing. And select back to return to the edit questions page. With sections and branching, you can create surveys that take clients on a journey of your design. I encourage you to try it yourself. By using these tools, you can create engaging and useful surveys for both you and your customers. Nice work.